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? Good news – if you’re a Practice Partner with an agent services account, you can now use FreeAgent to make MTD for Income Tax submissions for the 2025/26 tax year on behalf of your eligible sole trader and landlord clients.

Getting started early means you and your clients can get comfortable with the new process before it becomes mandatory. Plus, by joining the testing phase, you’ll also 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:

  1. Make sure your client meets FreeAgent’s eligibility criteria.
  2. Check that they also meet HMRC’s eligibility criteria.
  3. Have a chat with your client about the testing phase and get their go-ahead to proceed.
  4. 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.

Not quite ready to take the plunge?

Book some time with your Account Manager for an MTD consultation. They’ll be able to help you evaluate your current client base, identify which ones will be affected by MTD, and pinpoint key dates so you can plan ahead. You’ll come away with an actionable plan with clear next steps.

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