What is Making Tax Digital for Income Tax?

Making Tax Digital for Income Tax (MTD for IT) is a new way of reporting your self-employment or property income to HMRC. Instead of one Self Assessment return a year, you keep digital records and send HMRC a short update every quarter.

Who has to do it

MTD for Income Tax applies if your qualifying income from self-employment and/or property is over a threshold set by HMRC, phased in over several years:

  • From April 2026: income over £50,000
  • From April 2027: income over £30,000
  • From April 2028: income over £20,000

Check exactly where you stand with our free scope checker.

What actually changes

  1. Digital records. You keep a running record of income and expenses digitally, a spreadsheet on its own isn’t enough unless it’s linked to compatible software (this is called “bridging”).
  2. Quarterly updates. Four times a year, you send HMRC a summary of income and expenses for that quarter. See exact dates on our deadline calculator.
  3. Final declaration. At the end of the tax year, you confirm your figures and any other income, much like today’s Self Assessment (this part isn’t changing for a while yet).

Why HMRC is doing this

HMRC’s own research found that better record-keeping habits, spread across the year, lead to fewer errors than one rushed return in January. The quarterly cadence is meant to make tax something you deal with a little at a time, not once a year in a panic.

What this doesn’t mean

MTD for Income Tax doesn’t change how much tax you owe, and a quarterly update is not a tax bill, it’s a running total. Nothing is due at the point you submit it.

Common questions

Is a quarterly update the same as paying tax four times a year?

No. A quarterly update just reports your income and expenses so far. You still pay tax the same way as before, once a year, the update is not a bill.

Do I need special software?

You need software that can send updates to HMRC in the right format. Simple MTD is built to do exactly that, with nothing else to learn.