LOYALS

Making Tax Digital — Are You Ready?

Quick questions to see how MTD affects you

MTD-ready for £600 ~2 minutes
Step 1 of 12 Your income

How do you earn your income?

MTD applies to self-employed people and landlords from April 2026

🔧 Self-EmployedSole trader
🏠 LandlordProperty income
📈 BothTrade & property
💼 EmployedPAYE with side income
🏢 Limited Co.Company director

What's your business sector?

Helps us understand your industry

Construction & tradesPlasterer, electrician, builder, etc.
Beauty & wellnessSalon, barbershop, aesthetics, etc.
Food & drinkRestaurant, café, catering, etc.
Property servicesMaintenance, letting, management
Professional servicesConsulting, freelance, IT, etc.
Other trade or service
I don't run a businessDividends, crypto, interest, pension, etc.

What's your annual gross income?

Before expenses — this determines your MTD start date

Below £20,000Not yet mandated for MTD
£20,000 – £30,000MTD from April 2028
£30,000 – £50,000MTD from April 2027
£50,000 – £100,000MTD from April 2026 — you're first!
Over £100,000MTD from April 2026 — you're first!

Do you also have rental or property income?

Combined self-employment + rental income determines your MTD threshold

No — no property income
Yes — under £10,000/year
Yes — £10,000 – £30,000/year
Yes — over £30,000/year
Why does this matter? HMRC combines all self-employment and rental income to decide when MTD applies to you.

Any other taxable income?

Select all that apply — affects your overall tax position

✓ Select one or more
None — just my main income
Employment (PAYE job)
Crypto or investments
Foreign income
Dividends or savings interest
Something else

How do you currently manage your books?

MTD requires digital record keeping — let's see where you're at

Paper receipts / shoeboxEverything on paper
SpreadsheetsExcel, Google Sheets, etc.
Accounting softwareXero, QuickBooks, Sage, etc.
My accountant handles everythingI hand them my bank statements
I don't really track anythingNo judgement — we'll sort it

How many people work in your business?

Helps us scope the work

Just me
2 – 5 people
6 – 10 people
11 – 20 people
More than 20
N/A — I'm not a businessI receive investment or other income

This question is for sole traders and self-employed businesses — if you're a landlord or receive other taxable income only, just select "Just me."

Do you use multiple bank accounts?

For your income and expenses — helps us plan for optimal tax efficiency

🏦 YesMultiple accounts
💳 NoJust one account

Do you currently have an accountant?

No wrong answer here — we work with all situations

Yes, but looking to switchWant better service or value
Yes, but need MTD helpMy accountant hasn't mentioned MTD
No — I do it myselfSelf Assessment by myself
Never filed a tax returnNew to all of this

What's your main concern about MTD?

So we're ready with the right answers when we call

Don't understand what's changingNeed someone to explain MTD
Worried about penaltiesDon't want to get fined
Need help choosing softwareXero? QuickBooks? No idea
Just want someone to handle it allTake it off my plate
Already behind on filingsNeed to catch up first
Feel like I'm paying too much taxWant a proper review

Nearly there — your details

So we can reach you. No spam, ever.

Something went wrong — try again or WhatsApp us on 07450 258975
Enter a valid UK mobile number
Enter a valid email address

Last step — when should we call?

Pick a time and we'll be in touch

🌅Morning8am–12pm
☀️Afternoon12–5pm
🌇Evening5–8pm
⚡ASAPCall now
🔥ASAPApril's coming
📅Few weeksNo rush yet
✌️No rushJust planning

You're all set, !

We've got everything we need to get you MTD-ready.

What happens next

1

An MTD specialist reviews your details right away

2

We call you at your preferred time

3

You get a clear plan and quote — no obligation

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