Making Tax Digital: Built for
Businesses and Accountants
What we handle?
MTD-compatible software setup and management
We ensure your existing accounting software is configured for MTD and linked to HMRC.
Transaction categorisation & reconciliation
Every transaction is added to HMRC's required MTD categories and reconciled against the bank, so the figures can appear into each quarterly summary without manual rework.
Digital attachment of invoices and expense bills
We attach a digital copy of each invoice and expense bill to its transaction.
Final declaration support at the end of the tax year
We consolidate and finalise the year-end figures to support the final declaration.
Ongoing compliance support as HMRC requirements evolve
We track every change in HMRC requirement and make changes according to that.
Who we serve?
- We also help accounting and bookkeeping practices that want to deliver MTD work for their clients.
- We help sole traders and landlords who need to meet their MTD obligations and want their quarterly submissions handled accurately and on time.
- From the April 2026 phase (qualifying income above £50,000), to the April 2027 phase (above £30,000), and the April 2028 phase (above £20,000), we work with clients across every threshold band.
Why Choose Outbooks?
01
Our accountants are trained to UK standards
Our team brings more than 15 years of industry expertise. We keep every accountant up to date with UK reporting requirements through our in-house training team.
02
Every task is reviewed before it reaches you
Whoever works on your job, an independent quality assurance team reviews the output first. The standard stays consistent, no matter who handles the work.
03
Your capacity scales with your workload
You get flexible support that grows or reduces as per your needs.
04
ACCA recognition
As an ACCA Approved Employer, we are committed to the highest standards in developing finance and accounting professionals. Our approach was recognised with the ACCA Award for Innovation in Learning and Development 2025-26, as well as the Best Place to Work award for 2024-2025. We follow established standards for training, mentoring and supporting our team at every stage of their careers.
05
Your data stays protected
Your information remains secure throughout our work together. We operate within the software already licensed to you, so your data never leaves your own systems. We take GDPR compliance seriously and follow the correct procedures governing how your data is accessed and used at every stage.
How we work?
We understand your requirements
We understand about your firm, software and exactly what you need.
We confirm the scope
We send you a summary of our discussion and both parties acknowledge it by email to turn the requirements into a formal agreement.
You share
the data
You send us the files and information we need through secure channels.
We review your data
We check everything and flag if anything is missing or not clear before we start.
We complete the work
We complete everything, including bookkeeping, categorisation, reconciliation and quarterly submission preparation.
We send the completed work back to you
You review the work & give your approval.
Need help with your MTD requirements?
We support accounting firms and businesses preparing for their MTD obligations.
Frequently Asked Questions
Once we have everything we need from you, we prepare and submit your quarterly update well before the HMRC deadline. The deadlines are 7 August, 7 November, 7 February and 7 May. If anything's missing, we tell you straight away so nothing's left to the last minute.
That's fine. We agree how it'll all work before we start. If you already have a process or software in place, we work from that. If not, we help you set one up to suit you.
No. We work directly in Xero, QuickBooks, Sage, FreeAgent and other HMRC-recognised software. We pick up from whatever you're already using. If you're on spreadsheets, we can set up bridging software so you keep them.
We handle all of it. That covers keeping your digital records, bookkeeping, categorisation, reconciliation, all four quarterly updates, and the final declaration at the end of the year.
Both. We work directly with sole traders and landlords who need help with MTD, and with accounting firms that need a reliable partner to handle it for their clients.
Every submission goes through an internal review checklist before it reaches HMRC. We keep your records consistent quarter to quarter, so the figures are comparable and nothing gets missed.
Yes. If you're unsure, we'll check for you. As a rule, you're in from April 2026 if your combined self-employment and property income was over £50,000. We'll confirm where you stand before any work begins.