We have solutions for both MTD for income tax and MTD for VAT

MTD for Income tax

Our MTD for income tax solutions cover all stages from periodic quarterly transmissions to end of year adjustments and then on to entering other income such as dividends and capital gains through to the finalsisation process. You can also take a hybrid approach using different software for periodic transmissions.

Digital Record Keeping

Under MTD it is necessary to keep your records digitally. This could be in an a bookkeping package or in a spreadsheet like Excel

You must keep all the transactions electronically but it is just the totals that are imported and transmitted.

Below are some example spreadsheets. These, and more, can also be accessed via the help tab in the software. The layout of the spreadsheets are entirely up to you. We just require the appropriate totals are labelled so that our software can find them.

Click here to download a sample excel spreadsheet suitable for self employed income

Click here to download a sample excel spreadsheet suitable for property (landlord) income

Click here to view a video about the spread sheet format

Click here to view a video of the transmission process

MTD for VAT

We have a number of solutions ranging from bridging software that will allow you to transmit data prepared in other packages such as excel, sage or VT transaction. This complies not only with the current regime but after the soft landing period has ended.

We also have bookkeeping software ranging from simple income expenses that can run on a smart phone to more comprehensive package with migration facilities from Sage.

All the software is both in the form of traditional desktop or as web based cloud versions.

Click here to see a brief screen video showing import and transmission of Sage 50 data

Click here to see a brief screen video showing import and transmission of excel data

Click here to download a sample excel spreadsheet suitable for transmission

Installing and paying

Click here to download the software. You will be able to import and transmit to a demo service. After paying you will be able to transmit to the live service.

MTD Bridge £40+VAT

PayPal process all our payments but you do not have to have a PayPal account. If you are having difficulty paying without opening an account for step by step instructions

After completing the transaction press the “return to Forbes website” button and your unlock code will come up on screen.

You will also receive a confirmation email from Paypal followed by another 3 – 15 minutes later with your unlock code, download instructions and some common questions.