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6 days to MTD: the emergency checklist for sole traders who haven't started yet

Making Tax Digital for Income Tax goes live 6 April 2026. That's this coming Monday.

If you're a sole trader or landlord earning over £50,000 and you haven't set up MTD-compatible software yet, you're cutting it very fine.

Here's what you need to do before midnight on Sunday.

What MTD for Income Tax actually means

From 6 April, HMRC requires you to:

  • Keep digital records of your income and expenses
  • Use MTD-compatible software
  • Submit quarterly updates (not annual — quarterly)
  • Send a final declaration at the year end

Paper records, spreadsheets-only, and annual self-assessment on its own? No longer compliant.

The emergency 6-day checklist

Today (Tuesday):

  • [ ] Confirm you're in scope: sole trader or landlord, £50k+ income in 2024-25
  • [ ] If you do CIS work — you're in scope too, and many CIS contractors don't realise
  • [ ] Pick your MTD software (QuickBooks, FreeAgent, Xero, or HMRC's free options)

Wednesday:

  • [ ] Create your account and link it to your HMRC credentials
  • [ ] Import or manually enter any income/expenses from 6 April year-to-date
  • [ ] Check your NI number and UTR are correct in the software

Thursday–Friday:

  • [ ] Do a test run of a quarterly submission (most software has a draft/preview mode)
  • [ ] Download your existing Self Assessment records as backup
  • [ ] Set up your bank feed if the software supports it (saves future manual entry)

Weekend:

  • [ ] Submit your first quarterly update (or queue it)
  • [ ] Confirm HMRC has received it — check your HMRC online account
  • [ ] Set recurring quarterly reminders: 5 Aug, 5 Nov, 5 Feb, 5 May

What happens if you miss it

HMRC's MTD penalty system works on points, not immediate fines:

  • Each late quarterly submission = 1 point
  • 4 points = £200 fine
  • Points expire after 24 months (if you've been compliant)
  • Deliberate non-compliance = higher penalties

So missing one quarter won't immediately cost you money — but it starts a clock.

The bits that catch people out

Landlords with a property and a freelance business: Both income sources count toward the £50k threshold. You might be in scope when you thought you weren't.

Jointly owned property: Each owner is assessed separately. If you and your partner own a rental, you're both potentially in scope independently.

CIS subcontractors: If your contractor deducts CIS tax on your behalf, you're still a sole trader for MTD purposes. You need to comply.

Side income alongside employment: MTD only applies to self-employed and rental income. Your PAYE employment doesn't pull you in — only what you earn outside employment.


If you want a structured walkthrough rather than piecing it together from HMRC guidance, I put together an MTD Readiness Toolkit for UK freelancers — it covers the software setup, the quarterly cycle, record-keeping formats, and common mistakes. Less than the cost of one hour's accountant time.

6 days. Get it done this week.

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