MTD Query Hub

Start by categorising clients by income type and software readiness. Then move them in small batches, starting with those already using cloud systems. Automate quarterly update reminders early.

Standardise workflows, use consistent chart of accounts, automation rules, and reconciliation processes. Fewer the systems, fewer the errors.

Each income source (self-employment, property, etc.) needs its own quarterly updates, but they all roll up into one Final Declaration per taxpayer.

No, that’s the point of MTD. Once data is entered into compatible software, submissions happen automatically via APIs.

Ideally, the testing should have begun by Q1 2025 to give yourself a full year to test, adjust, and train before April 2026. Nevertheless, you can start right now before it gets too late. Feel free to drop an email at [email protected] for any support needed.

All MTD API connections are encrypted and authenticated via HMRC’s secure gateway. Just ensure you’re using recognised and updated software.

Firms that automate early see 25–40% time savings per return, fewer manual errors, and more accurate client reporting, plus smoother staff workload balancing.

Yes. Through a free process assessment, our experts at QX can review your client base, segment by readiness, and build a rollout plan that fits your firm’s capacity.

Yes, HMRC’s pilot programme is open for testing. Check if your software supports pilot submissions and enroll your willing clients.

Document the refusal, educate them on HMRC’s requirements, and consider offering a managed bookkeeping service to stay compliant on their behalf.