Mon–Fri 8am–4pm0161 496 0321
■ Making Tax Digital ready
Making Tax Digital
Making Tax Digital is HMRC’s programme for keeping business records digitally and sending them through compatible software. For you, it means a few decisions up front — we help you make them and set things up so it all runs smoothly afterwards.
What changes
No scare stories and no deadlines we can’t vouch for — just what matters day to day. Who MTD applies to, and when, depends on your income and type of business, so we check the current rules for you during set-up.
Income and expenses are kept digitally in software or a connected spreadsheet, rather than on paper or in a shoebox of receipts.
Returns and updates go to HMRC through MTD-compatible software. VAT returns already work this way; for Income Tax, MTD brings regular updates during the year.
To act for you, we need to be authorised as your agent with HMRC. You stay in control of who can see and submit on your behalf.
Agent access
We tell you exactly what access we need and walk you through each step, so nothing gets stuck in a government login screen.
We decide together which taxes we look after — VAT, Self Assessment, payroll — and what we submit for you.
We send an authorisation request through HMRC and help you approve it on your side.
We link your MTD-compatible software and bank feeds so records flow in automatically where possible.
We agree what comes in automatically and what you send through the app or by email.
Submissions
Both work well. We choose the option that fits how many transactions you have and how you like to work.
You record sales and costs in MTD-compatible software as you go. We review everything, make adjustments and send the returns and updates to HMRC.
You send receipts and invoices through the app or by email. We keep your digital records and handle every submission as your agent.
Your part
Keep track of who in your business has access to your software and HMRC accounts — and remove it when someone leaves.
Send anything that doesn’t arrive automatically — cash receipts, contracts, statements — through the app or by email.
Let us know about changes: a new income stream, a new employee, a new bank account.
Pay your tax using the summary you get by the 15th of each month.
Monthly routine
Once everything is connected, this is the rhythm. The same every month — no last-minute chasing.
Through the month, bank feeds and invoices flow into your software.
You send anything that isn’t there yet; we match it all up.
Your accountant reconciles everything and prepares any returns or updates due.
You get a summary of tax to pay, with the amounts to transfer.
MTD questions
You need software that works with MTD. HMRC publishes a list of compatible products, and the right one depends on your business — we’ll help you choose something that makes sense for you.
We see what you give us access to. You can change or remove our access whenever you like.
Cash receipts, contracts or statements from other accounts — send them as you do now, through the app or by email.
It depends on your income and the type of business, and HMRC phases changes in over time. So we don’t list dates here — we check the current rules for your business when we set you up.
Set-up
Set-up from £150 ex VAT: software, digital records, agent authorisation and an agreed routine.
Ask about set-upMon–Fri 8am–4pm
88 Example Street, Manchester M1