Get your firm ready for Making Tax Digital for Income Tax with Zoho
Making Tax Digital for Income Tax is fast approaching, and for bookkeepers, that means getting both your clients and your practice ready for a major shift in how income tax is reported.
To support you through this transition, Zoho Books is now officially recognized by HMRC for MTD Income Tax. From managing digital records to sending quarterly updates directly to HMRC, Zoho Books ensures you stay compliant with ease.
Alongside this, Zoho Practice helps accountants streamline client collaboration, track tasks, and manage their practice in one place, making it easier to deliver advisory services with efficiency.
What makes this even better is that if you're a Zoho Partner, you get free access to both applications, so that you and your clients stay MTD-ready.
What MTD for Income Tax means for you and your clients
With HMRC reshaping how sole traders manage their taxes, moving toward a digital-first approach ensures greater accuracy and transparency. Starting April 2026, Making Tax Digital for Income Tax will become mandatory for self-employed individuals and landlords earning over £50,000 annually. This threshold will further reduce to £30,000 by April 2027. and to £20,000 by April 2028
For bookkeeping and accounting firms, this shift isn’t just about meeting new compliance requirements but a chance to expand your service offerings and strengthen client relationships.
Firms that help sole trader clients transition to MTD will build greater client trust. That’s where solutions like Zoho Books and Zoho Practice come in, helping you adopt a fully digital, client-focused workflow.
Why bookkeeping firms trust Zoho for MTD readiness
Zoho Books makes the MTD transition simple and scalable, starting from our free plan that supports both VAT and non-VAT registered sole traders.
We now offer a curated version of Zoho Books that's focused on giving sole trader clients the essentials without unnecessary complexity. It’s ideal for clients with straightforward needs and flexible enough to grow as they do.
Why Zoho Books works for your sole trader clients:
- Easy to use for both you and your clients
- Smart and accurate bookkeeping
- Affordable, with a robust free plan
- Strong data privacy controls
- Powerful automation and customisation options
Plus, you can collaborate directly with your clients inside Zoho Books. Bookkeepers can manage financial records, generate returns, and file both income tax and VAT submissions to HMRC all in one place.
How the free plan adds more value to your practice
Zoho Books' free plan isn't just designed for compliance—it offers more value to sole trader clients from day one. In addition to supporting MTD for Income Tax , the free plan gives you and your clients access to:
- Self-assessment summary reports (SA103F & SA103S): Quickly generate tax summaries to streamline year-end reporting.
- MTD for VAT: Support VAT-registered clients without switching tools.
- Automatic bank feeds: Keep books up to date with real-time transaction syncing.
- Self-service client portal: Let clients access invoices, documents, and payment options, reducing back and forth communication.
Manage every tax submission from a single central hub
As a bookkeeper handling multiple clients, MTD for Income Tax can become difficult with tracking deadlines, chasing documents, and juggling between multiple software solutions—and thats where a centralised hub like Zoho Practice comes into play.
Zoho Practice is designed specifically for tracking bookkeeping workflows like these. Assign tasks, track progress, and monitor the status of each client’s MTD obligations without switching tabs or tools.
Here's how Zoho Practice keeps your firm in control:
- Create recurring tasks and workflows for quarterly submissions for all your clients
- Set automated reminders and deadlines so nothing slips through
- Collaborate with team members and clients through a secure portal
- Centralise client documents and communication to reduce time spent following up
Whether you're managing just a few clients or hundreds, you’re never capped on how many clients you can serve. Real-time status tracking keeps every return visible and on schedule, while tools for digital bookkeeping, quarterly filings, and client communication mean you can offer proactive advice, software recommendations, and tax-saving tips. Zoho Practice gives you real-time visibility into where each return stands, making MTD for ITSA scalable, trackable, and stress-free.
Partner with us and get MTD-ready tools for free
Helping your clients stay compliant with MTD for ITSA shouldn’t add extra overhead for your practice. That’s why, as a Zoho Partner, you’ll receive free access to Zoho Books and Zoho Practice, along with the entire suite of 50+ Zoho applications at no additional cost.
By joining the Zoho Partner Program, you’ll unlock powerful tools and perks that help you deliver more value to your clients and run your practice more efficiently:
Centralize and manage unlimited clients without extra software costs
Support sole trader clients with MTD for Income Tax compliance
Enjoy partner discounts on all paid plans of Zoho Books
Delegate tasks and track hours effortlessly with Zoho Practice
Strengthen your tech stack with 50+ integrated Zoho apps
Get priority support and exclusive access to partner events
With these tools, you can manage bookkeeping, tax submissions, client collaboration, and your internal operations, all without investing in multiple software platforms
Get in touch with our team and discover the benefits of the Zoho Partner program today.