Free e-book: MTD for Income Tax—A guide to switching from Self Assessment

If you’re a sole trader or private landlord then, right now, you’ll probably use the Self Assessment system to provide HMRC with yearly tax returns.

The big news is that, as of April 2026, this will change for millions of sole trader and landlord Income Tax payers. And by the end of the decade, it’ll have changed for the vast majority of them.

That’s because Making Tax Digital for Income Tax is being introduced. It replaces Self Assessment as the way you do your tax accounting and communicate with HMRC.

That’s what this e-book is about. Consider it a translation guide, explaining how you do things now—and how you’ll have to do them in April 2026 (or 2027, or 2028).

This incredibly useful e-book covers the following:

• What is MTD for Income Tax? A short but thorough introduction to the legal requirements and what you need to do.
• How MTD affects your choice of accounting software—what you can and can’t use for your accounting, and what features are required to stay compliant.
• Registering for MTD—how to get yourself onboarded, and what to do if you’re just starting a business or have been in business for some time.
• Taxes under MTD—what changes about how you tell HMRC what it needs to know, and more.
• Receipts, bills, and expenses—the importance of ensuring the way you capture data fits with the legal requirements of Making Tax Digital for Income Tax, plus how to go about it.
• Invoices and income—ensuring you get paid in ways that are compliant with Making Tax Digital for Income Tax, and ensuring the data is always digital—in ways that are easy.
• Working with accountants and bookkeepers—how to let your accountant and/or bookkeeper do most or all of Making Tax Digital for Income Tax on your behalf, and how to work with them to make it seamless.

This is one of the most important e-books you’ll read this year, and it’s a vital download for anybody who’s approaching Making Tax Digital in April 2026, April 2027, or April 2028.

Get ahead now. Get this guide.