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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Free tools / MTD for Income Tax
MTD for Income Tax checker
See if and when a client needs to use Making Tax Digital for Income Tax, with their quarterly update deadlines. Check one client, or paste your whole client list.
Free to use, no sign-up. Your client figures stay in your browser.
Worked out in your browser. Your client list is not sent to us or stored.
How it works
Who needs to use MTD for Income Tax, and when
| Starts | Qualifying income over | Based on the tax return for |
|---|---|---|
| 6 April 2026 | £50,000 | 2024 to 2025 |
| 6 April 2027 | £30,000 | 2025 to 2026 |
| 6 April 2028 | £20,000 | 2026 to 2027 |
Qualifying income is gross income from self-employment and property, before expenses. Quarterly updates are due by 7 August, 7 November, 7 February and 7 May, and the tax return by 31 January. Sources: HMRC eligibility guidance, sending quarterly updates and the Income Tax (Digital Obligations) Regulations 2026.
Questions
MTD for Income Tax checker FAQs
What counts as qualifying income for MTD for Income Tax?
The total gross income from self-employment and property, before expenses. For jointly owned property, it is the person's share. Employment, pension and dividend income do not count.
When do my clients need to start?
From 6 April 2026 if their qualifying income was over £50,000 in 2024 to 2025, from 6 April 2027 if it was over £30,000 in 2025 to 2026, and from 6 April 2028 if it is over £20,000 in 2026 to 2027.
When are the quarterly updates due?
By 7 August, 7 November, 7 February and 7 May, with the tax return still due by 31 January after the end of the tax year.
Can I check all my clients at once?
Yes. Choose A list of clients, paste a name and the three income figures for each client, and download the results as a CSV file. Nothing you paste leaves your browser.
Is anyone exempt?
Yes, for example people with a Power of Attorney acting for them, and HMRC can grant a digital exclusion. Check HMRC's eligibility guidance before advising a client.
Plan the quarterly work
Get ready for quarterly updates across your client list
Use Engager to track MTD deadlines for every client, chase records automatically and send engagement letters that cover the new quarterly work. Every feature is included, from £9 +VAT a month.
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