Accountant’s Guide to Making Tax Digital for Income Tax Public Beta

An overview for accountants on the Making Tax Digital for Income Tax Public Beta in Sage Accounting, Sage Accounting Individual and Client Management.

Get a head start on Making Tax Digital for Income Tax by registering clients for the Public Beta.

By registering clients for the Public Beta, you'll:

• Gain experience before Making Tax Digital for Income Tax becomes mandatory
• Provide feedback to HMRC and help shape future improvements
• Enhance client services for a smoother transition
• Improve efficiency and accuracy in your Making Tax Digital for Income Tax workflows

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Who Can Join the Public Beta?

Eligibility depends on criteria set by both HMRC and Sage.

 

HMRC Requirements

Refer to the latest HMRC guidance: Sign up voluntarily for Making Tax Digital for Income Tax.

 

Sage Requirements

Accountant must be using Sage for Accountants. Your clients can join the Public Beta if they're:

• Existing Sage Accounting customers using the Start, Standard, or Plus tiers and Sage Accounting Individual 
• Operate a single sole trade business per license

 

Restrictions

The Public Beta does NOT support:

• Property income (UK and foreign)
• Consolidated accounts reporting
• Averaging (simplified) tax adjustments

 

How to Sign Up Clients for MTD for Income Tax

Before registering a client, you must:

• Create an agent services account
• Obtain client authorisation via your agent services account

• Existing clients: Copy authorisation from Self-Assessment
• New clients: Request authorisation

 

Then follow this step-by-step guide to sign up your clients.