MTD for Income Tax practice management, automated.
MTD for Income Tax multiplies deadlines, tasks and client contact across your practice. BrightManager automates quarterly workflows and updates hundreds of clients in bulk. Coming soon, your clients’ HMRC submission status will be tracked from one dashboard, whatever software your clients file with.
Bulk updates: prepare hundreds of clients for MTD in one bulk edit, instead of one-by-one.
Automated quarterly workflows: tasks, records requests and deadlines generated for every quarterly update.
HMRC filing status (Coming soon): see where every client’s submissions stand, on any MTD software.
Control MTD. Don't let it control you.
MTD for Income Tax has been live since 6 April 2026 for sole traders and landlords with qualifying income over £50,000. It extends to qualifying income over £30,000 from April 2027 and over £20,000 from April 2028, so every phase adds clients, quarterly updates and deadlines to your practice.
MTD threatens to bury practices in admin. BrightManager turns that workload into a growth opportunity: automate quarterly tasks and records requests, add MTD services to your fee structures and letters of engagement, and see projected MTD revenue across your whole client base.
20266 April
Sole traders and landlords with qualifying income over £50,000
2027AprilNEXT
Qualifying income over £30,000
2028AprilNEXT
Qualifying income over £20,000
Automate the routine MTD for Income Tax work
With BrightManager’s bulk update tool, you can prepare all your MTD clients in one edit, not one file at a time, and automated workflows take it from there.
Coming soon, BrightManager will link to HMRC to show each client’s income streams and quarterly submission history, whatever MTD software they file with - though we recommend BrightBooks for quarterly updates.
Bulk update tool
Prepare all your MTD clients in one edit
Automated workflows
Tasks, records requests and deadlines for every quarterly update
BrightBooks
Quarterly updates
HMRC
Income streams and quarterly submission history (coming soon)
BrightManager features for Making Tax Digital, and more
Update hundreds of clients in bulk
Update hundreds of clients in bulk
MTD qualifying years in bulk: tag each Self Assessment client with their MTD for Income Tax cohort (2026/27, 2027/28 or 2028/29) across multiple clients at once.
Update clients in bulk: change services, fee structures, assignees and MTD details in one bulk edit, and preview every change before you apply it
Quarterly filing tasks and client communication, automated
Quarterly filing tasks and client communication, automated
Quarterly task generation: preparation and submission tasks created automatically from each client’s MTD deadlines.
Automated records requests: requests sent automatically a set number of days after each quarter ends, using ready-made templates you can edit.
Status-based follow-ups: automatic emails, with optional SMS, when records are part-received, queries are raised or approval is pending.
MTD services in your letters of engagement
MTD services in your letters of engagement
MTD services: assign MTD Quarterly Filing and MTD Final Declaration as services to each client.
Letters of engagement: MTD services included automatically in the scope of services.
Grow revenue without growing headcount
Grow revenue without growing headcount
MTD for Income Tax means five deadlines a year for each income stream, instead of one Self Assessment return. BrightManager’s automation handles the extra workload: generating tasks, sending reminders and tracking deadlines.
Predictable income: add MTD services to your fee structures and see projected MTD revenue.
Advisory upsell: use the time saved on admin to offer advisory services.
Win more clients: offer MTD management your clients can rely on.
Prioritise the workload by MTD income threshold
Prioritise the workload by MTD income threshold
Threshold segmentation: filter clients by MTD income thresholds (£50,000, £30,000 and £20,000) so you can prioritise the workload.
Transform client data into MTD workflows
MTD turns one annual Self Assessment deadline into quarterly updates plus a final declaration for every qualifying client. BrightManager turns your client data into workflows: it generates tasks, sends records requests and tracks deadlines so the extra work runs on a schedule instead of on memory.
MTD practice management: frequently asked questions
What is BrightManager’s main purpose for MTD for Income Tax?
What is BrightManager’s main purpose for MTD for Income Tax?
How does BrightManager simplify MTD compliance for practices?
How does BrightManager simplify MTD compliance for practices?
Does BrightManager only work with clients who use Bright’s MTD software?
Does BrightManager only work with clients who use Bright’s MTD software?
Are BrightManager’s MTD features available now?
Are BrightManager’s MTD features available now?
How does BrightManager turn MTD admin into an opportunity?
How does BrightManager turn MTD admin into an opportunity?
Is Bright’s MTD software modular or bundled?
Is Bright’s MTD software modular or bundled?
What makes Bright’s MTD software different?
What makes Bright’s MTD software different?
Can I book a demo of Bright’s MTD software for my practice?
Can I book a demo of Bright’s MTD software for my practice?
Get your practice ready for every MTD for Income Tax phase
Bright covers every stage of MTD for Income Tax, from practice management to quarterly updates and the final declaration, backed by a team of experts. Book a demo, or talk to our team about your practice’s requirements.