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Adding new Businesses and Individuals

Whether you're an accountant, a tax agent, or a business owner with several ventures, My Tax Digital is designed to scale with you.

  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.

Navigating Multiple Accounts

The platform makes it easy to jump between different profiles and keep your records organised:

Quick Switch: The most recently accessed Businesses and Individuals are listed in the left-hand menu for fast switching.

Search and Filter: To find an account not shown in the recent list, click ... More. You can then use the Filters to search by name or type.

No Limits: There is currently no limit to the number of Businesses or Individuals you can manage, making it an ideal tool for professional tax agents.