HMRC resources
This comprehensive list of official HMRC and GOV.UK links will help you with Making Tax Digital for Income Tax Self Assessment.
Main MTD information hub
- Making Tax Digital for Income Tax Campaign siteMain HMRC resource with overview, FAQ, and guidance for sole traders and landlords
Eligibility and when to begin
- Check if and when you need to use MTDInteractive tool to determine if you're affected and your begin date
- Get Ready for MTD - TimelineInformation on when you need to begin based on your income
Signing up
- Sign up for MTD (Individuals)Step-by-step guidance for sole traders and landlords to sign up
- MTD for Individuals - Step by StepComplete step-by-step journey for individuals
For Agents
- MTD as an Agent - Step by StepComplete guidance for tax agents and accountants
- Agent ToolkitComprehensive toolkit for agents preparing clients for MTD
- HMRC’s Tools and CalculatorsFind and use tools and calculators that will help you work out your tax.
Software
- Find Compatible SoftwareInteractive tool to search for HMRC-recognized MTD software
- Choose the Correct SoftwareDetailed guidance on software types and requirements
- Software Guidance on Campaign SiteUser-friendly information about choosing and using MTD software
Use MTD
- Use MTD for Income TaxHow to keep digital records, send quarterly updates, and make final declarations
Help online for Self Assessment
- Self Assessment tax returnStep‑by‑step guidance for completing and submitting your return, including deadlines and payment info
- Fill in sections of Self Assessment tax returnGuidance to help you understand and fill in sections of your Self Assessment tax return
- Other helpful linksCentral help page with links to help sheets, YouTube videos and playlists, and live and recorded webinars
Exemptions
- Apply for an ExemptionReferenced on GOV.UK as "Find out if you can get an exemption from Making Tax Digital for Income Tax"Information on digital exclusion and other exemption criteria
Penalties
- New Penalties InformationInformation available within the sign-up and using MTD guidanceDetails on the points-based penalty system for late submissions
Policy and Legislation
- MTD Collection PagePolicy papers, legislation, and research reports
- Technical Note - Modernising the Tax System
Key dates to remember
- April 2026: Mandatory for those with qualifying income over £50,000
- April 2027: Mandatory for those with qualifying income over £30,000
- April 2028: Planned for those with qualifying income over £20,000