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How to get ready for MTD

Follow this checklist to prepare for digital tax. Link your business account to FreeAgent and sign up for HMRC updates before the deadline.

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MTD readiness checklist

  • Check your MTD start date based on your total yearly income

  • Open a dedicated business account to keep your finances separate

  • Use MTD-compatible software such as FreeAgent

  • Record every transaction digitally as it happens

  • Sign up for MTD on the HMRC website once you link your software

Note: Mettle customers can get FreeAgent for free if you meet eligibility criteria.

Working with an accountant

Your accountant can still help you with tax planning and checking your quarterly updates. They can link directly to your FreeAgent data through Mettle to make your Final Declaration easier.

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