Signing up your clients for Making Tax Digital for Income Tax

You can sign up your client for Making Tax Digital for Income Tax if they:

• are a sole trader
• receive income from either a UK or foreign property

They must also use either:

• an accounting period that runs from 6 April to 5 April
• accountancy software that supports calendar quarterly periods and their accounting period runs from 1 April to 31 March

How to sign up

1. Get ready to sign up

   To sign up your clients, you must have:

   • an agent services account
   • software that’s compatible with Making Tax Digital for Income Tax

   You should also make sure your clients use software that’s compatible with Making Tax Digital for Income Tax.

   To sign up each client you’ll need their:

   • name
   • National Insurance number
   • date of birth
   • business trading name and address
   • the date their business started trading
   • their trade

   Your client will need to authorise you to sign them up.

2. Check your client can sign up

   We’ll check if your client can sign up when you start to sign them up.

   If they cannot sign up, you must continue submitting their Self Assessment tax returns as normal.

3. Complete sign-up tasks

   To sign up your client you need to:

   • add any sole trader or UK and foreign property business income
   • select to start using Making Tax Digital for Income Tax either this tax year or next tax year

4. Confirm sign up

   We’ll then confirm your client has been signed up.

   You’ll be asked if you would like to sign up another client.

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