Digital records
Keeping the relevant financial information in a digital bookkeeping system rather than relying entirely on paper records.
Resources
Tax is complicated. We make it simple.
Straightforward guides to Making Tax Digital, bookkeeping and the financial admin that comes with running a business or renting property.
Making Tax Digital
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Bookkeeping
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Sole Traders
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Landlords
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Small Business
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Plain English
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Resource library
Find what you need.
No tax dictionary required. Choose a topic and start there.
MTD
What is Making Tax Digital?
A straightforward introduction to what is changing and why digital records matter.
Read guide
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Sole traders
MTD for self-employed people
What sole traders should know about digital records, income and preparing for MTD.
Read guide
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Landlords
MTD for landlords
Understand how property income, record keeping and MTD fit together.
Read guide
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Bookkeeping
A better bookkeeping routine
Why keeping records moving through the year makes everything else much easier.
Read guide
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Small business
When business gets busier
How a better financial routine helps the bookkeeping keep up with a growing business.
Read guide
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Next steps
Are you MTD ready?
Work through the important questions and give Lisa a clearer picture of where you are now.
Start the check
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Not sure where to begin?
Start with your situation.
You do not need to understand every tax rule before taking the first useful step.
01
I'm self-employed.
See what MTD means for sole traders and self-employed income.
Start here → 01 02I'm a landlord.
Understand the basics around property income and digital records.
Start here → 02 03I run a business.
Explore bookkeeping, financial admin and keeping the business organised.
Start here → 03
The simple version
The words you keep seeing.
A quick translation of some of the language around digital bookkeeping.
Qualifying income
The income figure used to determine when MTD for Income Tax may apply.
Compatible software
Software that can support the digital record keeping and reporting requirements relevant to Making Tax Digital.
Quarterly updates
Updates made during the year using the information held in your digital records.
Bookkeeping
The regular process of keeping income, expenses and business financial records organised.
Still have questions?
Read less. Ask Lisa.
If you have reached the point where another guide is not going to answer it, start a conversation.
Get MTD Ready →