Making Tax Digital for Income Tax. Ready when you are.
MTD for ITSA comes into effect in April 2026. Record OS is built to handle the full MTD workflow — quarterly submissions and final declarations — so your firm is prepared from day one.
What MTD Means for Your Firm
MTD for ITSA replaces the annual Self Assessment cycle with quarterly digital reporting — for some taxpayers. It's the biggest shift in personal tax compliance in a generation — and it requires firms to make sure they're prepared with the right workflows and tooling.
Quarterly Submissions
Every MTD client requires four quarterly submissions per year — a significant change for firms of any size.
New Data Collection Requirements
Each quarter brings a fresh round of client data collection — income, expenses, and supporting documents.
Final Declaration Replaces Self Assessment
The traditional Self Assessment return is replaced by a final declaration, which includes non-MTD income and expense.
Operational Risk
Firms that aren't ready risk bottlenecks, missed deadlines, and client dissatisfaction during the transition.
Our MTD Offering
Bridging
Submit quarterly updates to HMRC using a bridging spreadsheet. Clients upload their data, you review and submit. No disruption to existing workflows.
Full Record-Keeping
End-to-end digital record-keeping within Record OS. Structured data collection, categorisation, and quarterly submission without spreadsheets.
Five deadlines a year. One platform to manage them all.
Record OS structures your MTD workflow into a clear, repeatable process.
Quarterly Submissions
×4 per yearCollect
Request income and expense data from clients.
Submit
Upload bridging spreadsheet or use Record OS record-keeping, and submit to HMRC.
Final Declaration
×1 per yearCollect
Gather remaining income sources, tax reliefs, and adjustments.
Review & Declare
Review the full picture and submit the final declaration to HMRC.
Record OS supports both standard accounting quarters and calendar quarters.
Full MTD coverage across all income types.
Self Employment
Quarterly and annual submissions for sole traders.
UK Property
Landlords with UK rental income.
Foreign Property
Clients with overseas property income.
Covering all MTD use cases for the 2026/27 tax year onwards.
Quarterly submissions included, free of charge.
For firms using Record OS for MTD final declarations, we include quarterly submission support at no additional cost. One relationship, one platform, one price.