Making Tax Digital

Make the transition to digital tax reporting simple with practical guidance and ongoing support. We help you understand your requirements and stay compliant.

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A Clear Route to Making Tax Digital Compliance

Making Tax Digital changes how certain financial records are kept and how tax information is sent to HMRC. For many business owners and landlords, moving from paper files or basic spreadsheets to a digital system can feel confusing at first. AZI Accountant makes the process easier by checking which rules apply to you, explaining when you need to act and helping you choose compatible software that suits the way you work. We can organise your existing records, set up a practical bookkeeping routine and help keep income, expenses, invoices and bank activity up to date. Where required, our team can also support VAT Returns, Income Tax quarterly updates and the final tax return. You receive clear guidance at every stage, helping you meet your responsibilities without adding unnecessary pressure to your daily work.
  • Check Whether MTD Applies. We review your VAT, self-employment and property income position to explain which Making Tax Digital duties and start dates apply to you.
  • Choose Software That Suits You. We help you consider compatible software that matches your records, income sources, transaction levels and current way of working.
  • Organise Your Existing Records. Income, expenses, invoices and bank transactions are brought together so your digital system begins with clear and reliable figures.
  • Create a Simple Digital Routine. A practical process for recording daily transactions helps keep your accounts current and reduces the need to catch up before a deadline.
  • Submit the Right Information on Time. We support the digital submissions that apply to you, including VAT Returns, quarterly updates and the final tax return.

Support Beyond Your Initial Setup

After the initial setup, your digital records still need regular attention to remain accurate and ready for reporting. We can support your bookkeeping, review the software records and prepare quarterly updates, VAT Returns and the final tax return where required.
  • Digital Bookkeeping
  • Quarterly Updates and Tax Return
  • Record and Software Reviews

FAQ’s

Making Tax Digital is an HMRC system that requires certain tax records to be kept digitally and submitted through compatible software. The requirements for VAT and Income Tax are different, so the steps you need to follow depend on your circumstances.

It applies to sole traders and landlords registered for Self Assessment when their qualifying self employment and property income is above the relevant threshold. Those with qualifying income over £50,000 for 2024 to 2025 should have started from 6 April 2026. The threshold is over £30,000 for a 6 April 2027 start and over £20,000 for a 6 April 2028 start. We can review your tax records and help confirm when the rules apply to you.

VAT registered businesses should keep their VAT records digitally and submit VAT Returns through compatible software unless an exemption applies. HMRC normally brings newly registered VAT businesses into the system automatically.

A spreadsheet may still be used as part of your accounting process when it connects correctly with compatible bridging software. The digital links and records must meet HMRC requirements, so it is useful to have the setup checked before making submissions.

Yes. We can help check when MTD applies, organise your records, set up suitable software and support ongoing bookkeeping. Our team can also assist with quarterly updates, VAT Returns and the final tax return where required.

Do you have more questions?

Tell us what you need help with and share a few details about your circumstances. Our team will review your enquiry, explain the most suitable service and guide you towards the next practical step.

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Years supporting UK businesses with reliable accounting services

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Clients guided through tax planning, payroll, and compliance

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Client retention rate built on trust and consistent service
Digital Records without the Confusion

Practical MTD Support for Everyday Accounting

A Clear Applicability Check

We first establish which Making Tax Digital duties apply and when they begin, keeping the work focused on your actual position.

Software That Fits Your Work

Your software should match your income sources, transaction levels and existing records without making routine accounting more complicated.

Organised Digital Records

Consistent records make submissions easier to prepare and provide useful financial information between tax deadlines.

Let Us Make Your Accounts Feel More Manageable

Whether you are starting a business, managing property, planning ahead or dealing with a tax deadline, a straightforward conversation can help you find the right next step.
Clear advice. Practical support. A team that listens.

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