This relates to the 2025/26 Financial Year.
You’ll need an active eligible 2025/26 package to use our pilot.
We’re excited to launch a new pilot of the Making Tax Digital Service for 2024/25 which provides consultants with a unique opportunity to use the system before it formally launches in 2026.
Key features
- You can see how the process works on a quarterly basis, submitting your figures electronically from your cloud spreadsheet (Essentials/Advanced only. For Premium members, we’ll ask you for your details as normal and confirm the figures quarterly).
- You’ll be able to view up to date financial calculations based on your current income and expenses
- Our system will prompt you each month to complete your cloud accounts – and send a notification when the MTD window opens to ‘prepare’ your submission
- You can follow through the full process for preparing and submitting your accounts
- No data is sent to HMRC during the pilot, and you won’t be charged any penalties if you accidently miss a quarter!
This therefore is a great opportunity to get into the routine of MTD with a full year of practice with no penalties, charges or points!
How to opt-in
You can opt-in to our pilot through your Making Tax Digital dashboard.
Once opted-in, you’ll receive a notification at the end of each quarter (June, September, December and March) to prepared your final accounts and ‘submit them’ for processing.
How to submit your data
You can find out how to do this on our dedicated article!
How to opt-out
If you decide you don’t want to continue with the pilot, you can also manage this through your Making Tax Digital dashboard.
Removing yourself from our pilot does not remove you from HMRC’s MTD obligations which begin from April 2026.