Keep your own records
If your bookkeeping is accurate and current, submission-only covers your quarterly reporting and annual tax return. You keep the digital records; we handle the agreed checks and submissions.
Home / Sole traders
Sole traders
Making Tax Digital
for sole traders.
Already using MTD software, just signed up or still getting your records organised? We help sole traders across the UK with digital bookkeeping, quarterly submissions and the annual tax return. From building sites to client appointments, the support fits around your working day.
Hand over the bookkeeping
With Managed MTD, you provide receipts, invoices and bank information. We organise the agreed records, reconcile the bank and prepare the quarterly updates.
Get the annual picture right
Quarterly figures are only part of the story. The annual return includes year-end adjustments and other income. Both plans include your annual tax return, with the scope agreed before we start.
Check the whole picture.
MTD entry is based on combined gross self-employment and property income before expenses, using the relevant earlier tax return. Exemptions and individual circumstances may affect whether you need to join.
See the thresholds and dates ↗Support that fits
how you work.
Submission only
You keep your records up to date. We handle the quarterly updates and annual tax return.
£39 / month, from
- Four quarterly updates for one income source
- Completeness checks for quarterly updates
- Year-end review and annual tax return
- Deadline reminders and filing confirmation
- Email support about your submissions
Managed MTD
Send us your records. We look after the bookkeeping, updates and annual return.
£99 / month, from
- Bookkeeping for up to 50 transactions a month
- Quarterly updates for one income source
- Year-end review and annual tax return
- Agreed standard software licence included
Starting fees include your annual tax return. Final scope and total price agreed before work starts. See all inclusions and limits ↗
Let's make a plan
for your MTD.
Keep your own books or hand them over. Start with what suits you.
Running a limited company?
You are welcome to get in touch too. This site focuses on sole traders and MTD for Income Tax, but we can also help with company accounts, Corporation Tax and bookkeeping.
Talk to us about your company →From records to return
What does MTD support look like in practice?
You might be a builder keeping receipts between jobs, a therapist with a full appointment book or a freelancer juggling several clients. The work is different, but the question is often the same: what do I need to send, and when?
We start with the records you already have. Tell us how you invoice customers, receive payments and record expenses. We check your software and agree a routine that gives us time to ask questions before each deadline. You do not need to buy a new subscription before speaking to us.
If you keep your own books
You record your income and expenses in compatible software and keep the supporting paperwork. Before each quarterly submission, we check for missing information and obvious gaps, raise questions and send the update once the figures are ready. Routine bookkeeping and checking every transaction are not included in this plan.
Your annual tax return is still included. At year end, we review the business figures, deal with the agreed tax adjustments and bring together the other income covered by your quote. We send you the return and calculation to check and approve before filing.
If you want us to keep the books
You provide your receipts, sales invoices and bank information using the method we agree. We process the records, reconcile the bank and prepare your updates. The starting package covers up to 50 transactions a month, processed quarterly, for one income source and one bank account. We discuss larger volumes before agreeing your fee.
Already registered, or changing accountant?
Tell us your next deadline, the software you use and which updates have already been sent. We check the handover and authorisation needed before confirming a start date. If any records or submissions are overdue, we explain the catch-up work and quote for it separately.
What should you have ready?
- The software or spreadsheet you currently use.
- An estimate of your monthly business transactions.
- Details of any other trades or rental income.
- Your next MTD deadline and whether your records are up to date.
A rough outline is enough for the first conversation. Please keep tax references, passwords and financial documents out of the enquiry form. We agree a suitable way to share those later.
Compare the plans and inclusions, or find the right level of support.
