Money Matters

Infographic: MTD for Income tax checklist (interactive)

Grab this PDF cheat sheet detailing key preparation challenges for Making Tax Digital for Income Tax. Get ahead of the game and be ready for April 2026

Keir Thomas-Bryant

Are you a sole trader or landlord who needs to follow the MTD for Income Tax rules?

Stay on track for the April 2026 deadline with a click-to-tick checklist that turns complex requirements into simple, doable steps—so you’re confident, compliant, and as ready as you can be.

Here’s why you should download this unique PDF:

• Know exactly what to do next: Clear, sequenced actions pull out key action areas, including some lesser-known parts.
• Make progress visible: Unlike a traditional guide to MTD for Income Tax, the click-to-tick interactivity creates momentum and keeps your eye on the ball.
• Avoid last‑minute stress: Get things correct today, to reduce risk of errors and penalties later.
• Share with your team: Spread the word about this once-in-a-generation change, and keep everyone aligned across tasks.

To use the PDF, simply click (or tap) to tick the box alongside each of the six entries in the list as you progress, then save the file. When you open it again, the checklist will be as you left it, and you can complete more steps as you progress.

Alternatively, simply print out the A4 PDF, pin it to a noticeboard, and complete it by hand with a Sharpie each time you achieve one of the steps!

Infographic: Your MTD checklist (interactive)

Download our free PDF checklist. Ensure you get on top of preparing yourself and your business for MTD for Income Tax.

Download now

The post Infographic: MTD for Income tax checklist (interactive) appeared first on Sage Advice UK.