Making Tax Digital solutions you and your clients can count on 

Get your practice ready for Making Tax Digital (MTD). Explore HMRC-recognised solutions that improve efficiency and ensure compliance for you and your clients.

man tax submission | Making Tax Digital Software

Digital tax return solutions 

Get MTD-ready with a solution that works for you 

Whether you’re crunching numbers with software, spreadsheets or both, your MTD solution needs to fit your workflow.  

From desktop to cloud, our HMRC-recognised software and MTD outsourcing services can help you balance the books, improve efficiency, and ensure compliance. 

Income Tax Self Assessments (ITSA) for MTD

From April 2026, self-employed taxpayers* must submit their Income Tax Self Assessment (ITSA) digitally under MTD. Accountants and bookkeepers, it’s time to prepare!

Join the MTD for ITSA pilot from IRIS, and rely on MTD-compliant software, test our digital ITSA processes, and create an ideal workflow ahead of the deadline.

Available to both new and existing IRIS customers – sign up below to express your interest in the IRIS pilot today.

* The April 2026 MTD ITSA legislation applies to self-employed people and landlords with a total annual income of more than £50,000 over the tax year.

happy woman tax assessment | Making Tax Digital Software

MTD software and services 

Explore MTD-compliant solutions for accountants and bookkeepers  
  • IRIS AccountancySuite 1 | Making Tax Digital Software

    MTD-compliant desktop accountancy software 

    Rely on a trusted, accurate accountancy solution that ensures you and your clients comply with MTD, every time. 

  • IRIS Elements 1 | Making Tax Digital Software

    Flex to clients’ needs with cloud MTD software

    Build your ideal MTD accountancy solution with flexible cloud-based software that’s HMRC-recognised. 

  • iris kashflow

    Ensure HMRC compliance with MTD bookkeeping software 

    Keep on top of digital tax reporting with a cloud bookkeeping solution for accountancy firms and their small business clients. 

  • IRIS Elements 1 | Making Tax Digital Software

    Support sole trader clients with IRIS Elements Cashbook 

    Provide your clients with accessible MTD-ready bookkeeping software and help them comply with MTD for ITSA. 

  • IRIS Outsourcing 1 | Making Tax Digital Software

    Outsource your MTD admin to the accounting experts 

    Facing extra admin with MTD for ITSA? Outsource to the experts and improve workflows with IRIS Outsourcing. 

Simplify bookkeeping and MTD for sole trader clients

Our FREE* user-friendly bookkeeping software is perfect for supporting non-VAT registered clients to save time and comply with MTD for ITSA.

MTD software  

What kinds of Making Tax Digital (MTD) solutions are there?  

    MTD Accountancy suite | Making Tax Digital Software

    Discover MTD software with IRIS  

    Make MTD compliance effortless with IRIS Accountancy Suite. Key features include:

    • Simple Excel integration – Import spreadsheets directly into the software to support smaller clients with ease.  
    • Familiar workflows – With built-in MTD functionality, you can work on Tax Return and MTD clients without switching software.  
    • Free bookkeeping tool – Get IRIS Elements Cashbook free* and unlock smoother bookkeeping support for your sole traders.  
    IRIS Elements | Making Tax Digital Software

    Flexible cloud-based software for MTD 

    Rely on IRIS Elements, our HMRC-recognised cloud-based accountancy software that’s MTD-ready.  

    • MTD-compliant workflows – Built-in MTD functionality means you can switch between Tax Return and MTD clients in seconds.  
    • Import spreadsheets – Using spreadsheets to support smaller clients? Import Excel docs directly into IRIS Elements Tax with zero fuss.  
    • Free bookkeeping toolIRIS Elements Cashbook supports your sole traders – and it’s free* with selected subscriptions.  
    IRIS Kashflow | Making Tax Digital Software

    MTD-ready bookkeeping software  

    IRIS KashFlow offers powerful tools to help your clients comply with Making Tax Digital (MTD).  

    • MTD dashboard – Track ITSA status, submissions and declarations from one central view.  
    IRIS Elements Cashbook | Making Tax Digital Software

    Get sole trader clients MTD-ready  

    IRIS Elements Cashbook is a cloud-based bookkeeping solution to help your sole trader clients comply with MTD for ITSA. Key features include: 

    • MTD-compliant – Digitise records and submit returns digitally to HMRC to comply with MTD ITSA. 
    • Smart invoicing – Create and send online invoices in seconds and receive payments instantly via IRIS Pay
    • Automatic bank feeds – Users can sync bank transactions directly with Cashbook, ensuring no details are missed.  

    Plus, IRIS Elements Cashbook is available for FREE* with selected IRIS products.  

    IRIS Outsourcing | Making Tax Digital Software

    Time-saving MTD Bookkeeping software 

    Simplify bookkeeping and stay MTD compliant with Dext’s automation tools, designed to save you time and effort. 

    • Supported income sources – Manage costs, sales, and bank transactions, compatible with SA105 and SA103F forms.  
    • Receipt capture – Use the AI Receipt Scanner to extract data from digital receipts (e.g. PDF or JPG) and publish data into your bookkeeping software. 
    • AI-powered features – Auto-categorise invoices, flag duplicates, tag suppliers, and receive due date reminders.  
    • Smart search – Quickly find receipt keywords or items requested by HMRC.  

* IRIS Elements Cashbook is available for free when you subscribe to any of the following compliance products: IRIS Personal Tax, IRIS Business Tax, IRIS Accounts Production, IRIS Starter Pack, Starter Pack Lite and IRIS Options, IRIS Elements Tax, IRIS Elements Tax and Accounts, or IRIS Elements Accounts Production.  

Simplify MTD with IRIS Outsourcing – expert support to reduce admin and ease your workload 

stars1 | Making Tax Digital Software

Trusted by over 24,000 accountancy firms like yours

paddenburg co limited circle | Making Tax Digital Software
We recently set up to file via Making Tax Digital (MTD) for Income Tax and Self-Assessment (ITSA) using the IRIS Accountancy Suite. This milestone marks a new era of digital tax filing, paving the way for a smarter, faster, and more efficient future for accountants and taxpayers alike.

Nick Paddenburg Paddenburg & Co Limited

Frequently asked questions about Making Tax Digital (MTD)

Yes, Making Tax Digital (MTD) requires businesses, sole traders, and landlords to keep digital records and submit tax returns using MTD-compatible software.  

Digitising the tax submission process ensures compliance with HMRC’s requirements, streamlines the filing process, and reduces the risk of errors. 

To comply with MTD legislation, accountancy and bookkeeping firms must use MTD-compliant software (like IRIS Accountancy Suite or IRIS Elements) to file with HMRC on behalf of their clients.  
Yes, all major IRIS accountancy and bookkeeping software is recognised by the HMRC as allowing users to comply fully with MTD legislation, including Income Tax Self-Assessment (ITSA). 

The following IRIS software is MTD compliant: 

IRIS Accountancy Suite 
IRIS Elements 
IRIS Elements Cashbook 
IRIS KashFlow Bookkeeping 

Whether you’re recording financial data, preparing tax returns, or submitting them directly to HMRC, IRIS accountancy software can help you comply with MTD. 
MTD for ITSA stands for Making Tax Digital for Income Tax Self-Assessment. It’s a UK government initiative, designed to digitise the process of submitting income tax returns.  

Under MTD for ITSA, self-employed individuals and landlords with an annual income above £50,000 are required to comply with the legislation, which involves keeping digital records and submitting quarterly income and expense updates to HMRC using compatible MTD software. 

For accountants and bookkeepers, MTD for ITSA means firms may need to take action to help clients digitise their self-assessment submission and maintain adequate digital records.  
MTD for ITSA (Making Tax Digital for Income Tax Self Assessment) is a HMRC-mandated legislation that applies to sole traders and landlords with a total annual business or property income above £50,000.

From April 2026 onwards, applicable sole traders and self-employed taxpayers will be expected to use compatible MTD software to: 

– Maintain adequate digital records 
– Submit updates and tax returns to HMRC. 

From April 2027, this threshold will include those earning between £30,000 and £50,000.  

From April 2028, this threshold will lower again to include those earning above £20,000.

For accountants and bookkeepers, it’s crucial to ensure your clients comply with MTD for ITSA if they fall within these brackets.  
MTD bridging software is a type of app or programme that connects non-compliant software, such as Excel spreadsheets, with HMRC’s systems to allow digital submissions.
  
Examples of MTD bridging software include IRIS Accountancy Suite and IRIS Elements. Both are MTD software that allow users to import spreadsheets (e.g. Excel documents) into the accountancy software, allowing accountants to calculate and submit their clients’ tax returns digitally. 

MTD bridging software is a practical solution for accountants and bookkeepers who want to help their clients remain MTD compliant without them having to use new accounting software. 
Yes, there are some free MTD software options available, although they may come with limitations such as not being able to file with HMRC. 
With IRIS, you can get IRIS Elements Cashbook – an easy-to-use MTD-ready bookkeeping tool – for free* if you already subscribe to a range of our compliance products, including: 

IRIS Personal Tax 
IRIS Business Tax 
IRIS Accounts Production 
IRIS Elements Tax 
IRIS Elements Accounts Production 
– IRIS Elements Tax and Accounts

This HMRC recognised bookkeeping software is ideal for your sole trader clients, helping them digitise their records and prepare to submit their self-assessment tax returns digitally.