Check your scope
Enter figures from the Self Assessment return for the tax year you select. Use turnover / gross income before expenses, not profit. Partnership profit share as an individual partner does not count.
Prefer the official tool? Use the GOV.UK checker and guidance. This page is a quieter summary plus checklist — not a clone of HMRC’s multi-step tool.
Partnerships: timeline not set yet. Exemptions exist (for example digitally excluded) — read GOV.UK; we do not enumerate them here.
Get the MTD deadlines in your calendar
Add the quarterly update and tax return dates for 2026/27 and 2027/28 to Google, Apple or Outlook, with a reminder 7 days before each one.
Free. Unofficial. Not tax advice.
Do I need Making Tax Digital for Income Tax? (60-second path)
- Check whether you’re a sole trader or landlord registered for Self Assessment.
- Enter qualifying income for the tax year you’re checking (gross before expenses — not profit).
- Read the result, then confirm on the official GOV.UK checker.
- If you may be in scope, start digital record-keeping early (including mileage evidence if you claim vehicle costs).
Free mileage calculator & log (2026/27 rates): MileClaim UK.
Making Tax Digital for Income Tax — FAQ
Who needs to use Making Tax Digital for Income Tax?
MTD for Income Tax is aimed at sole traders and landlords registered for Self Assessment whose qualifying income is over the published thresholds for the relevant tax year. Always confirm on GOV.UK.
What are the MTD income thresholds and start dates?
Published waves use qualifying income (turnover / gross before expenses) of over £50,000 from 6 April 2026, over £30,000 from 6 April 2027, and over £20,000 from 6 April 2028. Verify current figures on GOV.UK before you act.
Does partnership profit count toward qualifying income?
Partnership profit share as an individual partner does not count in this checker. See GOV.UK qualifying income guidance.
Is MTD ScopeCheck official HMRC software?
No. This is an unofficial helper with a printable readiness checklist. It is not tax advice and is not affiliated with HMRC. Prefer the official GOV.UK checker when in doubt.
What if the checker says I may be in scope?
Confirm on GOV.UK, keep digital records, and compare recognised compatible software before your start date. The Sage link on this page (when shown) is a disclosed affiliate link — see the Ad / Affiliate disclosure on the result. Compare options on the HMRC software finder. Keep mileage evidence with MileClaim UK if you claim vehicle costs.
Guides
Plain-English answers to common MTD for Income Tax searches — then run the free checker above.
GOV.UK sources used
Facts on this page were taken from HMRC guidance (fetched or verified 3 September 2026). If anything is unclear or edge-case specific, the official pages take priority.
- Find out if and when you need to use Making Tax Digital for Income Tax (last updated 26 March 2026) — who must use it, thresholds/start dates, official checker, partnerships note, Self Assessment return for the year before MTD, HMRC letters vs your responsibility.
- Work out your qualifying income — turnover before expenses from self-employment and property; what does not count (including partnership profit share as an individual partner).
- Send quarterly updates — standard periods and deadlines; soft landing on late-update penalty points for 2026 to 2027.
- Sign up for Making Tax Digital for Income Tax — sole traders and landlords.
- Exemptions and how to apply.