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MTD for income tax - Agent journey for signing up clients with HMRC

If you have clients who will be required to report income under MTD for Income Tax from April 2026, you will need to sign up your clients with HMRC beforehand. It is possible to sign up clients now to help test the service and this will be necessary before using software, such as TaxCalc's MTD Quarterly Filer.

The following steps depict an agent journey through the HMRC online sign up process, which we hope will provide an insight into what to expect and what information is required.

First, you can check whether your client is eligible to sign up for MTD:

If the client is eligible, you can continue to sign up the client or check eligibility of another client:

Next is the signing up service:

There is the option of signing up for this pilot year (2025/26) or in readiness for 2026/27

Here you will see pre-populated data from the previous year's self assessment:

Missing information can be added:

Check your answers:

Finally, confirmation of sign up:

After the sign up is complete, the client can be set up in TaxCalc's Quarterly Filer, ready for submitting data.

Useful links

HMRC Before signing up your client

HMRC signing up your client
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