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Making Tax Digital for Income Tax (MTD IT) is mandatory from April 2026. Accountants are already preparing clients for their new responsibilities, and it’s becoming clear that serving clients who cannot maintain digital records or submit information online each quarter will be challenging.
One solution is moving affected clients to a fixed monthly subscription fee for personal tax work. This approach can help clients understand the importance of accurate record-keeping and make conversations about additional fees for MTD IT software and services easier to manage.
At Unison Globus UK, we’ve developed a fixed price model to help accountants price MTD IT services competitively while leveraging our outsourced services.
How the Fixed Price Model Works
With the April 2026 MTD IT deadline approaching, accountants need to assess the level of support individual clients will require. Some accountants have decided providing all MTD bookkeeping and accounting services in-house offers the best solution for clients. Others are relying on clients maintaining accurate digital records and will only provide support each quarter when online submissions are due.
Regardless of your approach, outsourcing work can be a cost-effective way to serve clients efficiently.
Unison Globus UK MTD IT services are completely flexible. You can use our MTD Lite, Premium or Full Service based on the number of monthly bookkeeping transactions and scope of work your clients need.
Our services are designed to meet the needs of accountants and their clients, whether this is monthly bookkeeping or a fully comprehensive service, as shown below.
| Scope of service | Lite | Premium | Full |
|---|---|---|---|
| Monthly data collection and bookkeeping – any software |  | | |
| Update HMRC compatible software quarterly |  | | |
| File summary information each quarter using HMRC compatible software | | | |
| Prepare summary annual accounts | | | |
| File final declaration | | | |
| Prepare simple final self-assessment tax return to client approval stage | | | |
Service Details
MTD Lite
- Perfect for clients who only need bookkeeping services.
- Update client records on any bookkeeping software, review eligible expenses, monthly bank reconciliation.
MTD Premium
- For clients needing monthly bookkeeping and quarterly HMRC submissions.
- Includes everything in MTD Lite plus quarterly summaries of income and expenses, and filing quarterly returns via client software.
MTD Full
- For clients needing a comprehensive MTD IT and self-assessment tax return service.
- Includes everything in MTD Premium plus preparation of income and expenses accounts, filing final declarations, and preparing simple self-assessment tax returns.
Note: A simple self-assessment covers MTD IT income and expenses, plus any dividends or PAYE. More complex returns are available on application.
Fixed Price Monthly Fees
Pricing is based on the number of monthly bookkeeping transactions. A separate engagement is required for each business a sole trader or landlord operates.
| Monthly Transactions | Lite | Premium | Full |
|---|---|---|---|
| Up to 25 | £10 | £15 | £20 |
| 26 to 50 | £15 | £20 | £25 |
| 51 to 75 | £20 | £25 | £30 |
| 76 to 100 | £25 | £30 | £35 |
| 100+ Speak with one of our expert advisors | |||
How Unison Globus UK Supports Accountants and Clients
Our fixed price model recognises the different needs and complexity of MTD IT clients:
- Some clients are comfortable maintaining digital records and can self-serve
- Others prefer a cost-effective, outsourced solution covering monthly bookkeeping, quarterly HMRC submissions, and self-assessment tax returns.
Developed with feedback from accountants and their clients, our offshore model allows practices to increase efficiency and margins without impacting client service.
How do I find out more?
We have a dedicated page on our website about Making Tax Digital for Income Tax. We provide a free trial of up to 10 hours of accountant time, with turnaround in 72 hours. If you’re looking to outsource services for the first time, increase margins, and help your clients meet MTD IT responsibilities, you can book a video call with one of our expert advisors or email us at [email protected].
