MTD ITSA - Agent Onboarding
Making Tax Digital (MTD) for Income Tax and Self Assessment (ITSA) is coming in April 2026 for sole traders and landlords.
Qualifying Affinity managed businesses will be able to voluntarily join the MTD ITSA programme from April 2025. The current criteria is as follows:
- A sole trader or landlord QuickFile account.
- The MTD ITSA module enabled on the account.
- Enrolled on the Making Tax Digital ITSA programme with HMRC.
- Self-employment or UK property reporting obligations (foreign property will be supported from Q3 2025).
As an Affinity user, you will be able to file quarterly updates and manage other income sources on behalf of your customer. To do this you will need:
- An Agent Services Account (ASA) connected to your Affinity account.
- One or more sole trader or landlord managed profile.
- An Agent Filing link (explained further down).
HMRC Enrollment
Before you access the MTD ITSA functionality in QuickFile the managed business must first be enrolled on the MTD ITSA programme with HMRC. Please use the following link to find out more about enrollment and to start the process:
Configure an Agent Filing link
Once you have connected your HMRC Agent Services Account to QuickFile Affinity, you will need to create an Agent Filing Link in order to access and update a customer’s self-assessment information. A new Agent Filing Link can be created from the profile detail screen for the business you want to connect to.
For self-assessment connections, you will need to provide the name and National Insurance Number corresponding to the individual’s tax account.
Once the Agent Filing link has been established the customer’s Tax account will be visible in the HMRC Connect screen when logged into their account.
What’s next?
Now your client is on the MTD ITSA programme and you have access to their self-assessment account, a good place to start exploring the self-assessment functionality in QuickFile is the Workflow page, this is the hub for all things self-assessment and allows you to reach all the different areas for reviewing and completing your customer’s self-assessment obligations.
Click here to read more about the self-assessment Workflow area
You can file a cumulative update to HMRC whenever you like, although as a minimum an update must be sent once per quarter.
Click here to read more about Cumulative Updates
Note: Making Tax Digital for Income Tax and Self Assessment is still in it’s infancy. We encourage you to contact us about any issues or recommendations you may have.