AI TaxPilot
📆 Solution🇬🇧 UK

Making Tax Digital software for Income Tax

Keep digital records, send your quarterly updates and file the Final Declaration — MTD-ready before April 2026.

Apr 2026
When MTD starts (>£50k)
4 / year
Quarterly updates, not one return
£50k→£20k
Thresholds phasing in to 2028
The problem

From April 2026, sole traders and landlords over £50,000 must keep digital records and send HMRC four updates a year instead of one return — then a Final Declaration. Spreadsheets and the old once-a-year scramble won’t cut it.

How AI TaxPilot solves it

AI TaxPilot keeps your records digital as you trade, builds each quarter from your bank feed, and submits the quarterly update over HMRC’s MTD API — then pre-fills your Final Declaration so the year finishes itself.

See it in action

A 34 seconds walkthrough of the real journey, end to end.

Step 1 of 4

Keep digital records

Connect HMRC for MTD and your bank, so the quarter builds itself as you trade — no spreadsheet, no shoebox.

What you get

Digital record-keeping

Transactions categorised into the standard income and expense headings as they land.

Quarterly updates

Each period totalled from your bank feed and submitted over HMRC’s MTD API in a couple of taps.

Cumulative position

Year-to-date totals and an estimated tax figure after every update — no surprises building up.

Final Declaration

The end-of-year declaration that replaces the SA100, pre-filled from your quarters and HMRC.

Obligations & deadlines

Your ITSA obligations and the next deadline tracked for you automatically.

Scope checker

See exactly when you’re mandated based on your qualifying income.

Calculators included

Free with your account, alongside the AI assistant and filing.

Income TaxSelf AssessmentNational InsuranceTake-Home Pay

Learn the rules

Plain-English, sourced guides behind this solution.

Frequently asked questions

When does Making Tax Digital for Income Tax start?

April 2026 for sole traders and landlords with qualifying income over £50,000, April 2027 over £30,000, and April 2028 over £20,000.

Does AI TaxPilot submit MTD quarterly updates?

Yes — it totals each quarter from your bank feed and submits the update over HMRC’s MTD API, then sets your next deadline automatically.

Is it HMRC-recognised software?

AI TaxPilot is built against HMRC’s developer hub and MTD APIs and is going through HMRC’s recognition process. It keeps the digital records and files the updates MTD requires.

Does MTD replace my Self Assessment return?

For those in scope, yes — a Final Declaration after the tax year replaces the SA100, and AI TaxPilot pre-fills it from your quarterly updates.

Get MTD-ready in minutes

Keep digital records, draft your quarterly updates and pre-fill your Final Declaration — all from one place.

Start free

No card required.

This guide is general information, not personal tax advice, and reflects the rules we believe to apply as at June 2026 — rates and thresholds change. Always check your own figures against HMRC and consider a qualified adviser before acting. You remain responsible for the accuracy of anything you file.

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