MTD IT Services Package Overview
- From April 2026, Making Tax Digital for Income Tax (MTD IT) becomes mandatory for anyone whose turnover exceeded £50,000 in the 2024/25 tax year. Under MTD IT, the traditional Self Assessment is replaced with quarterly digital submissions and a year‑end Final Declaration.
- Our complete MTD managed service ensures everything is run smoothly, accurately, and with personalised support, ensuring ease and accuracy.
Who This Package Is For:
This service is ideal for:
- Sole traders & landlords who meet the 2024/25 £50,000 turnover threshold
- Sole traders and landlords who use or are happy to use FreeAgent
- Anyone looking for a fully supported bookkeeping and MTD service
To maintain accuracy and compliance, we only take on MTD IT clients who use FreeAgent and where we complete the bookkeeping ourselves.
What’s Included:
✔ Monthly Bookkeeping
We manage:
- All bank transactions
- Business expenses (you may upload/process your own if preferred)
- Bank reconciliations
- Keeping FreeAgent clean, accurate and up to date
Seasonal Businesses
Your pricing will not be based on your busiest months.
We calculate your fee using your average monthly activity across the year for fairness and stability.
Monthly Averages
Your monthly fee bracket is determined by your average monthly transaction volume, rather than monthly fluctuations.
✔ Quarterly MTD IT Submissions
Every quarter:
- We prepare your MTD update
- Send it to you for approval
- Submit to HMRC once you have approved it
✔ Year‑End Final Declaration
This is the MTD replacement for the Self-Assessment.
We will:
- Submit the Final Declaration to HMRC once approved
- Prepare your Final Declaration
- Request your approval before submission
✔ Ongoing Support
- Unlimited email support
- A simple, easy‑to‑follow FreeAgent user guide
- Answers to any questions about your accounts
- Guidance on potential tax‑saving opportunities
Pricing Structure
Pricing is transparent, simple and reviewed quarterly.
Base Package – £52 per month
Includes:
- Up to 20 average monthly transactions
- Quarterly MTD submissions (with client approval)
- Year‑end Final Declaration (with client approval)
- Support for account queries and tax‑saving ideas
Discover how our all-inclusive MTD IT Services Package simplifies your bookkeeping and tax submissions with friendly, expert support.
What Counts as a Transaction
A transaction includes:
- Any money in or out of any business bank account
- Any expense, receipt, payment or transfer needing processing in FreeAgent
You may process your own expenses if you’d like — this can help keep your transaction count lower.
Monthly Fee Brackets (Based on Average Monthly Transactions)
| Average Monthly Transactions | Monthly Fee |
| 0–20 | £52 |
| 21–40 | £76 |
| 41–60 | £100 |
| 61+ | Quoted individually |
This ensures predictable, fair pricing — ideal for seasonal or fluctuating businesses.
FreeAgent Software (Required)
Software is not included in the service fee.
If You Already Have FreeAgent
Great, there’s no additional cost.
If You Need FreeAgent
We offer discounted partner licences:
- Sole Trader FreeAgent licence: £12 per month
- Landlord FreeAgent licence: £6 per month
Clients with both self‑employment and property income must have two separate FreeAgent accounts, as HMRC requires separate digital records.
Optional Add‑On: FreeAgent Training
A practical, friendly 2‑hour Microsoft Teams session, including:
- Live screen‑sharing
- How to navigate FreeAgent confidently
- How to upload receipts, raise invoices, manage expenses, run reports
- Understanding how MTD submissions flow through the system
- Tailored guidance for your specific business
- Continued support with the software after your session
(Pricing available on request.)