MTD Compass

Are you ready for MTD for Income Tax?

Most people aren’t sure. In 2 minutes, get a clear answer and the right next step.

Does MTD apply to me • what sofware is available • what else should I do

MTD Compass visual showing a clear path through MTD decisions

What you’ll get

Your MTD position

A clear view of whether and when Making Tax Digital applies to you.

Software options

A tailored shortlist of suitable software, based on your situation and preferences.

What to consider

Key decisions, costs and practical considerations explained in plain English.

What you’ll get

What you’ll get from the Quick Check

Whether MTD applies

Check whether you are likely to be in scope for MTD for Income Tax.

Your readiness level

See whether your current records are likely to need a light tidy-up or a bigger change.

Your practical route

Get a suggested route: do it yourself, get some help, or use an accountant-led setup.

Software options that fit

Review options that match your business type, income sources and digital preferences.

How it works

Simple questions. Practical output.

No technical knowledge needed. Just straightforward answers.

1

Answer a few simple questions

Tell us about your business type, income, records and support preferences.

2

Get your MTD position

See whether you are likely to be in scope and what that means for you.

3

See practical next steps

Get a clear route forward and software options that fit your profile.

Result preview

What your result looks like

Your result is designed to be clear, practical and specific to your answers.

No generic waffle. No maze of legislation. Just enough clarity to act.

Example result

Status Likely in scope from April 2026
Readiness Medium
Recommended route Simple software setup
Next step

Choose a tool and start digital record-keeping.

Market insight

MTD Income Tax software market funnel

The MTD software market is not a flat list of equal options. As you apply practical criteria, the field narrows quickly.

This funnel is designed to help make that reality visible. It starts with software listed on the HMRC site, then narrows through additional filters such as readiness for quarterly submissions, annual submissions, and the presence of built-in compliance support such as HMRC Assist.

The aim is to help you understand not only what exists, but also how the viable shortlist changes depending on your priorities, setup preferences and budget.

Not all listed tools go the full distance

Many products appear on the HMRC list, but fewer are ready across the broader MTD workflow.

Annual readiness narrows the field

The shortlist contracts significantly when moving from quarterly-only capability to fuller submission readiness.

Compliance support is rarer

Features such as HMRC Assist are still the exception rather than the rule.

Preview of the MTD Compass dashboard

Interactive funnel view

Use the report filters to explore how the software landscape changes by income source, cost model, cloud versus bridging approach, and submission capability.

This report is intended as a market intelligence view to support understanding and comparison. It should not be treated as a substitute for tailored advice on your own circumstances.

Apply this to your own situation

Start with a simple Quick Check and see your next step.

No sign-up. Just a clear answer.