Making Tax Digital for Income Tax (MTD ITSA) is HMRC’s new system that will replace the traditional annual tax return for many self‑employed individuals and landlords.
Instead of sending one tax return each year, you’ll need to keep digital records and send quarterly updates using approved software.
It sounds like a big change — but we make the whole process simple, clear, and fully supported.
What We Help With
Setting you up on MTD‑approved software (Xero, Sage or similar)
Ensuring your bookkeeping is fully digital and compliant
Preparing and submitting quarterly updates to HMRC
Helping you understand what you need to report
Reviewing your income and expenses regularly
Preparing your End of Period Statement (EPOS)
Assisting with your Final Declaration
You stay compliant — without the stress.
Who MTD for Income Tax Self-Assessment (ITSA) Applies To
MTD ITSA will apply to:
Self‑employed individuals
Landlords
People with business/property income over the threshold
Start dates:
April 2026 — income over £50,000
April 2027 — income over £30,000
If you’re unsure whether you’re affected, we can check for you.
Why Clients Choose PBT
We’re known for being calm, friendly and great at breaking things down into clear, simple steps.
If digital record‑keeping or quarterly submissions feel overwhelming, we’ll guide you through everything at your pace.
Want stress-free MTD support?
Speak to our team to find out more about how we can help you navigate this today!