Making Tax Digital

Keep digital records clear and file with HMRC only when BookPilot is ready.

BookPilot is built around UK Making Tax Digital record keeping. The full self-employed Income Tax process has been tested using HMRC's test service. Live filing to HMRC is not available yet, and we will say clearly when BookPilot has completed the required HMRC checks.

MTD for Income Tax

For self-employed businesses, BookPilot has been tested through the full process: keeping digital records, checking what is due, sending updates, correcting figures and completing the year. Support for landlords is being assessed separately, so we do not claim that it is ready yet.

Current timetable

For sole traders and landlords within the rules, Making Tax Digital for Income Tax applies from:

  • 6 April 2026: qualifying income over £50,000 in the 2024 to 2025 tax year.
  • 6 April 2027: qualifying income over £30,000 in the 2025 to 2026 tax year.
  • 6 April 2028: qualifying income over £20,000 in the 2026 to 2027 tax year.

Qualifying income is combined gross self-employment and property income, before expenses. Check the applicable conditions and exemptions in GOV.UK guidance on whether and when you must use MTD for Income Tax.

Last checked against GOV.UK: 12 October 2026.

VAT records

BookPilot helps you keep, review and explain VAT records. It will not send a live VAT return until the required HMRC checks are complete.

Evidence and review

Receipts, review notes and accountant handover packs are designed to keep the explanation behind figures visible instead of leaving users with unexplained totals.

Current BookPilot status

Early access and tested with HMRC's test service. The self-employed Income Tax process has been tested from digital records through to the final declaration. BookPilot cannot file live returns yet. We will only say it is ready for live filing after the required HMRC checks are complete.

Official guidance: Making Tax Digital for Income Tax software requirements on GOV.UK.

Read the next practical step

Start with the plain-English MTD guide, then check which sole-trader records to keep and BookPilot's current pricing and access.