Get MTD ready

Know where you stand. Know what comes next.

Answer four straightforward questions so Lisa can understand where you are now and help work out what you may need next.

Email Lisa →

No jargon. Just a useful starting point.

01 Answer four questions

02 Tell Lisa where you are

03 Get a clearer next step

MTD readiness check

Email Lisa. One clearer next step.

Tell Lisa a little about where you are now. Email her and she will come back with a clearer next step.

What happens next?

From unsure to organised.

Getting ready does not mean changing everything overnight.

Work out where you stand.

Start with your income, how you trade and the records you already have.

Sort the setup.

Get the records into a manageable digital routine that suits the business.

Keep it moving.

Regular bookkeeping makes MTD, VAT and year end much easier to manage.

Before you talk to Lisa

You do not need
everything sorted.

A few basics are useful, but messy records are not a reason to put off asking for help.

A rough idea of your income

Especially self-employment and property income.

How you keep records now

Software, spreadsheets, paper or a mixture.

What is causing the headache

MTD, bookkeeping, VAT, year end or simply all of it.

Start with Lisa

You do not need
to figure it out alone.

Whether you already know MTD applies or you are still trying to understand which rules affect you, start with a straightforward conversation.

No need to tidy the paperwork first. Start with where things are now.

Start Your Check ↑

Before you start

A few useful answers.

Is this an official HMRC assessment? +

No. The form gives Lisa useful information about your situation so she can help you understand the next step. Your exact position depends on HMRC rules, the relevant tax year, qualifying income and any exemptions.

What counts as qualifying income? +

For MTD for Income Tax, qualifying income generally means gross income from self-employment and property before expenses.

What if I do not know my qualifying income? +

That is fine. Working out the relevant income figure can be the first step before deciding what needs to happen next.

What if my records are mostly paper? +

You do not need to sort everything before asking for help. Lisa can help you move towards a clearer digital bookkeeping routine.

Can I get help before MTD applies to me? +

Yes. Getting records organised earlier can make the eventual move to MTD much less disruptive.

Not sure yet?

Start with the check. Take it from there.

A few quick questions give Lisa a clearer picture of where you are and what you may need next.

Check Where You Stand ↑