Making Tax Digital

Dear Forum Members,We received a letter from Companies House UK advising that "From 1 April 2027, all companies will need to file their annual accounts using commercial software", i.e. software filing.It surprised us to see that QuickBooks Online is not (yet?) listed as suitable accountancy package for software filing:https://www.gov.uk/software-company-accountsI believe that all users of QBO deserve a statement from QBO with regards to:- whether QBO will become accredited by Companies House for software filing- what the time time / dates are for this accreditation, i.e. will it be in time for the deadline set by Companies HouseHas anybody heard anything on this from QuickBooks?Many thanks for your help.

I'm in the process of transitioning from short term PAYE contracts to Sole Trader freelancing. I've recently incurred expenses during a work trip where I was still PAYE. Can I expense any of these now that I'm self employed?

I don’t know how to set my app to send quarterly updates to HMRC

  Making Tax Digital is the government’s plan to move UK taxpayer’s records from spreadsheets and paper, to a fully digital system. It applies to VAT-registered businesses and will soon apply to Income Tax records for self-employed individuals and landlords with an income over £50,000.   Whether you’re not sure where to start or you’re stuck on something specific, post your questions here and our experts will guide you through. Making Tax Digital (MTD) Resource Hub Whether you are setting up MTD for the first time, preparing for MTD, or troubleshooting, you will find the right support in our resource hub.   Learn more about Making Tax Digital (MTD) here.  

  Not sure how Making Tax Digital for Income Tax affects you? Catch up with this 60-minute on-demand session, where we unpack the essentials in a clear, practical way. You’ll see how MTD works in QuickBooks, get answers to the questions we hear most often, and come away with a better understanding of what you need to do to stay compliant.     What you’ll learn: How to use QuickBooks for Making Tax Digital Answers to the most common customer questions Key takeaways from our live Q&A Need more help? Drop your questions below!  

Date: April 29, 2026  Time: 11:00 AM (1 Hour) REGISTER NOW   Confused about Making Tax Digital for Income Tax and what it means for you? We’ve taken the most asked questions from our community and we’re answering them live.   Join us for a practical, 60-minute session where we’ll walk you through how MTD works in QuickBooks and show you exactly what you need to do to stay compliant. In this session, you’ll get: A live walkthrough of Making Tax Digital in QuickBooks Clear answers to the top questions customers are asking right now The chance to ask your own questions during our live Q&A   REGISTER NOW   Who should attend: Small business owners, sole traders, bookkeepers, and accountants Can’t make it live? Register anyway and we’ll share the replay so you can watch it on demand.  

looking in the 'All Apps' section there is no 'Income Tax' section? It was available before the recent chage to QB. Can anyone help set up income tax to allow MTD reporting?

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From April 2026, MTD for IT will apply to self-employed individuals and landlords with qualifying income over £50,000. We know Making Tax Digital has raised a lot of questions lately, so we've put together three short videos to cut through the noise and cover the key things you need to know.    I'm a landlord, does MTD apply to me?  Lucy Cohen, CEO of Mazuma Accountants answers...     Yes. Landlords fall under the same MTD requirements, which means the same quarterly reporting rules apply. If you've been doing your tax return once a year with your accountant, that process will change. If your rental income exceeds £50,000 in the 2025/26 tax year, you’ll be required to comply with Making Tax Digital for Income Tax from 6 April 2026.   - ⁠£50,000+ income: Mandatory from April 2026 - ⁠£30,000+ income: Mandatory from April 2027 - ⁠£20,000+ income: Mandatory from April 2028   During the first year (26–27), you won’t receive penalty points for late quarter

In the transfer to making tax digital everything is gone

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Hello, I’m self employed and have been using the original quickbooks app for years. With MTD, do I need to switch to a different version of the app? I don’t want to lose any previous data. How does it all work? Any help very gratefully received 

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how and where to categorise interest earned from personal savings, pension income and dividends from shares in quickbooks ?

From April 2026, Making Tax Digital for Income Tax will apply to self-employed individuals and landlords with qualifying income over £50,000. We know Making Tax Digital has raised a lot of questions lately, so we've put together some short video to cut through the noise and cover the key things you need to know.    "I earn over £50K, what does HMRC expect now?"     If your business earns over £50K (that's earnings, not profit), you'll be filing quarterly submissions plus a roundup return at the end of the year.  Important: you cannot do this directly on the HMRC website, you'll need to use a piece of MTD-compatible software (like QuickBooks). Making Tax Digital (MTD) Resource Hub Whether you are setting up MTD for the first time, preparing for MTD, or troubleshooting, you will find the right support in our resource hub.

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apologies if this post appears more than once (had issues logging into the UK site) Will the sole trader plus account suits the needs of a self employed sole trader (no VAT) who also rents out a couple of properties?Looking for the right MTD software solution.thanks

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I’m a sole trader with two distinct income streams under my own name (first name + surname): • Self-employment (main income source)• Rental income as a landlord I’ve recently subscribed to QuickBooks Self-Employed and realised I can’t add landlord income as a second business alongside my main activity. From what I can see, the only option would be to open a second QBSE subscription to manage the rental income separately, even though both activities are run by me personally.With MTD for Income Tax coming in from April, I’d appreciate some clarification on the following: Is opening a separate QBSE subscription for rental income the recommended or best-practice approach?Will HMRC accept submissions from two separate QuickBooks Self-Employed companies under the same taxpayer?When submitting to HMRC, does QuickBooks combine figures from both accounts, or are they submitted separately and then consolidated by HMRC?How are tax and National Insurance contributions handled when o

Has anyone had a difficulty mapping any of the codes so that they transpose from QB to the HMRC Tax form into the correct boxes?  I would be interested to hear as I have difficulty in filling box 29 on the HMRC form even though I have correctly mapped from the chart of accounts to go into this box.  Would welcome some feedback on this subject.

You can also contact HMRC and ask them to take a closer look. Your error code is CLIENT_OR_AGENT_NOT_AUTHORISED Getting this error, any help?