Making Tax Digital for Income Tax
Acting Office simplifies the way you manage your Self Assessment obligations. Our software enables accountants and clients to efficiently comply with Making Tax Digital for Income Tax Self Assessment (MTD for ITSA).
Record income and expenses digitally, submit required quarterly updates, and complete your end-of-period statements and final declarations with confidence. Acting Office equips you with a clear, structured system that enhances accuracy, improves efficiency, and keeps you fully aligned with HMRC regulations.
Why Enable MTD for Self Assessment Through Acting Office?
From April 2026, HMRC will extend the Making Tax Digital (MTD) programme to Self Assessment for individuals with qualifying self-employment and property income. This change is part of HMRC’s wider initiative to modernise the UK tax system by requiring digital record-keeping and reporting using MTD-compatible software.
Getting HMRC recognition for MTD filings
Seamless submission of quarterly income and expense updates to HMRC
Digital record-keeping of all taxable income and allowable expenses
Accurate tax summaries and reports
Automated reminders for deadlines and task scheduling
Set up MTD in minute
A guided, hassle-free enablement process
Access Self Assessment Section
Navigate to the APCT Module, choose individual from the dropdown, select your client, & open the MTD Tax Returns section.
Update ITSA taxpayer details
Click the edit icon near Taxpayer Information to input or modify the necessary information.
Enable MTD
Click the ‘MTD for ITSA (Income Tax Self Assessment)’ button located on the right side of the MTD Tax Return screen.
Redirect to HMRC
You'll be redirected to the official HMRC website. Click 'Continue' to proceed.
Sign in to HMRC
On the “What You'll Need” screen, click 'Sign in to HMRC online services'.
Enter Credentials
Use your Self Assessment online account User ID and Password to log in.
Grant Permission
Click 'Give Permission' to authorise Acting Office to interact with HMRC on your behalf.
Confirmation
Once authorised, a green tick mark will appear on the MTD Tax Return screen-confirming MTD has been successfully enabled.
MTD for Income Tax Self Assessment (ITSA) - HMRC Compliance
1. Mandatory rollout
MTD for ITSA will apply based on your gross qualifying income (Self-Employment + property income before expenses) from the 2024/25 tax year:
- From 6 April 2026 - Income over £50,000
- From 6 April 2027 - Income over £30,000
- From 6 April 2028 - Income over £20,000 (planned)
2. Key Compliance Requirements
Once mandated, you must:
- Keep digital records
Maintain income and expense records using HMRC-compatible software (or spreadsheets with bridging software). - Submit quarterly updates
Send income and expense summaries every 3 months. - Submit final declaration
By 31 January following the tax year to confirm total income and finalise tax liability.
3. Penalties
- Late Submissions
A £200 penalty applies once the points limit is reached (e.g., 4 for quarterly, 2 for annual filers). - Grace Period
No penalty points for missed quarterly updates in 2026/27, but late annual returns will still attract points. - Record Keeping
Failure to keep digital records or maintain “digital links” using compatible software shall be liable to a penalty not exceeding £3,000, as determined by HMRC.
Acting Office ensures a structured, compliant, and user-friendly process, helping you maintain accurate digital records, meet submission deadlines, and manage your tax responsibilities with confidence.
Submission Responses & Tracking
Wondering if your return went through? No need. Acting Office generates detailed submission responses, presenting essential information in a clear and concise format including the status of each MTD Tax Return.
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