Making Tax Digital for Income Tax

What Making Tax Digital for Income Tax means for sole traders and landlords, and how the phased thresholds work.

Reviewed against official HMRC guidance

Tax year
2026/27
Last reviewed
August 2026
Reading time
9 min

What Making Tax Digital means

Who this guide is for: For sole traders and landlords who need to know whether Making Tax Digital (MTD) for Income Tax applies, and when.

Making Tax Digital (MTD) for Income Tax requires eligible sole traders and landlords to keep digital records and send regular updates using compatible software.

Qualifying income year, threshold and commencement

Keep three ideas separate:

  1. Qualifying-income year — the earlier tax year HMRC uses to measure gross income.
  2. Qualifying-income threshold £50,000.00, £30,000.00 or £20,000.00 depending on the phase.
  3. Later MTD commencement date — when digital records and quarterly updates must start (for example 6 April 2026 for the first phase).
Announced phases from Northline's tax-year overlay — confirm on GOV.UK.
Qualifying-income yearGross qualifying incomeMTD commencement
2024/25Over £50,000.006 April 2026 (2026/27 phase)
2025/26Over £30,000.006 April 2027 (2027/28 phase)
2026/27Over £20,000.006 April 2028 (2028/29 phase)

What you will do

  1. Step 1Digital records
  2. Step 2Quarterly update 1
  3. Step 3Quarterly update 2
  4. Step 4Quarterly update 3
  5. Step 5Quarterly update 4
  6. Step 6Year-end declaration
Quarterly updates report income and expenses — they are not four separate Self Assessment tax returns.

Frequently asked questions

Do quarterly updates mean quarterly tax payments?

No. Quarterly updates are reporting obligations. Income Tax and payments on account still follow Self Assessment payment rules unless HMRC states otherwise.

Is the threshold based on profit?

No. Qualifying income is gross self-employment and property income before expenses — not taxable profit.

Do property and self-employment income combine?

Yes. Qualifying income adds gross self-employment and property income together for the threshold test.

Does Making Tax Digital change how much tax I pay?

No. It changes how you keep records and report to HMRC. Underlying Income Tax and National Insurance rules stay the same.

Official sources

Related calculators

Related guides

Next steps

This guide is for general information only. It is not tax, legal or financial advice. Always check the official guidance for your situation.