Making Tax Digital for VAT — MTD Requirements UK 2026/27

What Is Making Tax Digital for VAT?

Making Tax Digital (MTD) for VAT is HMRC's programme requiring all VAT-registered businesses to keep digital VAT records and submit returns using HMRC-approved software. The old Government Gateway portal — where businesses manually typed figures into an online form — no longer accepts VAT return submissions.

MTD has been mandatory for all VAT-registered businesses since April 2022, with no exemptions based on turnover size. Whether you turn over £91,000 or £9 million, the requirements are identical.

Who Does MTD for VAT Apply To?

Every VAT-registered business in the UK must comply with MTD for VAT. This includes:

  • Limited companies
  • Sole traders and freelancers
  • Partnerships
  • Landlords with VATable supplies
  • Non-UK businesses registered for VAT in the UK

There is no minimum turnover threshold for MTD compliance. If you are on the VAT register, you must use MTD.

What MTD Requires You to Do

1. Keep Digital VAT Records

Every VAT transaction must be recorded digitally — not in a paper ledger, not in a non-connected spreadsheet. For each supply made and received, you must record:

Record What to Capture
Time of supply Date the goods or services were provided
Value of supply The net amount (excluding VAT)
VAT rate applied 20%, 5%, 0%, or exempt
VAT amount The actual VAT charged or paid
VAT registration number Your own, on all sales records

Business name and address must also be recorded for each customer on sales, and each supplier on purchases.

2. Submit Returns Through Approved Software

VAT returns must be submitted digitally through MTD-compatible software. You cannot manually enter figures on GOV.UK. The software reads your digital records and transmits the return data directly to HMRC via their API.

3. Maintain Digital Links

If you use more than one piece of software — for example, a spreadsheet for bookkeeping and bridging software for submission — there must be a digital link between them. Copy-and-paste between systems breaks the digital link and is not compliant. Data must flow digitally from source records to submission.

MTD-Compatible Software Options

Full Accounting Software

These handle everything — bookkeeping, invoicing, VAT calculations, and MTD submission in one place:

Software Approximate Monthly Cost
Xero £15–£42/month
QuickBooks £12–£35/month
FreeAgent £19/month (free with some business bank accounts)
Sage Accounting £15–£33/month
KashFlow £9–£25/month

Bridging Software

For businesses that want to keep their existing spreadsheet workflow, bridging software transmits data from your spreadsheet to HMRC in the required format. This maintains MTD compliance without changing your bookkeeping process.

Bridging Software Approximate Cost
VT Accounts £100/year
Absolute VAT Filer £50–£80/year
DataDear Free–£10/month

Bridging software is a legitimate MTD solution. HMRC does not require you to use full accounting software — only that a digital link exists from your records to the submission.

How MTD Affects Your VAT Return

The VAT return itself has not changed — it still contains the same nine boxes as before:

Box Content
Box 1 VAT due on sales (output VAT)
Box 2 VAT due on acquisitions from EU (post-Brexit, mostly zero)
Box 3 Total VAT due (Box 1 + Box 2)
Box 4 VAT reclaimed on purchases (input VAT)
Box 5 Net VAT to pay or reclaim
Box 6 Total value of sales (net, excluding VAT)
Box 7 Total value of purchases (net, excluding VAT)
Box 8 Total value of goods supplied to EU
Box 9 Total value of goods acquired from EU

The difference is how these figures get to HMRC — through software, not manual entry.

You can use the VAT Calculator to verify individual figures before they are posted to your return, and the reverse VAT calculator to extract net and VAT figures from gross purchase amounts.

VAT Penalty Regime — Post April 2023

HMRC replaced the old Default Surcharge with a points-based penalty system. It is more lenient for occasional mistakes but progressively harsher for repeated non-compliance.

Late Submission Penalties

Points Accumulated Consequence
1–3 points No financial penalty — warning only
4 points £200 penalty
Each further late return £200 per return

Points reset after a sustained period of on-time compliance — typically 24 months of clean returns.

Late Payment Penalties

Days Overdue Penalty
1–15 days No penalty (pay in full by day 15 to avoid)
16–30 days 2% of outstanding VAT
31+ days 4% of outstanding VAT
Ongoing Bank of England base rate + 2.5% interest per annum

MTD Exemptions

Exemptions are very limited. HMRC may grant an exemption if:

  • You are subject to an insolvency procedure
  • You cannot use computers for religious reasons
  • You have a disability, age, or remoteness of location that makes digital record-keeping not reasonably practicable

Exemptions must be applied for — they are not automatic. If you believe you qualify, contact HMRC directly.

Frequently Asked Questions

Is Excel MTD-compliant?

Excel alone is not MTD-compliant. However, using Excel with bridging software that maintains a digital link to your submission is compliant. The spreadsheet is the record-keeping tool; the bridging software handles the submission.

What is the penalty for not using MTD?

HMRC issues penalty points for late or non-compliant submissions. At four points, a £200 financial penalty applies. Persistent non-compliance attracts escalating charges. MTD non-compliance can also trigger a VAT inspection.

Do I need MTD if I am on the Flat Rate Scheme?

Yes. MTD applies to all VAT-registered businesses including those on the Flat Rate Scheme. Your FRS calculation is still submitted through MTD-compatible software.

When is the VAT return deadline?

VAT returns are due one month and seven days after the end of your VAT accounting period — usually quarterly. For a quarter ending 31 March, the return and payment are both due by 7 May.

MTD requirements based on HMRC guidance current as of June 2026. Subject to change. Full details at gov.uk/guidance/making-tax-digital-for-vat.

All calculation models, tax algorithms, and statutory thresholds on this platform are engineered and verified by a qualified financial professional holding a CMA (Certified Management Accountant) qualification and a CA (Chartered Accountant) Inter certificate.

This ensures 100% mathematical accuracy and strict compliance with the latest HMRC 2026/27 guidelines.

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