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Making Tax Digital · Income Tax

Quarterly reporting, made uneventful

From April 2026 HMRC wants digital records and four submissions a year from self-employed people and landlords. We take the whole thing off your desk for a fixed monthly fee.

Tax return paperwork, calculator and laptop on a desk

The timeline

Know the date that applies to you

Thresholds are based on qualifying income from self-employment and property combined.

April 2026

Income over £50,000

Sole traders and landlords with qualifying income above £50,000 must keep digital records and report quarterly.

April 2027

Income over £30,000

The threshold drops. A much larger group of self-employed people and landlords comes into scope.

April 2028

Income over £20,000

The threshold drops again, bringing in smaller side businesses and single-property landlords.

Pricing

Three packages. One fixed monthly fee.

All prices exclude VAT. No setup charges, no hourly billing, and no invoice for asking a question.

Package 01

Essentials

Sole traders and landlords with straightforward records

£45per month + VAT
  • MTD-compatible software licence
  • Four quarterly HMRC submissions
  • Year-end final declaration
  • Self Assessment tax return
  • Email support
Most popular

Complete

Growing businesses that want the bookkeeping handled too

£95per month + VAT
  • Everything in Essentials
  • Monthly bookkeeping
  • Bank reconciliation
  • Quarterly figures review call
  • Priority email and WhatsApp support
Package 03

Advisory

Owners who want a finance partner, not a filing service

£175per month + VAT
  • Everything in Complete
  • Monthly management accounts
  • Cash flow forecasting
  • Quarterly strategy session
  • Unlimited advice line

More than one business or property portfolio? We will quote on the same fixed-fee basis — just ask.

MTD questions

The things people ask us

Think bigger. Build bigger.Grow bigger.

One enquiry, one clear route in. Tell us about your business and the right Root2Growth team — national expertise, local office — will pick it up.