Making Tax Digital – What Do I Actually Need to Do?
Forget the jargon. Forget the timeline breakdowns. You just want to know what you need to do to get MTD ready, right?
We’ve got you. Follow these four steps and you’ll be sorted in no time – and with our recommended bank and software combo, it won’t cost you a penny.
Step 1 – Check Your MTD Start Date
First things first: when do you actually need to start?
Use our quick fire checker below to find out exactly when you’ll need to begin filing under the new rules. Pop in a few details and we’ll tell you straight.
Step 2 – Open a Mettle Account & Get FreeAgent for Free
This is the fastest (and cheapest) way to get MTD ready.
Mettle is a free business bank account from NatWest, and it comes with FreeAgent – the accounting software we recommend – completely free. That’s a saving of up to £330 a year on software costs alone.
No catches. No sneaky fees. Just a cracking combo that makes MTD a doddle.
👉 Apply for a Mettle account here
Mettle connects seamlessly with FreeAgent, and with our support you’ll get real time tax estimates and turn those quarterly MTD submissions into a breeze.
Step 3 – Connect Your Mettle & FreeAgent
Once you’ve got both set up, linking them takes about two minutes:
- Open yourMettle app
- Head to the Tasks tab
- Follow the on screen steps.
That’s it. Told you it was simple.
If you do get stuck (you won’t), Mettle have a handy guide here 👉 Mettle’s Guide to Using FreeAgent
Step 4 – Sign Up for MTD with HMRC
Nearly there. You just need to register for MTD with HMRC.
Already a Dead Simple client (or planning to sign up)? We’ll handle this for you – no stress, no HMRC rabbit holes.
Going it alone? You’ll need to register yourself via HMRC’s website. Fair warning: it’s not the smoothest experience, but here’s the link 👉 Sign up for Making Tax Digital
That’s It – You’re All Set Up! 🎉
Seriously, that’s the lot. Four steps and you’re MTD ready.
Want to know what happens next – like what you actually need to submit each quarter? Head over to our dedicated MTD hub for the full breakdown.
