Signing up for MTD for Income Tax is not automatic. Even if you have been filing Self Assessment for years, you must explicitly join the MTD service before the April 2026 deadline if your income exceeds £50,000.
Pre-Registration Checklist: What You Need
Before you start the HMRC MTD sign up process, ensure you have the following to hand:
- Government Gateway ID and Password: The same one you use for your personal tax account.
- National Insurance Number: To verify your identity.
- Unique Taxpayer Reference (UTR): Found on your previous tax returns or HMRC correspondence.
- Business Start Date: The date you officially began trading or receiving rental income.
- HMRC-Recognised Software: You cannot finish the sign-up process effectively without linking your chosen software.
The 5-Step Sign-Up Process
- Check Eligibility: Log in to your HMRC portal to confirm your turnover from the 2024/25 tax year exceeds the mandate threshold.
- Select Your Software: Download and set up Kletta. Ensure it is fully updated for the 2026/27 tax year requirements.
- Initiate Sign-Up on GOV.UK: Visit the official "Sign up for Making Tax Digital for Income Tax" page.
- Confirm Business Details: HMRC will ask you to confirm your trade name, address, and nature of business.
- Authorise Software: This is the final and most important step. You must give your software permission to interact with HMRC. This creates the "Digital Link" required for your quarterly updates.
Local Registration Support
Glasgow and Aberdeen: High-Value Oil and Gas Contractors
Many contractors in the North East of Scotland have complex tax affairs involving overseas work. When performing your HMRC MTD sign up, ensure your software handles "Residence and Remittance" if you spend time working offshore or abroad. Local tax advisors in Aberdeen can assist with the initial software mapping to ensure these nuances are captured.
Cardiff and South Wales: Bilingual Compliance
The Welsh government encourages the use of the Welsh language in business. HMRC provides bilingual services, and when you sign up for MTD, you can often opt for Welsh-language communications. Ensure your chosen software supports the data formats required for this.