Making Tax Digital software for UK small businesses

What Making Tax Digital asks of you

Making Tax Digital for VAT needs digital records and software-based submission to HMRC. Making Tax Digital for Income Tax applies to self-employed people and landlords above the income thresholds HMRC has set, with quarterly updates and a final declaration. Check HMRC's guidance for the dates and thresholds that apply to you.

What ZyroBooks does today

• ✓ Keeps your sales and purchase records digitally, with VAT on every line
• ✓ Builds the UK 9-box VAT return from those records
• ✓ Exports the HMRC CSV, included on the Free plan, so you can file through HMRC-recognised software or your accountant
• ✓ Includes tested Making Tax Digital for Income Tax tools for sole traders: quarterly updates, an HMRC tax estimate and the final declaration (property income is not included yet)
• ✓ Handles multi-currency invoices, bank import and reconciliation, recurring invoices and quotes
• ✓ Includes UK payroll with National Insurance and corporation tax worksheets that prepare figures only

Where ZyroBooks stands with HMRC

Direct filing for VAT, and for Income Tax quarterly updates, estimates and the final declaration, has passed testing in HMRC's own test service. ZyroBooks is not yet on HMRC's list of recognised software, and live filing opens when HMRC grants production access. Until then, file the exported figures through HMRC-recognised software or your accountant. We will update this page when that changes.

How to get started

1. Create a free company and choose the United Kingdom, then enter your VAT number.
2. Record sales invoices and purchase bills with VAT, and import your bank statement as a CSV file.
3. Open Reports, then VAT Return, and choose the period.
4. Review the nine boxes and export the HMRC CSV for filing.

Questions