Eligibility and readiness review
Assessment of income sources, existing registrations, current records and the phased requirements relevant to your circumstances.
Overview
MTD readiness built around records, software and responsibilities
Making Tax Digital is not simply a different submission method. It requires suitable digital records, compatible software and a repeatable workflow for keeping information current throughout the year.
CBM Accounting helps businesses understand when the rules apply, select a proportionate system and establish the bookkeeping routine needed to support quarterly or periodic reporting. The objective is a controlled transition, not another last-minute compliance task.
How we help
What our Making Tax Digital service covers
Choose a focused assignment or combine the areas you need into one coordinated service.
Software selection
Comparison and configuration of suitable cloud accounting or bridging solutions based on complexity, cost and existing systems.
Digital record setup
Design of categories, bank feeds, receipt capture and record-retention processes that support accurate submissions.
Data migration and clean-up
Transfer of opening information and correction of duplicated, incomplete or inconsistent records before the new workflow begins.
Quarterly update support
Preparation and submission support for required periodic updates using the digital records maintained during the year.
Year-end finalisation
Review of the full-year position, accounting adjustments and completion of the final tax return process.
Training and responsibilities
Practical guidance for owners or staff, with a clear division between records maintained by the client and work completed by CBM.
Ongoing digital bookkeeping
A managed service for clients who prefer CBM Accounting to maintain the records and coordinate submissions throughout the year.
Who it is for
Designed for organisations and people who need reliable support
- Sole traders preparing for MTD for Income Tax
- Landlords with property income records
- VAT-registered businesses reviewing digital links
- Businesses moving from spreadsheets or manual books
- Clients who want bookkeeping and tax reporting in one workflow
What you receive
Clear outputs, not scattered information
- MTD applicability and readiness summary
- Software and process recommendation
- Configured digital record structure
- Reporting calendar and responsibility matrix
- Ongoing submission support where included
Our process
A controlled route from information to action
Responsibilities, review points and approvals are clear from the start.
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01
Assess
We establish the relevant income sources, current record method, software and expected reporting obligations.
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02
Design
A proportionate digital workflow, chart of accounts and responsibility plan are agreed.
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03
Implement
Software is configured, records are migrated and users are supported through the new process.
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04
Maintain
Records and submissions are completed to the agreed timetable, with year-end finalisation built in.
Why CBM Accounting
Professional advice, delivered in a practical way
Joined-up expertise
Accounting, tax, payroll and compliance work can be coordinated through one team rather than handled in isolation.
Clear communication
You receive concise information requests, visible action points and explanations that support a decision.
Controlled delivery
Agreed timetables, review procedures and approval stages reduce deadline pressure and avoidable errors.
Support that develops
The service can expand from routine compliance to reporting and advisory support as your needs become more complex.
Frequently asked questions
Questions clients often ask
Every situation is different. These answers provide a practical starting point, and we confirm the position after reviewing the facts.
Ask our team a questionDoes Making Tax Digital apply to every Self Assessment taxpayer?
No. The requirements depend on the type and level of qualifying income and the implementation timetable. We review your position using the current HMRC rules rather than assuming that every taxpayer has the same start date.
Do quarterly updates replace the annual tax return?
Periodic updates are part of the digital reporting process, but year-end adjustments and finalisation are still required. We design the workflow so quarterly records support the eventual annual position.
Can I continue using spreadsheets?
In some circumstances spreadsheets may form part of the process if compliant digital links and compatible submission software are used. We assess whether that approach is reliable and proportionate for your records.
Will I need to change accounting software?
Not always. We first check whether your current system is compatible and whether the records are maintained appropriately. A change is recommended only when there is a clear compliance or operational benefit.
Can CBM manage the whole MTD process?
Yes. A managed service can include digital bookkeeping, periodic updates, year-end accounts and tax return finalisation, subject to an agreed information timetable.
Speak with an adviser
Make the next financial decision clearer.
Tell us what you need, what is due and where the current process is causing difficulty. Our UK team will explain the most practical next step.