Making Tax Digital for Income Tax – Get Ready

Date: 1 April 2026

Content

This session gives a clear, practical overview of Making Tax Digital (MTD) for Income Tax and what sole traders and landlords need to do to prepare with confidence. It explains who will be affected and when, using the phased mandation dates and real‑life income examples to help those affected to understand how their own property income triggers MTD requirements.

We will cover the core obligations accountants and clients will face, including digital record‑keeping, quarterly updates and submitting an end‑of‑year tax return through MTD‑compatible software. It demystifies what counts as qualifying income, how jointly owned properties are treated, and the simplifications available to reduce administrative burden.

Importantly, we also cover exemptions, including digital exclusion and automatic exemptions, so those affected can assess their position early. With clear explanations of software options and the benefits of signing up voluntarily ahead of mandation, this presentation details how to plan, budget and transition smoothly to MTD—avoiding last‑minute surprises and staying compliant.

CPD units: 1

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