QuickBooks 90-60-30 MTD Planner

Making Tax Digital for Income Tax, or MTD for IT, is the new way for sole traders and landlords to share details of their business income and expenses with HMRC. With the 6 April 2026 date  for MTD for IT coming into effect for those with an annual qualifying income of over £50,0000, it can be a stressful time getting to grips with the new changes. Our research shows that while nearly three-quarters (73.64%) of high earners feel 'ready' for MTD for IT, a closer look reveals that over half (51.98%) are still in the process of adopting or have not yet started using MTD-compatible software. 

The QuickBooks 90-60-30 Making Tax Digital for Income Tax Planner is designed to make MTD for IT easier to grasp and fulfil. It’s a personalised roadmap that lays out exactly what you need to do in time for your first quarterly submission using MTD for IT software. Here’s how it works.

What you’ll need for Making Tax Digital for Income Tax

Make sure you have the following, to make sure you’re ready for MTD for IT:

• An HMRC online account and your Government Gateway login

• HMRC recognised and MTD for IT-compatible software like Intuit QuickBooks

• A simple way to store receipts and invoices digitally (photo, scan, email – whatever you’ll actually use) 

What you can expect after the end of your 90-day plan

There’s a lot to get used to but, once you’re up and running with MTD for IT you can expect a range of benefits. 

• Clean, up-to-date records – no more confusing piles of paper or wondering 'what was that payment?'

• A simple weekly routine you can stick to

• Everything ready to send your first quarterly update on time

• An easier, more helpful check-in with your accountant (if you use one)

Your personalised MTD for IT quarterly update preparation plan

The 90-60-30 Making Tax Digital for Income Tax Planner starts with a few simple questions to understand your needs and goals a little better. This might include your type of business or your record-keeping habits, but based on your response, you’ll get a personalised plan that fits you and your business. 

We know high earners are busy, over half said they could use an extra 40 hours a year. Our tool will give you a 90, 60, or 30-day tailored strategy that takes all the hard work out of planning, so that you’re prepared in time for your first quarterly update under  Making Tax Digital for Income Tax rules.

How the QuickBooks 90-60-30 Making Tax Digital for Income Tax Planner works

• Step 1: Take a couple of minutes to answer a handful of questions on your business and ways of working.

• Step 2: Let the tool do the hard work and build you a personalised plan.

• Step 3: Receive your plan as a PDF and follow it with 90, 60, and 30-day action points.

What your personalised MTD for IT Plan will include

With a personalised MTD for IT Plan, you’ll receive:

• A clear, actionable roadmap for the 90, 60, and 30 days leading up to your first quarterly update under Making Tax Digital for Income Tax rules.

• Steps to streamline digital record-keeping.

• Tips for your first quarterly submissions.

• Ways to save time and reduce stress.

The 90-60-30 MTD for IT Planner Tool 

Be MTD-ready for MTD for IT with QuickBooks

The 90-60-30 MTD for IT Planner Tool isn’t the only approach out there; many high earners are already embracing digital tools, with almost three-quarters using generative AI for their income tax returns. Where QuickBooks’ MTD tools stand apart is in providing a strategic plan that’s both professionally verified and tailored to you. 

How QuickBooks helps simplify Making Tax Digital for Income Tax

Intuit QuickBooks is a simple-to-use, HMRC recognised MTD for IT-compatible software solution that helps sole traders stay organised and submit updates with confidence. Here are a few features that can help you stay on top of the new rules:

• Submit updates directly to HMRC. QuickBooks is recognised by HMRC for Making Tax Digital for Income Tax, allowing you to send quarterly updates directly from the software.

• Intelligence at your fingertips. Intuit Assist in QuickBooks uses AI to help organise and categorise transactions so you can review them faster.

• Snap and store receipts instantly. Simply photograph a receipt in the QuickBooks mobile app and attach it directly to an expense.

• Track everything in one place. Record income from bank transfers, card readers, PayPal, Stripe and more in one central dashboard.

• Connect your bank accounts. Automatically import transactions so you don’t have to enter everything manually.

• Guided onboarding. Book a free 45-minute onboarding session with a QuickBooks expert to help you get set up quickly.

QuickBooks’ 90-60-30 MTD for IT Planner gives you everything you need to break MTD for IT down into manageable tasks leading up to your first quarterly update under Making Tax Digital for Income Tax rules. It factors in your business type and ways of working to provide a plan that is not only useful but specific to you, so you can save both time and stress. Take control of your MTD for IT preparations with QuickBooks.

Research

The research was conducted by Censuswide, among a sample of 2012n who complete Income Tax Self-Assessments, who will be affected by MTD for IT in the next 3 years. The data was collected between 05.12.2025 - 10.12.2025.

Disclaimer

This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining professional advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by region, state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Intuit does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit does not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.

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