MTD for IT is a pricing decision.
If you are still guessing what to charge for Making Tax Digital for Income Tax, you might be leaving margin on the table. Socket helps you turn MTD IT into a clearly scoped, confidently priced service.
Try our handy pricing calculator and download the MTD IT Pricing Toolkit to get practical resources you can use today to structure, price, and communicate your MTD IT offering.
Why now
April 2026 is the starting gun, not the finish line.
Clients with turnover over £50k are in scope now. By April 2027, the threshold drops to £30k - meaning a second wave of your self-assessment clients will need new pricing and new engagement letters all over again.
MTD changes how often you touch each client, how you structure your work, and what you can sustainably charge. Practices that treat it as a pricing decision - not just a compliance exercise - will protect their margins. Those that don't risk quietly absorbing the extra work.
Your MTD timeline
- Now
Get set up
Review clients, reprice, send engagement letters before the deadline hits.
- Apr 2026
MTD goes live
£50k+ turnover clients are in scope. New obligations start.
- Apr 2027
Threshold drops
£30k+ clients follow - another wave of repricing and re-engagement.
Why pricing MTD IT feels harder than it should
MTD IT touches systems, processes, clients, and behaviour change. That means pricing based on last year's tax return fees isn't going to work. Accountants tell us they are stuck with:
- Unclear scope across different client types
- Underestimating software, onboarding, and support time
- Worry about client pushback on fees
- No simple way to model different pricing scenarios
This page gives you practical resources to fix that.
MTD-IT Pricing Calculator
Use the calculator below to explore pricing scenarios for your practice.
The calculator is designed to help you understand the true cost of delivering MTD IT, compare fees, and stress test pricing assumptions before rollout.
How to use the MTD Pricing Calculator
In this Loom video, we walk through how to use the Socket MTD IT pricing calculator to:
- Segment clients by complexity
- Account for software, onboarding, and ongoing support
- Model realistic pricing scenarios
- Sense check fees before communicating them to clients
Read: MTD for Income Tax is a pricing decision, not a compliance exercise
MTD IT is often framed as a regulatory headache. In reality, it is a commercial decision that shapes your future client mix and profitability.
In this article, we explore:
- Why compliance led pricing fails for MTD IT
- How MTD IT changes the economics of tax services
- What high performing firms are doing differently
We'll set everything up with you - for free
Getting your MTD clients ready is more than sending letters. We'll work through it with you across four areas, end to end.
Review your self-assessment clients
- →Identify which clients hit the £50k threshold for April 2026.
- →Flag clients who'll come into scope at the £30k threshold next year.
- →Get a clear picture of the workload ahead.
Structure your MTD pricing
- →MTD means five required touchpoints a year instead of one: your pricing needs to reflect that.
- →Map current self-assessment fees into Socket's service structure.
- →Build pricing that reflects the real cost of year-round MTD delivery.
- →Create tiered options or selectable add-ons.
Build your MTD engagement letters
- →Compliance-grade letter templates written by Ian Waters (FCA).
- →Properly scoped for the new MTD service model.
- →Set up in Socket, ready for bulk sending.
Get your clients into Socket and send
- →Import client data from any format or system.
- →Send engagement letters in bulk.
- →Track every letter in real time: sent, viewed, accepted, or outstanding.
- →Everything delivers from your own domain.
Prefer a hand?
Want help getting your MTD clients set up - for free?
Book a call and we'll help you price, scope, and onboard your MTD for IT clients - whenever suits you.
Download the FREE Socket MTD Toolkit
What's included?
- Pricing guide for MTD for IT
- MTD for IT pricing calculator
- Velocity calculation spreadsheet
- Client communications templates to communicate MTD changes without diminishing your value
Designed for UK accounting practices that want clarity before committing to pricing or client communications.
Fill in the form to receive the Socket MTD Pricing Toolkit.
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