Do It Yourself (DIY)

MTD for Income Tax

Three focused sessions to get you set up, confident, and ready to submit your own returns, with expert guidance every step of the way.

See the complete package

Who this is for

Is this the right fit for you?

Sole traders and landlords with straightforward tax returns who have been handling their own self-assessment and bookkeeping, and want to keep doing so with the confidence that comes from being properly set up for MTD.

You like being hands-on

You've been doing your own books and self-assessment, and it works for you.

Your returns are straightforward

Sole trader or landlord income without complicated extras.

You want a proper setup

MTD changes the rules. You want to start on the right foot, first time.

The West Highland Way approach

Your journey, with the map already read

Think of it like setting off on the West Highland Way with everything you need already in your rucksack.

Before you leave, we sit down with you and go over the map. We tell you where the best stopping points are, which bits of the terrain to watch out for, and how to read the route so you don't go wrong. We help you choose the right gear, pack it properly, and make sure you know how to use it.

Then you set off. At your own pace, on your own feet, in charge of your own journey. You carry your own records, make your own submissions, and do your own bookkeeping throughout the year.

At the end, before you make your Final Declaration, we check your logbook, casting a fresh pair of eyes over everything to make sure it all adds up and nothing's been missed.

Independence, with expert guidance built in at every stage that matters

The three modules

Take them individually, or bundle all three and save.

1

Getting started the right way

£49 + VAT

Choosing the right software for how you actually work

15-minute Zoom session · questionnaire beforehand

  • How and when to register for MTD, and what happens if you miss your deadline
  • Which software is right for you, based on your business type, your current tools, and how you like to work
  • Why your bank setup matters, and whether a bank add-on like Starling or Monzo could do some of the heavy lifting for you
  • Guidance on timing, ideally done well before your MTD start date so you have room to get set up properly
Before we meet: we'll send a short questionnaire covering your turnover, business type, current tools, and software experience. That way, your 15 minutes with us is spent on tailored recommendations, not background questions.
2

Making digital work for you

£89 + VAT

Setting up and learning your software so you can actually use it

45-minute Zoom session · recording and transcript included · 3 months to access

  • Setting up your chosen software, with screenshare guidance if you're using a bank add-on
  • Tailoring the tool to fit your business, including categories, defaults, and settings that make sense for how you work
  • Tips and tricks to make the software easier, including automatic categorisation to cut down on repetitive admin
  • How to get receipts and supporting information into the tool, including what HMRC actually requires you to keep
  • How to classify transactions correctly so your records are clean at year end
  • How to spot if something has gone wrong before it becomes a problem
  • How to submit your quarterly updates directly through the tool
Please note: our expertise is in FreeAgent and Xero. We are not able to support Sage or QuickBooks in these sessions. If you're using a bank add-on like Starling or Monzo, we're happy to work with that via screenshare.
3

End of year sense check

£197 + VAT

Trained eyes on your Final Declaration before you submit

Personal walkthrough via Loom or Zoom · strict checklist followed

  • Review of your drafted Final Tax Return, checking everything adds up to a complete and accurate picture
  • Sense check that your software is set up correctly and records are captured the way HMRC expects
  • Verification of your tax calculation to catch common errors before they become penalties
  • High-level review of your record-keeping, including categorisation and allowable vs non-allowable expenses
  • Checking high-risk areas HMRC pays particular attention to, like clothing claims and mixed-use expenses
  • Flagging anything that looks missing, inconsistent, or worth querying before you hit submit
  • Recommendations for the year ahead, including whether you'd benefit from tax planning or a tidy-up
How it works: we get access to your records in advance so we can review everything properly before walking you through our findings. You'll come away knowing exactly where you stand and what, if anything, to do next.

The complete package

All three modules together

£299 + VAT
Save over 10% — £36 off the individual price (£358.80 inc. VAT)

Monthly payment plans available on request

Get started

Recordings included

Zoom sessions are recorded. You'll have access to the recording and transcript for 3 months, so you can revisit anything at your own pace.

Get in touch

Ready to get started, or want to check if this is the right fit for you? Drop us a message and we'll go from there.

Send us a message