MTD Readiness Assessment and Implementation for UK Businesses
Unsure whether Making Tax Digital applies to you, or where to start? ABM Chartered Accountants provides a structured MTD readiness assessment and implementation service that confirms your obligations, finds record-keeping gaps and delivers a working setup before your first deadline.
Know Exactly Where You Stand With MTD
An MTD readiness assessment and implementation review starts with your qualifying income, which is your gross self-employment and property income before expenses. HMRC used 2024 to 2025 Self Assessment returns to decide who joined MTD for Income Tax in April 2026, but its letters are not always accurate, so we verify your position independently and confirm your start date.
We then audit how you currently keep records, test your existing software against HMRC requirements and produce a written implementation roadmap covering software, processes and deadlines.
Related Making Tax Digital Services
A readiness assessment leads naturally into the setup work that follows. Our team can complete every stage of your MTD implementation, from registration through to your first quarterly update.
MTD Registration
HMRC sign-up, agent authorisation and ongoing compliance support handled for you.
Compatible Software Setup
Selection and configuration of HMRC-recognised software for VAT and Income Tax.
Digital Bookkeeping Setup
Chart of accounts, categories and opening balances built for MTD digital records.
Bank Feed Automation
Live bank feeds, rules and receipt capture that remove manual data entry.
Quarterly Updates
Preparation and submission of all four quarterly updates before each HMRC deadline.
MTD for ITSA
Full MTD for Income Tax support for sole traders and landlords above the threshold.
Why Assess Before You Implement
No surprises from HMRC: You learn whether MTD applies, and from which tax year, well before penalties become a risk.
Right software first time: Assessing your income types and transaction volume avoids paying for a platform that cannot handle property or foreign income.
Exemptions identified: If you are digitally excluded or below the threshold, we confirm it and document the position.
Clear costed roadmap: You receive a written implementation plan with owners, dates and a fixed fee for each stage.
Smoother first quarter: Businesses that assess early submit their first quarterly update without last-minute data problems.
MTD Readiness Assessments Across London and the UK
ABM Chartered Accountants carries out MTD readiness assessments from our Canary Wharf office in London and remotely for sole traders, landlords and businesses in Manchester, Birmingham, Leeds, Glasgow, Bristol and nationwide.
Readiness Reviews for Every Sector
We assess MTD readiness for landlords with multiple properties, contractors and freelancers, construction subcontractors, healthcare professionals with NHS and private income, hospitality operators and e-commerce sellers trading across several platforms.
Why Choose ABM for Your MTD Assessment
Independent Verification
We check your qualifying income against your own records rather than relying on an HMRC letter that may be wrong.
Written Deliverable
Every assessment ends with a documented roadmap you can act on, whether or not you engage us for implementation.
Fixed Fee Pricing
The assessment is quoted upfront, so you know the cost before we start and there are no hidden extras
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 Readiness Assessment FAQs
Common questions from sole traders, landlords and business owners about assessing and implementing Making Tax Digital requirements.
What does an MTD readiness assessment include?
We confirm whether MTD for VAT or Income Tax applies, verify your qualifying income and start date, review your current records and software, and deliver a written implementation roadmap with clear next steps.
How is qualifying income calculated for MTD?
Qualifying income is gross self-employment turnover plus gross property income before any expenses. Employment income, dividends, pensions and interest are excluded. Jointly owned property counts only your share of the income.
Is my HMRC letter definitely correct?
Not always. HMRC based letters on 2024 to 2025 returns, and basis period reform inflated some figures. We check your actual income and can challenge an incorrect notice on your behalf.
Can I be exempt from Making Tax Digital?
Yes. HMRC grants exemptions where digital tools are not practical due to age, disability, location or religious grounds. We assess whether you qualify and prepare the exemption application if so.
How long does implementation take after assessment?
Most sole traders and landlords are fully set up within two to four weeks, covering software configuration, bank feeds, opening balances and HMRC sign-up. Complex multi-entity setups may take longer.
Should I join MTD voluntarily before my deadline?
Often yes. Voluntary sign-up lets you test quarterly updates while no penalty points apply, and it smooths the transition when your threshold year arrives. We advise case by case.