HMRC's Make Tax Digital (MTD) 2026 Guide & Calculator

Wireframe: "The MTD 2026 Knowledge Hub"

• Header: Everything You Need to Know About MTD for Income Tax.

• "Am I Affected?" Checker: A simple bulleted list: "Are you a Sole Trader? Do you receive Rental Income? Is your total gross income over £20k?".

• Phased Rollout Table: Use the 2026, 2027, and 2028 dates clearly.

• The "Digital Link" Warning: A small box explaining that spreadsheets aren't enough—you need a "Digital Link" between your data and HMRC to avoid penalty points.

• Call to Action (CTA): [Check My Readiness Audit] — Links to your strategy call.

Internal Servicing Checklist for these Leads

When a lead asks "What do I need to do first?", your internal checklist ensures you deliver the high-value setup they need:

• [ ] Threshold Verification: Review their last tax return to confirm which "Phase" they fall into (2026 or 2027).

• [ ] Tech Audit: Identify if they have existing software or need a "Ground Up" build.

• [ ] Link Setup: Ensure the "Digital Link" from their bank/receipts to the ledger is unbroken.

• [ ] Reporting Calendar: Provide them with their specific 4 quarterly deadlines for the upcoming year.

A Threshold Calculator is the ultimate lead magnet for this page. Most people are confused by "Gross Income" vs. "Profit." By providing a simple, interactive-feeling section, you position yourself as the expert before they even speak to you.

Here is the content and wireframe for your MTD 2026 Guide & Calculator page.

Page Header: The MTD 2026 Roadmap

"HMRC is changing how you report income. Use this guide to find your deadline and understand your new digital obligations."

Section 1: The Threshold Calculator

Design this as a simple, bold box on your Wix site.

Headline: When do I need to be ready? "To find your deadline, look at your total gross income (Sales or Rent before expenses) from your last self-assessment."

• Income over £50,000? ➔ Your deadline is 6 April 2026.

• Income over £30,000? ➔ Your deadline is 6 April 2027.

• Income over £20,000? ➔ Your deadline is 6 April 2028.

Note: If you are a landlord and a sole trader, you must combine both income streams to see if you hit the threshold.

Section 2: The "3 Digital Pillars" of Compliance

Explain the "how" so they realize it’s too complex to do manually.

1. Digital Record Keeping: You can no longer use paper ledgers or simple spreadsheets without "digital links." Every transaction must be recorded electronically.

2. Quarterly Updates: Instead of one annual return, you will send four digital summaries (every 3 months) to HMRC.

3. Final Declaration: A year-end process to pull everything together and claim reliefs.

Section 3: The "Digital Link" Warning

"HMRC requires an unbroken 'Digital Link' from your data source to their portal. Moving data by 'Copy & Paste' is not compliant and can trigger penalty points."

Lead Magnet CTA

"Not sure where your business stands?" [Button: Book a 15-Minute MTD Readiness Audit] Sub-text: We'll review your income streams and tell you exactly what tech you need to stay compliant.