Tax Digital Background

What does an MTD setup actually involve?

Setting up for Making Tax Digital is a one-off project with four parts: choosing HMRC-recognised software that suits how you actually work, getting your records into it, connecting it to HMRC, and agreeing who files what from now on.

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Frequently Asked Question

What does an MTD setup actually involve?

Setting up for Making Tax Digital is a one-off project with four parts: choosing HMRC-recognised software that suits how you actually work, getting your records into it, connecting it to HMRC, and agreeing who files what from now on.

July 17, 2026

Setting up for Making Tax Digital is a one-off project with four parts: choosing HMRC-recognised software that suits how you actually work, getting your records into it, connecting it to HMRC, and agreeing who files what from now on. In practice we start by looking at how you keep records today — spreadsheets, a shoebox, or an existing cloud package — then migrate your opening balances so the software starts from a correct position rather than a guess. We connect your bank feeds so transactions arrive automatically, authorise the software with HMRC, and set up agent authorisation so we can see the same submissions you do. The whole thing usually takes a couple of weeks of elapsed time, most of which is waiting on HMRC authorisation codes rather than work at your end.

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