Accountants Guide:
MTD for Income Tax

From April 2026, accountants and tax agents will need to use HMRC recognised software to keep digital records and submit quarterly submissions.

HMRC-recognised

MTD for Income Tax ready

Proprietary AI

HMRC-recognised

MTD for Income Tax Ready

Automate quarterly submissions

MTD for Income Tax timeline

Key dates to be aware of to stay ahead.

Public beta launch

HMRC testing program opens up to wider public. Individuals can start submitting MTD for Income Tax compliant returns to HMRC.

April 2025

MTD for Income Tax comes into force

Self-employed individuals and landlords with income >£50K/year must file with compatible MTD software.

April 2026

Threshold decreases to >£30k/year

Threshold to file with MTD compatible software decreases to >£30K/year for landlords and self-employed individuals.

April 2027

Threshold decreases to >£20k

Threshold to file with MTD compatible software decreases to >£20K/year for landlords and self-employed individuals.

April 2028

Automate repetitive tasks

From sending client emails to preparing tax calculations

Reduce errors

Data anomalies are flagged pro-actively

Improve efficiency

Let the AI do the hard work for you

Delight clients

Simple & secure client-connect interface

Better collaboration

Work closer with your team and clients

Improve your bottom line

Achieve higher margins with new efficiencies

New MTD for Income Tax requirements

Upload complex documents and let ApariPro instantly analyse, categorise, and pre-fill SA100 forms for you – including rental statements, dividend vouchers, and tax packs.

Keep digital records

Connect & automate
client data

Invite clients to connect with ApariPro to seamlessly access their documents, receipts and bank feeds.

Easy and secure client interface

Instant access to client data

Built for quarterly MTD ITSA submissions

Connect your bank

Pre-filled
SA100 forms

SA100s are pre-filled as soon as documents are made available by clients or bank feeds, saving valuable time and preventing potential errors.

Built-in data validation

Potential errors get flagged

Huge time saver

Integrates with 30+ banks and credit cards

Automate the import and categorisation of client transactions with bank feeds

Thinking about switching to ApariPro?

Our experts are ready to guide you through the ApariPro platform and show you how it can streamline your practice. Plus, we’ll handle the migration of your client data — so you can make the switch hassle-free.