MTD readiness checklist

Records, bank and software, before you assume a start date. The list does not file anything.

Not sure which start date applies?

The checker stays in the browser. This form emails the site without those figures.

0 of 7 ticked. The ticks stay in this browser. Nothing is sent.

You know the tax year HMRC would review, not just a single undated total
Gross self-employment income is separated from wages
Gross property income is separated from expenses
You are registered for Self Assessment
You have looked at HMRC’s compatible software list
You have not treated an untested product as the best
You know quarterly updates are not the final declaration

General information, not tax or legal advice.

What a tick means

A tick is a reminder in the browser. It does not register you for Making Tax Digital, and it does not send a figure to this site. Separating wages from rent is the check that stops a salary being treated as qualifying income.

What the list does not do

It does not choose software, file an update, or replace the GOV.UK sign-up. Software on this site is not yet hands-on tested.

This list and HMRC sign-up

This checklist	Stays in the browser. Nothing is filed.
GOV.UK	Sign-up and the official software list.

Frequently asked questions

Does ticking the list sign me up?

No. The ticks stay in the browser. HMRC sign-up is on GOV.UK.

Does this choose software?

No. Software on this site is not yet hands-on tested.

Sources

Reviewed by

Christopher Norton

UK Property Tax & Making Tax Digital Specialist

FCCA and Chartered Tax Adviser. Director of Norton and Sons Associates Property Tax Firm. Property tax and MTD compliance since 2005.

Figures updated: 19 October 2026Content reviewed: October 2026Independent. Not affiliated with HMRC, GOV.UK or any software provider.