What is Making Tax Digital (MTD)?

Making Tax Digital (MTD) for VAT and Income Tax means businesses must keep digital records and submit returns through MTD-compatible software.

With Finance Box Assist, you’ll get the expert support and tools you need to stay compliant, reduce errors, and take the stress out of tax time—all while staying in control of your finances.

Who does it apply to?

VAT-registered businesses over the £85k threshold (since April 2019)

All VAT-registered businesses (since April 2022)

Self-employed businesses and landlords (with income over £50,000 from April 2026 and with income over £30,000 from April 2027)

What Are the Main MTD Requirements?

Making Tax Digital (MTD) is part of the UK government’s plan to modernise the tax system. If you’re a small business owner, staying on top of these changes isn’t just helpful—it’s essential.

Keep digital records
Use HMRC-Recognised Software
Submit Returns Quarterly

How Finance Box Assist Helps with MTD

Xero & Software Setup

We get you started with HMRC-compliant software like Xero—set up, integrated, and ready to go.

Digital Record-Keeping

Snap receipts, log expenses, and sync sales automatically using smart tools like Dext and A2X.

Quarterly Reviews & Filing

We review your returns so that you can file with confidence.

Unlimited Support

Ask us anything. Our experts are always on hand when you need help or reassurance.

FABio: Instant Answers

Our Finance Bot gives you live answers in seconds.

Save Time

Gain the knowledge to process tax returns quickly and efficiently.

What If You’re Not Ready for MTD?

That’s exactly why we created Finance Box Assist. If you're unsure what software to use, how to file your return, or how to digitise your records—don’t worry. We'll walk you through every step and give you the tools (and team) to get it right.

Don’t Leave MTD to the Last Minute

Whether you're a sole trader, a VAT-registered business, or just want peace of mind - FBX Assist makes MTD simple.

  • Stay compliant

  • Automate admin

  • Save time and avoid penalties