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Alison Mead

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By Alison Mead, Bookkeeping Mentor ...

Bookkeepers: how you can prepare your landlord clients for Making Tax Digital

Alison Mead

CREATED BY ALISON MEAD

Published: 15/06/2026 @ 09:01AM

#MakingTaxDigital #MTD #IncomeTax #Landlords #HMRC

Making Tax Digital (MTD) for Income Tax is no longer a future consideration for landlords. The rollout is now underway, and many landlords will need to change how they keep records and report income to HMRC ...

Prepare your landlord clients for Making Tax Digital with these tips for bookkeepers

Prepare your landlord clients for Making Tax Digital with these tips for bookkeepers

As a bookkeeper, you are ideally placed to help your clients prepare for the transition and avoid any last-minute surprises. Landlords with qualifying income over £50,000 are now within the first phase of MTD, with the threshold reducing to £30,000 in 2027 and £20,000 in 2028, bringing many more property owners into scope over the coming years.

One of the first steps is helping your clients understand
whether the new rules apply to them!

Many landlords are still unsure how qualifying income is calculated and whether their rental activities fall within the scope of MTD. Having these conversations now can help them understand their obligations and give them time to put the right systems in place before deadlines become an issue.

You can then guide your clients through what has actually changed. Under the new rules, landlords must keep digital records and submit quarterly updates to HMRC using compatible software.

At the end of the tax year, they will submit a Final Declaration rather than relying solely on the traditional Self Assessment process. For many landlords, this represents a significant change in both mindset and administration.

This is where your support can make a real difference!

Many landlords still rely on spreadsheets, paper records or a collection of receipts gathered throughout the year. By encouraging clients to adopt digital record-keeping now, you can help them establish good habits before quarterly reporting becomes part of their routine. Early preparation also reduces the risk of rushed software migrations and inaccurate submissions.

Software will play an important role in the transition. Solutions such as Xero can help your clients maintain digital records, track income and expenses throughout the year, and prepare the information needed for quarterly updates.

Rather than viewing MTD as an additional burden, you can help clients see it as an opportunity to gain better visibility over their property finances and make more informed decisions throughout the year.

For many landlords, Making Tax Digital will be the biggest change to tax reporting they have experienced in years. By starting conversations early, identifying who is affected and helping clients adopt digital processes, you can position yourself as a trusted adviser.

That makes the transition straightforward, organised and far less stressful.

Until next time ...


ALISON MEAD
I'm your Bookkeeping Buddy: Discover more by clicking here!

Would you like to know more?

If anything I've written in this blog post resonates with you and you'd like to discover more about Making Tax Digital for Landlords, it may be a great idea to give me a call on 01604 420057 and let's see how I can help you.

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#MakingTaxDigital #MTD #IncomeTax #Landlords #HMRC

About Alison Mead ...

Alison Mead 

Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.

You know what they say: if you want something done well ask a busy person!

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