Category 8
HMRC Approved Software
You must use functional compatible software that can send MTD updates to HMRC securely.
What it is
HMRC does not approve individual products by name in all cases — they publish lists of software that supports Making Tax Digital. Software must be able to keep digital records and submit updates to HMRC via their APIs.
Who it applies to
Anyone required to follow MTD for Income Tax or MTD for VAT must use software that HMRC recognises as compatible for that obligation.
What you need to do
- Choose software from HMRC’s compatible software lists.
- Connect your HMRC account through the software’s authorisation process.
- Check the software covers all your income streams and VAT if applicable.
Key points
- Free options exist for simple cases; paid software may suit multiple businesses.
- Bridging software can submit figures from spreadsheets in limited cases.