Simplifying MTD IT for Accountants' Clients

As an accountant, you are likely to have clients who’ll prefer to handle their own Making Tax Digital for Income Tax (MTD IT) digital record keeping and quarterly submissions for convenience or cost.

They’ll still rely on you, though, for their year-end review, clean-up, and compliance.

If you want a simple way to help those clients meet their MTD IT obligations, TaxNavQ is the solution.

It enables your clients to meet the MTD IT criteria and submit quarterly directly to HMRC. It also provides you with their detailed transaction data so you can complete the final-year-end adjustments and prepare their annual return.
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TaxNav eases the process for your clients

At TaxNav, we’re helping self-employed and property income earners prepare for these changes. Our HMRC-recognised software, combined with our support, makes it easier to maintain digital records, submit the required quarterly updates, and stay fully compliant with HMRC’s MTD IT reporting requirements.

For example, with TaxNavQ your clients don’t have to give up the way they already record their income and expenses. They can continue using their own spreadsheet (or use our ready-made spreadsheets) and simply link via the TaxNav app. The summary totals are automatically imported into the software and sent securely to HMRC, keeping your client fully compliant with MTD IT and with minimum fuss.

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Laptop displaying the TaxNav app interface with headings and data tables summarising tax information
Screenshot of the TaxNav app dashboard explaining how TaxNav simplifies tax refunds, with a colourful pie chart representing categories

What MTD IT involves for self-employed and property income earners

If your clients receive self-employment and or property income above the mandatory threshold, MTD IT will change how they manage their tax reporting. Instead of filing one annual Self-Assessment, they will need to:

  • Keep digital records of income and expenses in HMRC-recognised software for each income stream
  • Send quarterly updates of their year-to-date income and expense costs to HMRC
  • Advise you to review at year-end, their submissions already made

Missing a deadline will lead to HMRC penalties, so preparing early is essential.

What is TaxNav?

TaxNav is HMRC-recognised, MTD IT compliant software,
is designed to:

  • Simplify digital record-keeping and submissions
  • Improve data safety with encryption and authentification
  • Reduce confusion and save time
  • Reduce errors and avoid penalties
  • Provide reminders to remove penalies
  • Be Excel spreadsheet-friendly
  • Navigate your self-assessment obligations with ease
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Who must follow MTD IT

MTD for Income Tax applies to self-employed and property income earners that exceeds the HMRC’s threshold. This includes:

  • Individuals in self-employment
  • Landlords with income from single or multiple rental properties
  • Individuals with both self-employed and property income
  • From April 2026 anyone with a trading income over £50,000
  • From April 2027 anyone with a trading income over £30,000
  • From April 2028 anyone with a trading income over £20,000
  • And maybe from April 2029 anyone with a trading income over £10,000

Why you should prepare for MTD IT now

Although April 2026 may feel a long way off, the changes are significant.
Supporting clients early brings benefits for both of you. Here are some practical steps to take:

  • Recommend a simple solution like TaxNavQ where they need one
  • Review their record keeping and, where appropriate, enrol them into TaxNavQ
  • Let them get familiar with quarterly year-to-date reporting before it becomes mandatory

About TaxNav

TaxNav is a UK-based company built on a solid foundation of experience and technical knowledge. We:

  • Developed MTD for VAT and have followed the MTD IT programme since it was first considered in 2014
  • Provide a detailed view and download of all income and expense transactions for your review - alongside the summary submissions sent to HMRC.
  • Guarantee full compliance with HMRC  MTD IT regulations
  • Make the HMRC connection and authentication process painless
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HowTaxNav supports self-employed and property income earners

At TaxNav, we’re already part of HMRC’s MTD IT pilot programme. Our software and support have been designed to handle the complexities of self-employment and property income. That includes single or multiple trades, and UK or foreign properties.

Here’s how we make the transition to Making Tax Digital for Income Tax easier and less stressful for your clients.

1. Stay compliant with confidence

We’re HMRC-recognised and fully compliant, giving you peace of mind. Our automatic reminders help your clients avoid missing a quarterly deadline. They also gain a clear view of their estimated year-end tax bill, which helps them plan ahead.

2. Record and report with ease

Our simple online platform allows your clients to maintain digital records of their income and expenses from their phone or laptop by entering transactions manually.

They also gain access to Excel templates to track different income streams and expenses.

Most importantly, our bridging software lets them continue using their spreadsheets while still meeting HMRC’s MTD IT filing requirements.

3. Simple, secure and cost-effective

Rest assured, TaxNav keeps client data safe and secure through our encrypted storage. All information stays private. In addition:

  • It’s an easy to use, browser-based application with no downloads or complicated setup
  • Our step-by-step guidance makes recording transactions and using the application simple
  • We’re cost effective, sitting below full bookkeeping packages in both complexity and pricing

Whether clients have a single income source or several, TaxNav supports these complexities within one licence per National Insurance Number and makes MTD IT compliance straightforward.

Illustration of a landlord using the TaxNav app on a laptop with a house icon in the background.

Smart
Simple
Secure
Compliant

Why choose TaxNav for your clients’ Making Tax Digital for Income Tax (MTD IT)

Intuitive & easy

TaxNav is an efficient and easy to use online tool for managing clients quarterly self-assessment tax obligations, eliminating confusion and saving them time.

Step by step

TaxNav understands what is relevant to your clients and guides them through the submissions process, removing unnecessary information and extra steps along the way.

Officially recognised by HMRC

TaxNav is officially recognised by HMRC as fully compliant software for Making Tax Digital for Income Tax

Safe & secure

TaxNav keeps your data and privacy secure, so your clients can manage and submit their records with confidence. TaxNav has no access to their historic tax data.

We specialise in tax

At TaxNav we are proud of our technical tax knowledge, so our users don't have to be. We make navigating the complex and strict requirements of HMRC straightforward and easy to understand.

Cost-effective

TaxNav is designed specifically for the self-employed and landlords, making it a much more affordable option than all-in-one book-keeping solutions.

Start early and stay ahead

MTD IT becomes mandatory for many clients in April 2026, with more to follow in the years after. Getting started now means you and your clients will be ahead of the curve - with no surprises or last-minute panic.

If you're ready to discover more about, affordable software built around how your clients actually work, TaxNav is ready when you are.

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