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Adding new Businesses and Individuals

My Tax Digital supports both MTD for VAT and MTD for Income Tax Self Assessment.

  1. Add new: From left hand menu, find and click the button labelled "+ Add new".

  2. Choose Business or Individual: The screen asks, "What would you like to add?" Select one of the two main options based on your tax requirements:

    • Business: Manage and maintain income and expense transactions, invoices and contacts and optionally submit MTD VAT Returns
    • Individual: Manage and maintain digital records and submit quarterly summaries to HMRC to comply with MTD for Income Tax Self Assessment (ITSA)

My Tax Digital - Add Business or Individual

  1. Complete the Form for Your Choice: The form fields will change depending on whether you chose 'Business' or 'Individual'.

If you selected 'Business' (MTD VAT):

  1. Basic Information:

    • Enter the Business name.

  2. VAT Details:

    • Indicate if the business is VAT registered or Not VAT registered.
    • If 'VAT registered' is selected, enter the UK VAT Registration Number and select your correct VAT Scheme (e.g., Standard, Flat Rate, Cash Accounting) from the drop-down list.

My Tax Digital - Add Business

  1. Business Contact Details:

    • Enter the registered business Address (you can search or manually enter).
    • Enter the required contact information: Email and Phone (work).
    • Select the Business Type and Industry from the available lists.
    • If you are a Limited Company, you may also enter your Company Registration Number (CRN).

If you selected 'Individual' (MTD ITSA):

  1. Basic Information:

    • Enter your First name and Last name.
    • Enter your UK National Insurance number (NINO).

My Tax Digital - Add Individual

  1. Submission: Once all mandatory fields (marked with a red asterisk) are complete, click the "Submit" button to finalise the addition of your business or individual.