Automatically request missing client documents every MTD quarter
A bookkeeper’s workflow: a tracker sheet plus Make sends each client a personalised list of exactly what’s missing, chases politely, and flags you before 7th deadlines.
🧾 Accountants & sole traders (MTD)
AI automations for UK accountants, bookkeepers and sole traders
Making Tax Digital for Income Tax started in April 2026 for sole traders and landlords with qualifying income over ÂŁ50,000, and drops to ÂŁ30,000 in April 2027 and ÂŁ20,000 in April 2028. Quarterly updates mean quarterly admin. These guides automate the record-keeping and the chasing.
Step-by-step guides
Turn receipt photos into an MTD-ready expenses spreadsheet with AI
Snap a receipt, drop it in a Google Drive folder, and AI adds the date, supplier, amount, VAT and HMRC expense category to your spreadsheet. Built for MTD.
What UK rules should you know first?
MTD dates
Qualifying income over £50,000 (2024–25): from 6 April 2026. Over £30,000 (2025–26): from 6 April 2027. Over £20,000 (2026–27): from 6 April 2028. Quarterly update deadlines are 7 August, 7 November, 7 February and 7 May.
Spreadsheets are allowed, with bridging software
You can keep MTD records in a spreadsheet, but you must submit through HMRC-recognised bridging software and the link must be digital (no retyping).
What’s coming next?
We publish a new automation guide most weeks. Next up for accountants & sole traders (mtd):
- Client onboarding email sequence and checklist, sent automatically
- Summarise HMRC letters and draft replies, with guardrails
- Bank-feed categorisation checks with AI
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