MTD Checklist

Your First MTD Year: A Record-Keeping Checklist for 2026-27

Your First MTD Year: A Record-Keeping Checklist for 2026-27

In short: In your first year of HMRC's Making Tax Digital (2026-27), confirm you're in scope, sign up, choose a records layer plus filing software or an accountant, record expenses digitally as they happen, and diary 7 August, 7 November, 7 February, 7 May and 31 January. Late quarterly updates cost no penalty points this year, but late returns and payments are still penalised.

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