MTD Compliance Assessment
SaaS assessment tool covering MTD VAT, ITSA and Corporation Tax readiness across all three HMRC phases. Interactive checker with instant compliance score.
📋 MTD FOR VAT + MTD ITSA — ARE YOU COMPLIANT WITH BOTH?
Making Tax Digital for VAT has been mandatory since April 2022. MTD ITSA Phase 1 (£50K+ income) is mandatory from 6 April 2026. Phase 2 (£30K+) follows April 2027. Many businesses that are MTD VAT compliant assume they are covered for ITSA — they are not. Different software, different submissions, different penalties. This checker covers both regimes.
MTD Compliance Assessment — VAT and ITSA Together
Are you fully compliant with MTD VAT? Are you ready for MTD ITSA? Most businesses are partially compliant with one and not started on the other. This assessment checks both, identifies gaps, and provides a remediation plan — before HMRC checks for you.
- MTD VAT Compliance Check: Digital records, digital links, quarterly submissions, bridging software validity — is your current setup actually compliant?
- MTD ITSA Scope Check: Self-employment income + property income — are you in Phase 1 (April 2026) or Phase 2 (April 2027)?
- Software Assessment: Is your current accounting software HMRC-recognised for both MTD VAT and MTD ITSA?
- Digital Records Audit: What HMRC means by "digital records" — many businesses think they are compliant but are using manual spreadsheet workarounds
- Digital Links Verification: No copy-and-paste between systems — the "digital links" requirement that catches many businesses
- Penalty Exposure Calculator: Points-based penalties for late submissions + interest on late payments — know your exposure
- Remediation Plan: What to fix, in what order, before each compliance deadline
- Accountant Briefing Pack: Send to your accountant to align on MTD obligations — saves time and reduces miscommunication
💷 THE MATHS
£49 one-time. Accountant MTD consultation: £200–600. MTD non-compliance penalties: £200 per point (4-point threshold) + 3–10% interest. 780,000 people enter MTD ITSA scope in April 2026. Most have not started preparation. This assessment costs less than one accountant hour.
📦 Delivery & deliverables
- Turnaround: assessment delivery within 36 business hours after intake completion. Multi-jurisdiction packages: up to 5 business days.
- Sample output: a redacted sample deliverable (report + appendices) is available on request — email [email protected] with the product name.
- Revision & satisfaction: one round of revisions included; if the deliverable does not meet the agreed brief, full money-back refund within the 14-day window.
⚠️ Legal disclaimer (FINANCE): This product is not financial, tax, investment, or AML advice and SummitBridge Horizon Ltd is not authorised by the FCA. Read the full disclaimer below or in our Terms of Service before purchase.
£49.00
One-time payment · No VAT (not registered)
Trust & Delivery
ICO registered ZC112810
UK Information Commissioner's Office data controller registration.
Companies House 16419201
SummitBridge Horizon Ltd — registered 30 April 2025, London.
14-day satisfaction guarantee
See refund policy for full terms.
Sample materials available
Compare with the market
4 direct and adjacent competitors tracked.
| Vendor | Their price | Threat | vs SBH | Their advantages | Our advantages |
|---|---|---|---|---|---|
| FreeAgent GB | £19+ /mo | MEDIUM | pricier | — | — |
| Xero NZ | £16+ /mo | MEDIUM | pricier | Full bookkeeping | £49 assessment only · No monthly fee |
| Sage GB | £12+ /mo | LOW | pricier | — | — |
| QuickBooks US | £10+ /mo | LOW | pricier | — | — |
Compliance Snapshot
Regulatory posture for this product — for procurement and security teams.
Conformity scaffold in place — formal record not yet published