The thresholds
| Qualifying income over | In the tax year | Caught from |
|---|---|---|
| £50,000 | 2024 to 2025 | 6 April 2026 |
| £30,000 | 2025 to 2026 | 6 April 2027 |
| £20,000 | 2026 to 2027 | 6 April 2028 |
| £20,000 | Any later year | 6 April two years after that tax year ends |
Qualifying income is gross income from self-employment and property, before expenses, as reported on the Self Assessment return for the year. HMRC checks each year's return after its filing deadline. Partnerships will be brought in later, and HMRC has not set a date. Figures from <a href="https://www.gov.uk/guidance/check-if-youre-eligible-for-making-tax-digital-for-income-tax">GOV.UK</a>, read 6 October 2026.
How a check runs
Upload the list, or use your clients
A CSV or spreadsheet with the client's name, type, tax year, self-employment income and property income. A template is there to download. Clients already in Accountin are checked from their records, and any missing figure is asked for on the page.
Read the results
Each client is marked caught from a date, not yet caught, partnership with no date set, already signed up, exempt, or out of scope, with the income and the threshold that decided it. Filter by any of those.
Send the letters
Every caught client gets a letter in your practice's name saying what changes for them and from when: digital records, quarterly updates and the final declaration. Print them all in one go, or email them one at a time when you press send.
What you keep
- The results
- A spreadsheet of every client and their status
- The letters
- One per caught client, printed or emailed, with the wording editable for your practice
- The run
- Saved in Accountin, so next year's check starts from this one
Questions
What about clients who are exempt?
Mark them exempt on the results page and they are left out of the letters. The exemptions, such as being digitally excluded, are on <a href="https://www.gov.uk/guidance/apply-for-an-exemption-from-making-tax-digital-for-income-tax">GOV.UK</a>.
A client's income is exactly £50,000. Are they caught?
No. The rule is income over the threshold, so £50,000 is not caught and £50,001 is.
Does this sign the client up with HMRC?
No. It tells you who needs signing up and when. Signing up is done in HMRC's agent services account, or from Accountin's income tax pages once a client's quarterly updates are kept there.
Price
Each tool is available on its own, so your clients' books can stay where they are. Prices will be published when Accountin opens, and practices on the waiting list hear first.
Accountin is opening to its first practices
Join the waiting list and we will tell you when the tools open, and what they cost, before anyone else.