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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 — whether 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, TaxNav 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 quarterly transaction data so you can complete the final year-end adjustments and prepare their annual return
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TaxNavHQ eases the process for you and your clients
TaxNavHQ provides a complete dashboard view of all your clients using TaxNav to submit their quarterly returns
TaxNavHQ will manage and keep an eye on your clients. It will chase them with tailored reminders to ensure they submit their quarterly returns on time — and should they choose even submit for them if they have populated their data but simply forgotten to submit. After all, this is new to them and they are running their own businesses.
We don't insist on clients conforming to HMRC MTD IT on day one. We just need clients to start by ensuring they submit their four returns in time during the year. Digital record-keeping will get better in time as clients get used to submitting their data more regularly.
TaxNavHQ also deploys client AI agents — digital teammates that work in parallel across your client base, investigating, analysing and remediating MTD IT issues, whilst you are left to focus on creativity and strategic direction.
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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:
What is TaxNav?
TaxNav is HMRC-recognised, MTD IT compliant software, designed to make quarterly reporting straightforward for your clients.
With TaxNav, 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 Excel templates — and simply link it via the TaxNav app.
Clients can also enter transactions manually, or even just totals from the records they already keep. However they choose to work, TaxNav handles the submission.
