Making Tax Digital

Making Tax Digital for Income Tax is changing how sole traders and landlords manage their tax affairs. At Apple Advisory Group, we help clients prepare for and meet their obligations with clear advice, practical support and digital processes that make compliance more manageable.

From understanding whether the rules apply to you, to putting the right software and record-keeping systems in place, we help make the move to MTD for Income Tax straightforward. Our aim is to reduce disruption; improve visibility and ensure you are ready to meet the new reporting requirements with confidence. MTD for Income Tax requires affected taxpayers to keep digital records and submit quarterly updates through compatible software, rather than relying solely on the traditional year-end Self Assessment process.

Making Tax Digital for Income Tax Service

Our Making Tax Digital service helps sole traders and landlords understand their obligations, adapt their processes and stay on top of their reporting requirements as the rules change. HMRC also says qualifying income is based on gross income from self-employment and property, using the previous tax year’s Self Assessment return to determine whether the threshold is met.

Our Making Tax Digital services include:

• Advice on whether and when MTD for Income Tax applies
• Support with digital record-keeping
• Assistance with MTD-compatible software
• Quarterly update preparation and submission support
• Guidance on end-of-period and year-end reporting requirements
• Review of existing systems and processes
• Support with implementation and ongoing compliance
• Advice for sole traders and landlords preparing for the new rules