Making Tax Digital for Income Tax

How to prepare for MTD for Income Tax: the 5-step checklist

Prepare for MTD-IT: confirm scope, choose software, go digital early, sign up and authorise, do a dry-run quarterly update.

A 5-step practical checklist to get ready for MTD for Income Tax:

1. **Confirm your phase** — check your qualifying income on the relevant past return.
2. **Decide your approach** — all-in-one software, bridging, or an accountant.
3. **Go digital early** — start now, do not wait for your start date.
4. **Sign up and authorise** — register and authorise your software or agent.
5. **Do a dry run** — practise a quarterly update before it is mandatory.

Practising the quarterly rhythm before it counts is the single biggest reduction in first-year stress.

**Read the full prep guide at [rraccountants.uk/mtd-how-to-prepare](https://rraccountants.uk/mtd-how-to-prepare).**

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