Essential Checklists to Streamline Compliance

Mandation begins on 6 April 2026 for those with qualifying income above £50,000, based on the 2024/25 return. The threshold drops to £30,000 from 6 April 2027 and to £20,000 from 6 April 2028. HMRC assesses the threshold two years back, so it needs a filed return in hand before the mandation year to know who to enrol.

A client with one qualifying business makes four cumulative quarterly updates plus one Final Declaration, five filings a year minimum. A client with self-employment and UK rental property files nine times, and adding overseas property takes it to thirteen. That volume is why practices are repricing services and reissuing engagement letters ahead of mandation. FigsFlow handles that front-office side, MTD-ready proposals, pricing, and engagement letters, so your commercial setup keeps pace with the new filing load.

The Accountant checklist gives client-level oversight and task management across a practice’s MTD book. The Self-Employment checklist helps sole traders and freelancers capture, record, and submit their income tax data. The Landlord checklist covers rental income reporting and quarterly submissions. Each is a free download.

They break the MTD ITSA obligations into structured, audience-specific tasks so nothing slips across digital record keeping, quarterly updates, and the year-end Final Declaration. For practices onboarding clients into MTD at scale, FigsFlow takes the same structured approach to the front office, running proposals, MTD engagement letters, AML and KYC, and payment collection in one place, so client sign-up keeps pace with the checklist’s compliance steps.