Skip to main content Tackling MTD for Income Tax with your clients
Prepare your practice and clients for lift-off with FreeAgent’s MTD solution.
Try FreeAgent for freeAlready a FreeAgent Partner? Book your free MTD consultation with your Account Manager.
Sole trader or landlord? Visit our Making Tax Digital information hub for a range of resources.
We’re MTD ready - are you?
Get started today
Our HMRC-recognised MTD solution is ready to go and our pilot programme is open to Partners. When the new rules come into effect in 2026, you’ll already be compliant and ready to file.
Exceptional support when you need it
With the ‘Friendliest service in the UK’, excellent migration support and first-class resources, you’ll never be alone in the transition.
Save time and money
FreeAgent is free for clients with a Mettle, NatWest, RBS or Ulster Bank account* and connects to dozens of other banks to import transactions automatically.
Everything you need for MTD and beyond
As well as being fully MTD-compatible, FreeAgent offers accountants and bookkeepers smart, easy-to-use features designed to make your practice more efficient:
- Streamline data collection: use Open Banking bank feeds and reconsent them in bulk
- Speed through admin: let AI-powered technology do the heavy lifting by automatically categorising bank transactions
- Collaborate effortlessly: free up your admin time with our award-winning mobile app which helps clients to maintain digital records
- Power through onboarding: access tailored support to help train your clients
- Grow without hassle: reduce cost by choosing a software that grows with your clients - all our core features are included meaning there’s no need to ever upgrade packages
FreeAgent for Landlords lets your clients get on with letting
Unincorporated clients can keep digital records and you can submit MTD-compatible quarterly submissions and final declarations directly to HMRC. Use FreeAgent for Landlords to:
- Streamline property management: effortlessly record property income, track expenses, and monitor profitability
- Customise ownership: set unique ownership splits for clients with multiple properties
- Simplify tax filing: automatically populate property details on your client’s Self Assessment tax return
When's it happening?
April 2022
MTD for VAT applies to all VAT-registered businesses
April 2026
MTD for Income Tax will apply to most self-employed individuals and landlords with qualifying income over £50,000
April 2027
MTD for Income Tax will apply to most self-employed individuals and landlords with qualifying income over £30,000
April 2028
MTD for Income Tax will apply to most self-employed individuals and landlords with qualifying income over £20,000
Resources for you and your clients
FreeAgent Partners can unlock even more exclusive resources on the Practice Portal.
Guide
MTD client guide
Guide your clients through the transitional period by sharing this free four-page guide.
Download now
Video
FreeAgent's MTD solution
Take a look at FreeAgent's MTD for Income Tax functionality in action.
Watch now
Guide
MTD for Income Tax: what landlords need to know
Here’s what’s changing for clients that earn income from property.
Read more
Award-winning software… with award-winning support
Winner
2024 UK Customer Experience Awards - SME
Silver for Customers at the Heart of Everything
Winner
2024, 2023, 2022, 2020 and 2019 ICB Luca Awards
Friendliest Software of the Year
Winner
2024 Contracting Awards
Best Contractor Accounting Software
Top Product
2021 and 2020 AccountingWEB Software Awards
SME Accounting / Bookkeeping Software
"With the support of FreeAgent, we've held webinars to educate clients on MTD. FreeAgent's support in this is invaluable. We are extremely proud to be an accredited FreeAgent practitioner. Our clients can be confident that we will be able to help them on their journey with FreeAgent every step of the way."
Pricing for accountants and bookkeepers
Free Practice Dashboard
There's no cost to get started with FreeAgent. Once you sign your agreement, you'll gain access to your free Practice Dashboard and you'll only be charged for the client licences you add.
Discounted pricing options
As part of our Partner Programme, you'll access discounted pricing options for your clients as the number of active licences on your Practice Dashboard increases. See a full breakdown of our standard pricing.
Free licences for your clients…
…with NatWest, Royal Bank of Scotland or Ulster Bank business current accounts or Mettle bank accounts.*
*For as long as they retain their account or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.
Request a free trial
Once you submit a request form, you can either book a time slot or we'll call you within two working days. Whichever you choose, we'll be in touch to find out more about your practice and talk you through our software.
Not an accountant or bookkeeper? You might be looking for our free trial for small businesses.
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