Who we help

MTD & Self Assessment

Directors, landlords, side-hustlers — if you've got income HMRC doesn't automatically tax through payroll, you need a Self Assessment return. And if you're above the new MTD threshold, the way you file is changing too.

ICAEW Chartered Accountants · Practice established in the 1970s · See our firm details

Krishna Prasad Dahal, Chartered Accountant

Reviewed by Krishna Prasad Dahal FCCA, ACA (ICAEW), FCA (ICAI India)ICAEW Council Member · Last reviewed

Common MTD & Self Assessment situations we help with

Multiple income streams

If you're a director drawing dividends, a landlord with rental income, or running a side business alongside a job, HMRC needs all of it reported together — and it's easy to miss something or under-report.

Unsure about MTD for Income Tax

Making Tax Digital for Income Tax now applies if your gross income from self-employment and property is over £50,000, with lower thresholds phasing in from April 2027. If that's new to you, you're not alone — most of the directors and landlords we speak to hadn't heard of it until it applied to them.

Want a fixed fee, not hourly

Nobody wants a surprise invoice for a tax return. You want to know the cost before you commit.

What's included

  • MTD-compliant digital bookkeeping set up
  • SA100 Self Assessment return prepared and filed
  • Quarterly update submissions (once MTD applies to you)
  • Fixed fee agreed upfront — no hourly billing
  • Reminders ahead of every deadline
  • Every filing reviewed by an ICAEW Chartered Accountant

Is this you?

You might be here because:

  • You're a company director who also needs a personal Self Assessment return
  • You're a landlord with rental income to report
  • You've started a side business alongside your main job
  • You've just found out MTD for Income Tax applies to you and don't know what changes

Common questions

FAQs

Do I need to file a Self Assessment return?

It depends on your income for the tax year. Self-employment income over £1,000, rental income, and some untaxed or dividend income are common reasons. From 2024 to 2025, a high salary taxed through PAYE no longer means you must file on its own. HMRC's online checker confirms it for you, or ask us and we'll tell you.

What is MTD for Income Tax and does it affect me?

It's HMRC's move to digital record-keeping with quarterly updates, alongside a year-end return. From 6 April 2026 it applies if your gross self-employment and property income was over £50,000 on your 2024 to 2025 return, falling to £30,000 from April 2027 and £20,000 from April 2028. Salary and dividends don't count towards the threshold.

I'm a director — don't you already handle my company's tax?

Corporation Tax is your company's tax. Self Assessment is separate — it's your personal tax return, covering salary, dividends, and any other personal income.

Ready to get your tax sorted?

Annual Self Assessment from £149, or ongoing MTD for Income Tax support