Making Tax Digital Services for Bookkeepers and Bookkeeping Practices in the UK
Under Making Tax Digital, bookkeepers keep the records and often submit the quarterly updates, but year-end adjustments, tax planning and the final declaration need a tax-qualified partner. ABM Chartered Accountants provides that layer, with your client relationship protected in writing.
The Tax Layer Behind Your Bookkeeping
Our Making Tax Digital for bookkeepers service is a defined division of work. You maintain your clients’ digital records and, if you are a registered agent, submit their quarterly updates. After 5 April we take over: applying accounting and tax adjustments, claiming capital allowances and reliefs, preparing the tax computation, reviewing planning opportunities and filing the final declaration. You stay the client’s contact.
We also offer optional pre-submission reviews of your quarterly figures and a technical helpline for MTD questions, so your practice can take on more complex clients with confidence
MTD Services We Deliver for Bookkeepers
These are the parts of the Making Tax Digital cycle partner bookkeepers most often hand to ABM. Everything else in the cluster is available on request.
Software Setup
Selection and configuration of HMRC-recognised software for VAT and Income Tax.
Year-End Finalisation
Accounting and tax adjustments applied before your final declaration is submitted.
Compliance Reviews
Periodic checks that records, software and submissions still meet HMRC requirements.
HMRC Enquiry Support
Correspondence, queries and compliance checks from HMRC handled on your behalf.
HMRC Account Management
Your HMRC online account monitored, updated and reconciled by your authorised agent.
Final Declaration
Year-end adjustments, reliefs and your MTD tax return filed by 31 January.
Why Bookkeepers Partner With ABM
Clients stay yours: A written non-solicitation agreement means we never market to or approach your clients.
Year-end done properly: Chartered accountants apply adjustments and reliefs, reducing tax and enquiry risk for your clients.
Take on bigger clients: With a tax partner behind you, VAT-registered and multi-income clients become viable.
Shared fees, clear terms: Fee-sharing on year-end and referral work agreed in advance and paid promptly.
Technical backup: Ask our team about easements, exemptions and HMRC letters rather than searching forums.
Supporting Bookkeeping Practices Across the UK
ABM Chartered Accountants partners with bookkeepers from our Canary Wharf office in London and remotely with practices in Manchester, Birmingham, Leeds, Glasgow, Bristol, Cardiff and every UK region, working in their clients’ software.
Client Types We Support Together
Partner bookkeepers bring us sole traders and freelancers, landlords with several properties, construction subcontractors under CIS, hospitality and retail businesses, healthcare professionals with mixed income and e-commerce sellers needing year-end tax work.
Why Choose ABM as Your Bookkeeping Tax Partner
Partners Not Leads
We treat bookkeepers as professional partners, not a source of leads, and never bypass you with the client.
Clean Handover Proces
A simple year-end checklist tells you exactly what we need and when, so handover takes minutes.
Same Software
We work in Xero, QuickBooks, Sage or FreeAgent alongside you, with no data exports or re-keying needed.
How We Work
Initial Consultation
Set Up and Onboard
Ongoing Support
We provide regular reviews and proactive advice to keep your finances optimised and HMRC-compliant.
Get in Touch Today
Whether you need help with your tax return, payroll, VAT, or business advisory, our qualified UK accountants are ready to provide clear, practical guidance for your specific needs.
Book a Consultation
Fill in the form below and one of our expert accountants will contact you promptly to discuss your accounting and tax requirements.
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MTD for Bookkeepers FAQs
Answers to common questions from bookkeepers about dividing Making Tax Digital work with a chartered accountancy partner.
Can bookkeepers submit quarterly updates themselves?
Yes, if registered as an agent with HMRC and appropriately licensed by their professional body. Many partner bookkeepers submit updates and hand the year-end and final declaration to us.
What exactly does ABM do at year end?
Accounting adjustments, disallowable and private use items, capital allowances, loss relief, other income and reliefs, the tax computation, a planning review with the client if wanted, and submission of the final declaration.
How do you protect my client relationship?
Through a signed non-solicitation agreement. We do not market to your clients, we copy you on correspondence, and the client is told you remain their primary contact.
Can you review my quarterly figures first?
Yes. An optional review service checks categorisation, VAT treatment and completeness before you submit each quarterly update, which is particularly useful for new or more complex clients.
How are fees handled between us?
Year-end work is quoted per client with a share paid to you for the handover, or invoiced directly to the client with a referral fee to you, whichever you prefer.
What if a client gets an HMRC letter?
Send it to us. Our HMRC enquiry team handles correspondence, penalty appeals and compliance checks, keeping you informed throughout and protecting the record-keeping work you have already done.