Making Tax Digital Setup
Get your records ready for Making Tax Digital
We help sole traders and landlords set up the software and records they need for Making Tax Digital for Income Tax. We import your records, test how new transactions and receipts come in, and show you how to use the setup.
What we cover
Compatible software setup
We check whether the software you already use supports your income sources and what you need to submit. We can set up an accounting app or connect an existing spreadsheet with compatible bridging software, working with your accountant where you have one.
Import your existing records
We move the records agreed for your setup from spreadsheets or existing software. We check a sample against the originals and flag gaps or duplicates for you or your accountant to review.
Bank feeds and receipt capture
We connect supported bank feeds with your approval and set up a way to capture receipts and invoices. Then we test how a sample transaction and receipt appear in your records.
Training and accountant handover
We set up the access you agree to share with your accountant, walk you through recording income and expenses, and leave you with a short written guide to the setup.
What you get
Basic setup
£149 one-off
For one trade or rental income stream with tidy records and no historical records to move.
- Set up compatible software or connect your spreadsheet to bridging software.
- Set up one supported bank feed or agree and test one way to import new records.
- Show you how to use the setup in a 30-minute walkthrough.
Setup, import and training
£349 one-off
For one trade or a small rental portfolio with existing records to bring across.
- Set up the software, up to two supported bank feeds and a way to capture receipts.
- Import one clean export within agreed limits and check sample records, a transaction and a receipt.
- Walk you through the setup in a one-hour session and share a written guide with you and your accountant, if you have one.
Prices are before any applicable VAT. We show software subscriptions separately and quote after reviewing larger imports, records from multiple systems or extra income streams.
How it works
Review your records
We look at how you record income and expenses today and check what your existing tools can do. We’ll agree what needs setting up and quote for the work.
Set up and test
We configure the software, import the agreed records and check a sample from start to finish. We’ll guide you through any connections you need to authorise yourself.
Hand over the setup
We show you how to keep your records up to date and share a summary of the setup with your accountant if you have one.
Frequently asked questions
Discuss your MTD setup
We’ll talk through how you keep records today and recommend a setup that works for you and your accountant.