Signing up
Check if you or your client can sign up early, how to choose the right software and authorise a tax agent and software.
Before signing up for Making Tax Digital for Income Tax, you’ll need to choose software that works with Making Tax Digital for Income Tax.
If you have an agent, your agent will also need to set up the right authorisations so they can act on your behalf.
Agents can sign up their clients once they have their permission and authorisation using their agent services account. This is different to the HMRC online services for agents account.
Sole traders and landlords can use an agent (like a bookkeeper or accountant) to help with Making Tax Digital for Income Tax.
Once authorised, an agent can help with all or certain tasks, including:
- signing up their client’s business
- using software to create and store digital records for their clients
- sending quarterly updates
- submitting a tax return to HMRC after the tax year end
For sole traders and landlords
If you’ve already authorised your agent for Self Assessment, you do not need to authorise them again for Making Tax Digital for Income Tax.
You should:
- discuss Making Tax Digital for Income Tax and software options with your agent
- agree who will manage each part of the process and certain tasks
- make sure your agent has the right details about your businesses or property, including about income sources
For agents
To act on behalf of your clients, you’ll need to:
- create an agent services account, if you do not already have one
- have authorisation from your client
- add any existing Self Assessment authorisations to your agent services account
Find out more about adding client authorisations for Making Tax Digital for Income Tax.
Once authorised, you can submit Self Assessment tax returns on your client’s behalf. Your client should check the information in their tax return is correct before submission.
You or your agent will need software that works with Making Tax Digital for Income Tax to sign up. When choosing software, consider:
- your business needs
- if it’s designed for a specific business type (such as landlords)
- whether to use a single product or multiple products together
If you want to sign up for the 2025 to 2026 tax year, check with your provider that the software will work with Making Tax Digital for Income Tax during this time.
Find software that works with Making Tax Digital for Income Tax.
Once you have chosen software, you can now:
Once you’ve signed up, your compatible software needs to be connected to HMRC for Making Tax Digital for Income Tax. To authorise your software:
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Enter your Government Gateway user ID and password into your software.
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Follow the software’s instructions to complete setup.
Use the Government Gateway user ID from when you signed up for either:
- Self Assessment
- an agent services account if you’re an agent
Each product will work differently depending on how much the software provider has developed it.
You’ll need to renew this connection every 18 months. Your software should remind you when it’s time to reconnect.
Find out how to manage your new online tax account after you sign up.