Status at 7 November 2026
The pack follows GOV.UK’s guidance on Making Tax Digital (MTD) for Income Tax and the Income Tax (Digital Obligations) Regulations 2026, which are in force. Two things announced at Budget 2026 on 28 October are not yet in GOV.UK’s guidance or in law, and the pack calls them “announced”: no late-submission penalty points for the first four quarterly updates (the 2027 to 2028 tax year) for people required to join in April 2027, and longer-lasting exemptions for some groups. We send you an updated pack when that changes. This is general information, not tax advice.
What your clients get
A PDF with your logo and name on every page, a line saying “Prepared for clients of” your firm, and a cover letter from you. About 14 pages. It is for sole traders and landlords, anywhere in the UK.
- Cover letter from your firm (also as a Word file you can edit): who is affected, the four 2027 to 2028 update deadlines, what you need from them and what you will do.
- Client guide: who must use MTD and from when, the income test, digital records, quarterly updates, your tax return, compatible software, working with you as their agent, exemptions and digital exclusion, and penalties as far as GOV.UK states them.
- Income test worksheet: clients add up their qualifying income for the £30,000 and £20,000 limits.
- Client records checklist: what to record and keep, for sole traders and for landlords.
- Quarterly deadlines calendar: HMRC’s deadlines for 2027 to 2028 and 2028 to 2029, with the dates you ask for their records.
- ”What we need from you” handover sheet: details to sign them up, their income sources, software, permission for you to act, who does what, and a signature box.
- Sources page: every rule is tied to GOV.UK or legislation.gov.uk, with a last-checked date.
It does not sign anyone up or send anything to HMRC, and it is not an engagement letter. Your engagement letter still sets out your services and fees.
The dates the pack explains
| Qualifying income more than | Measured on tax year | Starts | First quarterly update due |
|---|---|---|---|
| £50,000 | 2024 to 2025 | 6 April 2026 | 7 August 2026 |
| £30,000 | 2025 to 2026 | 6 April 2027 | 7 August 2027 |
| £20,000 | 2026 to 2027 | 6 April 2028 | 7 August 2028 |
Quarterly update deadlines are 7 August, 7 November, 7 February and 7 May. Clients already over £50,000 in 2024 to 2025 have been in since 6 April 2026. Partnerships are not included yet: GOV.UK says it will set out a timeline later. Exemptions can change who is in, and the pack explains them.
See a sample first
The sample is a 14-page copy of the whole pack for a fictional firm, “Samplestone Bookkeeping”, with a SAMPLE watermark on every page.
Want it with your own logo to see how it looks? Send us your logo and firm name and we will make you a watermarked preview.
Price and licence
£149 a year for one firm (one legal entity, all its branches). You send us your logo and details; we email your branded pack within 5 working days.
Prefer to pay by invoice? Email us your firm’s legal name and billing address and we will send an invoice for £149 from TurboKast Ltd, payable by bank transfer within 14 days. We start your branded pack when it is paid, and the same licence terms apply.
Licence terms in short:
- What you may do. Give the branded pack, in print or by email, to your own clients, and put it on your website or client portal. Edit the cover letter.
- What you may not do. Resell or give the files to other firms, or remove the Plainfiles credit and the “not tax advice” notices.
- Twelve months. The licence runs for 12 months from payment. It does not renew by itself.
- Updates included. If GOV.UK changes a date or limit, or the announced measures become law, we re-check the content and email you an updated branded pack. We aim to do this within 10 working days of the change and cannot promise a timescale.
- Refund. Ask within 14 days of payment, before you have sent the pack to clients, and we refund in full. Email support@turbokast.com.
- Not advice. The pack is general information. You stay responsible for what you tell your own clients, and clients should check GOV.UK for their own situation.
The checkout asks you to accept these terms and the terms of use, and card payment is by Stripe. If you pay by invoice, paying it accepts the same terms.
Questions
HMRC and the professional bodies already publish material. Why buy this?
They do, and it is good. HMRC has an agent toolkit and step-by-step guidance on GOV.UK. What this pack gives you is client-facing pages in your name that are ready to send: a letter, a guide written for a sole trader or landlord rather than an adviser, a worksheet, a calendar with your own record deadlines and a handover sheet. If you are happy writing those yourself, you do not need it.
Does the pack sign clients up or advise them?
No. It is general information. Signing up and acting for a client is your work, and the handover sheet records the client’s permission and what each side will do. The guide explains the difference between a main agent and a supporting agent, as GOV.UK describes it.
Some of the rules are only announced. Is it safe to send now?
The pack says plainly which points are in force and which are announced, and shows the date it was checked. The dates and limits come from GOV.UK and the Regulations. If something changes you get an updated pack.
Does it recommend software?
No. It explains the kinds of compatible software GOV.UK describes, points to HMRC’s software finder, and has a line for you to name the software you use.
Who wrote it?
Plainfiles, run by TurboKast Ltd. We use AI tools to help draft and lay out our packs, and every rule is checked against the source before release. See About.
Sources
Last checked 7 November 2026.
- Find out if and when you need to use Making Tax Digital for Income Tax, GOV.UK
- Work out your qualifying income, GOV.UK
- Sign up your client and Choose agents, GOV.UK
- Create digital records, send quarterly updates and submit your tax return, GOV.UK
- Exemptions and applying for one, GOV.UK
- Penalties for Making Tax Digital for Income Tax, GOV.UK
- The Income Tax (Digital Obligations) Regulations 2026 (S.I. 2026/336), legislation.gov.uk
- Budget 2026, paragraph 6.152 and Overview of tax legislation and rates, paragraphs 2.36 and 2.37, HM Treasury, 28 October 2026
- Get ready for MTD: an agent toolkit, HMRC