Compliance & tax

Making Tax Digital for Income Tax, handled inside your practice

From April 2026, self-employed therapists must keep digital records and send HMRC a quarterly Income Tax update. My-Therapy-Suite keeps those records as you invoice and get paid, then sends each quarterly update straight to HMRC, no spreadsheets, no export to separate accounting software.

At a glance
  • Digital records kept as you invoice and get paid
  • Quarterly income and expense totals built for you
  • Sent to HMRC directly, no export step
  • Consolidated expenses under £90,000 turnover

Your records are already digital

Every invoice, client payment and business expense is recorded digitally and categorised as you go, so the digital records the rules ask for are a by-product of running your practice, not a separate chore.

Send each quarterly update straight to HMRC

My-Therapy-Suite reads your HMRC obligations, builds the quarterly income and expense totals, and sends the update directly. No exporting figures into Xero, QuickBooks or a spreadsheet first.

Built for UK private practice

Income and expense categories map to HMRC self-employment lines, consolidated expenses are supported below £90,000 turnover, and everything is UK-hosted under UK GDPR.

STEP 01

Digital records build themselves as you work

Making Tax Digital for Income Tax ends the year-end spreadsheet. From the start of the tax year your financial records have to live in compatible software, kept current rather than reconstructed each January.

Because you already raise invoices, take payments and log expenses in My-Therapy-Suite, that requirement is met without changing how you work. Each transaction is stored digitally and categorised the moment it happens, so the data HMRC wants is complete and structured all year round.

It comes down to two things: a record of client payments and a structured record of business expenses. Both already live in one place.

STEP 02

Your quarterly obligations, read from HMRC

Rather than ask you to track four moving deadlines, My-Therapy-Suite reads your obligations directly from HMRC and shows the open period and the date it has to be sent by.

You see exactly what is due and when, with the income and categorised expense totals for the period already totalled from your invoices, payments and expenses. The reporting step becomes a review, not a data-gathering exercise.

Quarterly updates are category-level summaries, not a line-by-line return. If something needs correcting, it is adjusted in a later update.

STEP 03

One click to send, then a normal year-end

When a quarter is ready you send the update to HMRC directly from the platform. There is no export, no second piece of accounting software, and no re-keying figures between systems.

After the fourth quarter you still complete your tax return for the year by 31 January, where allowances and adjustments are applied. If you work with an accountant, that part of your year is unchanged. Tax payment dates do not move: payments remain due on 31 January and 31 July.

Quarterly updates are reporting events, not payment events. What you pay, and when, is unchanged.

When Making Tax Digital for Income Tax applies to you

Based on gross self-employment and property income (total income before expenses), not profit.

FromIf your gross income exceeded
April 2026£50,000 in the 2024/25 tax year
April 2027£30,000
April 2028£20,000

2026/27 quarterly update deadlines

There is roughly a one-month window to send each update after the quarter closes.

QuarterSend by
6 April to 5 July7 August
6 July to 5 October7 November
6 October to 5 January7 February
6 January to 5 April7 May
SEE IT WORK
QUESTIONS

Questions UK therapists ask

Does My-Therapy-Suite support Making Tax Digital for Income Tax?

Yes. The platform keeps digital records of your income and expenses as you invoice and get paid, and lets you send your quarterly updates to HMRC directly, without exporting into separate accounting software.

When do I have to start following the Making Tax Digital for Income Tax rules?

It is phased on gross income (total before expenses). From April 2026 it applies if your gross self-employment and property income exceeded £50,000 in 2024/25. The threshold drops to £30,000 from April 2027 and £20,000 from April 2028.

Gross is the key word: HMRC looks at what comes in before costs like room hire, insurance and supervision, not what you keep.

Can I send my quarterly updates to HMRC directly from My-Therapy-Suite?

Yes. My-Therapy-Suite reads your obligations from HMRC, totals your income and categorised expenses for the open period, and sends the update directly. There is no export to Xero, QuickBooks or a spreadsheet in between.

What records do I actually have to keep?

Your income and categorised business expenses, kept digitally in compatible software from the start of the tax year rather than assembled at year end. In practice that is a record of client payments and a structured record of expenses, both of which already live in My-Therapy-Suite.

If your turnover is below £90,000 you can report consolidated expenses as a single total rather than detailed categories.

Do I still need an accountant, and does this change when I pay tax?

You still complete your tax return for the year by 31 January after the fourth quarter, where allowances and adjustments are applied. If you use an accountant, that part of your year is largely unchanged.

Tax payment dates do not move either. Payments are still due on 31 January and 31 July. Quarterly updates are reporting requirements, not payment events.

I work through a limited company. Does this apply to me?

Making Tax Digital for Income Tax does not apply to limited companies, which follow Corporation Tax rules, and partnerships are not yet in scope. However, any personal self-employment or property income you have may still bring you into scope in your own right.

Run your whole practice in one place

Free for 30 days, no card required. Most therapists are taking new bookings the same afternoon they sign up, and cancel any time without writing an email.