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Sole Trader Making Tax Digital

Making Tax Digital (MTD) for Income Tax is coming. We help sole traders understand what's required, get set up with the right software, and stay fully compliant.

What You Need to Know

MTD for Sole Traders Explained

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will fundamentally change how sole traders report their income to HMRC.

When Does It Apply?

From April 2026, sole traders with income over £50,000 must use MTD-compatible software. The threshold drops to £30,000 from April 2027.

Quarterly Updates

Instead of one annual tax return, you will submit quarterly updates to HMRC digitally, plus a final end-of-period statement.

Compatible Software

You must use HMRC-recognised software to keep digital records and submit your income and expense data directly to HMRC.

Penalties for Non-Compliance

Failure to comply with MTD requirements may result in penalties. It is important to prepare well in advance of the deadline.

How to Prepare

Getting MTD Ready

EP Laval Accountants can guide you through every step of the MTD process, from software selection to quarterly submissions. Don't wait until the deadline — prepare now.

  • Check if your income exceeds the threshold
  • Choose HMRC-recognised MTD-compatible software
  • Keep digital records of all income and expenses
  • Submit quarterly updates by the required deadlines
  • File your final declaration at the end of the tax year

Key Deadlines

April 2026

Sole traders with qualifying income over £50,000 must comply

April 2027

Threshold drops to £30,000 — more sole traders brought into MTD

Quarterly

Updates due within one month of each quarter end

Need Help with Making Tax Digital?

Contact EP Laval Accountants today and let us take the stress out of MTD compliance for your sole trader business.