Make MTD Simple with Packages Built Around You
Staying compliant with Making Tax Digital (MTD) does not need to feel overwhelming or complicated. Many individuals and businesses worry about the transition to digital record-keeping and submission requirements, but with the right support and systems in place, the entire process can be straightforward and stress-free.
Our specialist MTD packages have been carefully designed to provide you with everything you need to maintain accurate digital records, submit your tax returns efficiently, and remain fully compliant with HMRC’s evolving requirements. We understand that every business operates differently, which is why our packages are flexible and tailored to suit how you prefer to work.
Whether you would like to take control of your day-to-day bookkeeping yourself using user-friendly software, or you would rather have a professional accountant manage everything for you, we offer a solution that fits your working style. Our goal is to simplify MTD compliance while giving you confidence that everything is handled correctly.
Trust by Clients
We Make MTD Compliance Easy
Making Tax Digital for Income Tax represents the next significant step in HMRC’s long-term plan to modernise and streamline the UK tax system. Traditionally, taxpayers submitted a single Self-Assessment tax return each year. However, under MTD, this process is being replaced with a more structured and frequent reporting system.
Sole traders and landlords who fall within the scope of MTD will now be required to:
- Maintain accurate digital records of their income and expenses
- Use HMRC-approved accounting software
- Submit updates to HMRC on a quarterly basis
This shift ensures better accuracy, improved financial visibility, and reduced errors in reporting.
To make this transition seamless, our MTD packages are specifically designed to remove the complexity and uncertainty often associated with new compliance requirements. Whether you are looking for a simple solution to meet your obligations or comprehensive accountant-led support, we provide everything required to keep you organised, compliant, and confident.
Importantly, both of our packages include Xero Simple at no additional cost, meaning you will be fully equipped with compliant software from day one without incurring extra expenses.
Our MTD-Compliant Packages 
MTD Comply
Starting from £45
Ideal for:
- Sole traders who need to meet MTD requirements without paying for full accountancy services
- Businesses that are comfortable managing their own bookkeeping but require expert support for MTD setup and submissions
- Landlords and construction workers seeking a straightforward and cost-effective way to meet their obligations
- Non-VAT registered businesses looking for simple, software-driven compliance
This package is designed to provide essential support while keeping costs low. You will receive expert guidance to ensure compliance, while maintaining control over your own records. It is ideal for individuals who want professional reassurance without unnecessary additional services.
MTD Complete
Starting from £65
Ideal for:
- Sole traders who want full MTD compliance alongside expert accounting support and complete peace of mind
- Construction workers who require both CIS handling and accurate MTD submissions
- Landlords who benefit from ongoing support, expert advice, and proactive tax planning
- VAT-registered businesses needing assistance with compliance, returns, and submissions
- Anyone within the scope of MTD who wants an experienced accountant managing everything throughout the year
This package provides a fully managed service. With a dedicated accountant handling your finances, you can focus entirely on running and growing your business, knowing that every aspect of your tax compliance is being taken care of professionally and accurately.
Not Sure Which Package Is Right for You?
Use the comparison below to understand what each package includes and choose the level of support that best matches your needs:
What’s Included
| Feature | MTD Comply | MTD Complete |
| Setup and onboarding with MTD software | Xero Simple | Xero Ignite |
| Self-assessment & MTD registration with HMRC | ✓ | ✓ |
| Quarterly MTD update submissions to HMRC | ✓ | ✓ |
| Submission of final declaration | ✓ | ✓ |
| Automated reminders and tax alerts | ✓ | ✓ |
| Email support | ✓ | ✓ |
| Access to a dedicated accountant | Basic, no guaranteed response | Full with service guarantee |
| Unlimited phone & email advice | ✓ | |
| Proactive tax planning | ✓ | |
| Quarterly financial reviews | ✓ | |
| Help with expenses & record keeping | ✓ | |
| Quarterly tax estimates | ✓ | |
| End-of-year accounts preparation | ✓ | |
| VAT return preparation & submission | ✓ | |
| Payroll support (up to 2 employees) | ✓ | |
| CIS return support (up to 2 subcontractors) | ✓ |
How Our Accountancy Packages Keep You MTD Ready
No matter whether you choose the Comply or Complete package, you will benefit from:
- Correct MTD setup from day one using industry-standard, HMRC-approved software
- Accurate submission of your quarterly updates and final declaration
- Reduced risk of costly errors and penalties
- Well-organised and compliant digital record-keeping
- Clear and reliable tax estimates that improve your financial visibility
- Reduced stress around important deadlines and reporting obligations
The MTD Complete package takes this even further by providing regular financial reviews, proactive tax planning, and direct access to a dedicated accountant whenever you need assistance, ensuring full compliance and ongoing strategic support.
Powering Your Business with Xero
As Platinum Partners with Xero, we are proud to include access to these leading accounting platforms within our packages. This can save you up to £300 per year, while ensuring that your business uses trusted, HMRC-recognised, fully compliant software.
While transitioning to digital systems may initially seem challenging for some small business owners, the long-term benefits are substantial, particularly for those who struggle with administration and tax organisation.
Key Benefits Include:
- Automation of time-consuming tasks such as bank reconciliation, invoicing, tax calculations, and forecasting
- Customisable dashboards and built-in reporting tools that provide real-time insights into your finances
- Accurate tax projections that help you plan ahead and avoid surprises
- Secure automatic bank feeds that minimise manual data entry
- Mobile app functionality for capturing receipts and managing records on the go
- Simple and direct submission of all MTD filings, including quarterly updates
- Cloud-based access, allowing you to work from anywhere
- Automatic backups and high-level data security with encryption
- Collaborative access so your accountant can assist and manage your finances within the platform
What Is Making Tax Digital for Income Tax?
MTD for Income Tax is changing the way millions of individuals report their earnings and manage their tax obligations. Under the new system, those within the scope must:
- Maintain detailed digital records of business or property income
- Use HMRC-approved software
- Submit quarterly updates to HMRC
- File a final declaration instead of the traditional Self-Assessment
The purpose of MTD is to reduce errors, increase transparency, and make tax reporting more efficient and accurate. With the right tools and guidance, this transition to digital systems can significantly improve how you manage your finances.
MTD Rollout Timeline
The implementation of MTD is being introduced in phases, with sole traders and landlords being the first groups required to comply. The deadlines depend on annual income thresholds:
- Income over £50,000 → starting April 2026
- Income over £30,000 → starting April 2027
- Income over £20,000 → starting April 2028
What Will Change for Sole Traders and Landlords?
Under MTD for Income Tax, both sole traders and landlords will need to move away from traditional paper records and spreadsheets and instead adopt fully digital systems for managing their finances.
Quarterly updates mean that records must be maintained regularly, encouraging more proactive financial management. Accounting software plays a key role in making this process easier, more accurate, and less time-consuming.
At the end of the tax year, a final declaration will be required to confirm your overall tax position. This replaces the traditional annual Self-Assessment return.
For those running multiple businesses or owning several rental properties, each entity will require its own digital records and year-end reporting. This makes consistent and organised bookkeeping essential.
The new system provides clearer, more structured reporting throughout the year, giving sole traders and landlords greater visibility over their finances and significantly reducing unexpected tax liabilities.
