Connecting software to HMRC for Making Tax Digital (MTD) for Income Tax should be straightforward but for many firms, it often feels anything but. The confusion doesn’t usually come from the software itself, but from the multiple HMRC steps that need to happen first.
In reality, the process involves three distinct stages: setting up the practice correctly within HMRC, authorising the client relationship, and ensuring the client is fully signed up to MTD for Income Tax. When these steps are missed or combined, connection issues quickly follow.
With MTD for Income Tax rolling out from April 2026, understanding this sequence is becoming increasingly important. Getting the groundwork right early can make the final software connection far simpler and far less frustrating.
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