Skip to main content Join HMRC’s MTD for Income Tax testing phase
Looking to glide smoothly into the new era of Making Tax Digital (MTD) for Income Tax ahead of April 2026? FreeAgent Practice Partners with an agent services account can sign up to HMRC’s testing phase and use FreeAgent to make MTD for Income Tax submissions for the 2025/26 tax year on behalf of their eligible sole trader and landlord clients.
Getting started early means practices and their clients can get comfortable with the new process before it becomes mandatory. Plus, by joining the testing phase, accountants and bookkeepers will have access to dedicated support from HMRC – it’s a win-win!
Thinking of jumping into the testing phase? Here’s what to do next:
- Check that your clients meet HMRC’s eligibility criteria.
- Make sure they also meet FreeAgent’s eligibility criteria.
- Have a chat with your client about the testing phase and get their go-ahead to proceed.
- Sign them up for 2025/26 filing via HMRC.
We’ve put together some more in-depth guidance on our Knowledge Base to walk you through setting up both your practice and your clients for MTD for Income Tax using FreeAgent.
HMRC has also emailed tax agents with an online form for further support - including information via email, virtual Peer Group Sessions (PGS) and direct 1:1 support.
Keen to know more?
Request a free trial from FreeAgent and book a slot to speak with one of our friendly team - they’ll be able to answer your questions about FreeAgent’s functionality, MTD for Income Tax and much more.
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