Services · Octotax for Accountants
MTD Income Tax
Who's in scope for Making Tax Digital for Income Tax, and every quarterly update and final declaration.
From April 2026 sole traders and landlords with qualifying income over £50,000 send HMRC quarterly updates; the threshold drops to £30,000 in 2027 and £20,000 in 2028.
Check who's in scope
- Open MTD Income Tax → Who's in scope.
- Enter each client's qualifying income and the tax year it relates to. Octotax works out when MTD starts for them.
- Record whether they've signed up with HMRC and which software they use.
Run the quarters
- Updates lists every quarterly update and final declaration with its due date.
- Select clients and use Request records to email them for their records, then move each update through records received to submitted.
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