MTD for Income Tax
Guide for Accountants

From April 2026, accountants and tax agents will need to use MTD-compatible software to keep digital records and submit quarterly submissions.

HMRC-recognised

MTD for Income Tax ready

Proprietary AI

HMRC-recognised

MTD for Income Tax Ready

Proprietary AI

New requirements coming into effect on 6th April 2026

Keep digital records

Latest MTD timeline from HMRC

Key dates to be aware of to stay ahead.

Public beta launch

HMRC testing program opens up to wider public. Individuals can start submitting MTD for Income Tax compliant returns to HMRC.

April 2025

MTD for Income Tax comes into force

Self-employed individuals and landlords with income >£50K/year must file with compatible MTD software.

April 2026

Threshold decreases to >£30k/year

Threshold to file with MTD compatible software decreases to >£30K/year for landlords and self-employed individuals.

April 2027

Threshold decreases to >£20k

Threshold to file with MTD compatible software decreases to >£20K/year for landlords and self-employed individuals.

April 2028

Watch on-demand MTD webinars

MTD pricing strategy with Gordon Gilchrist

Watch Gordon Gilchrist in this free 60 minute webinar, sponsored by ApariPro.

MTD for Income Tax update with HMRC

In just 45 minutes, get expert insights covering key MTD changes, deadlines, practical prep tips, a live AI demo plus expert Q&A.

Automating MTD for Income Tax submissions using AI

In 60 minutes take a deep dive into how AI is changing the personal tax landscape for accountants.

MTD client comms toolkit by ApariPro

Firms using ApariPro’s Self Assessment solution get access to a client comms toolkit that can easily be customised with your own brand look & feel.

Customisable client comms & call scripts
White-labelled training slides and videos

Planner and recommendations for apps/tools

Automate your MTD quarterly submissions

Automate repetitive tasks

From sending client emails to preparing tax calculations

Reduce errors

Data anomalies are flagged pro-actively

Improve efficiency

Let the AI do the hard work for you

Delight clients

Simple & secure client-connect interface

Better collaboration

Work closer with your team and clients

Improve your bottom line

Achieve higher margins with new efficiencies

Integrates with 30+ banks and credit cards

Automate the import and categorisation of client transactions with bank feeds

Thinking about switching to ApariPro?

Our experts are ready to guide you through the ApariPro platform and show you how it can streamline your practice. Plus, we’ll handle the migration of your client data — so you can make the switch hassle-free.