MTD Agent Portal for Accountants: £3 per Client

VoxaMTD's agent portal is a workspace for accountants and bookkeepers whose sole trader and landlord clients use VoxaMTD for Making Tax Digital for Income Tax. It costs £3 per linked client per month, with no minimum number of clients, and signing up as an agent is free. This page sets out what it does today, what it does not do yet, and the HMRC agent rules that apply whichever software you use.

What the portal does today

• Client invitations. Invite a client by email; once they accept, they are linked to your practice.
• A client list with status. See your linked clients and where each one is with their quarterly updates.
• Each client's obligations and submissions. Which quarters are submitted, due soon or overdue, and the figures sent.
• Bank connection status, so you can see whose feed needs attention.
• Notes and messages for each client.
• Billing at £3 per linked client per month.

What it does not do yet

• Submitting on a client's behalf. This is switched off for now. Your client sends their quarterly updates and tax return from their own VoxaMTD account.
• Foreign property and calendar update periods. VoxaMTD covers self-employment and UK property on the standard update periods only.
• Other income in the tax return, such as savings interest and dividends.
• VAT, payroll and company accounts. VoxaMTD is built for individuals' MTD for Income Tax.

VoxaMTD files directly to HMRC's live Making Tax Digital service. It is not yet listed on HMRC's published software finder. If your practice needs to submit for clients now, or needs any of the items above, you will need other software for those clients today.

HMRC's agent rules for MTD for Income Tax

These apply whatever software you use, and are set out in HMRC's guidance on choosing agents for Making Tax Digital for Income Tax:

• You need an agent services account, and each client must authorise you.
• A client can have one main agent and any number of supporting agents. A main agent can do almost everything the client can, including submitting the tax return. A supporting agent, such as a bookkeeper, can send quarterly updates but cannot submit the tax return or see the full tax calculation.
• If you already act for a client in Self Assessment, you can add your existing authorisations for Making Tax Digital as a main agent.
• If several agents work on the same business, one combined update must still go to HMRC for each period.
• Before submitting a client's tax return, a main agent must share the information with the client and get their written confirmation that it is correct and complete.

Which clients are in scope

• From 6 April 2026: qualifying income over £50,000 on the 2024/25 return.
• From 6 April 2027: over £30,000 on the 2025/26 return.
• From 6 April 2028: over £20,000 on the 2026/27 return.

Qualifying income is self-employment and property income before expenses, with jointly owned property at the client's share; salary, pensions, dividends and partnership profit shares do not count. Partnerships themselves do not have to use Making Tax Digital yet. From September 2026 HMRC has been signing up people who should be using it for 2026/27 and have not, so check with clients whether they have had a letter. See what to do if HMRC has signed you up.

Getting started

1. Create a free agent account at voxamtd.com/agents.
2. Invite your clients by email from the portal.
3. Make sure each client has authorised you with HMRC as their agent for Making Tax Digital.
4. Follow each client's quarterly status from your dashboard; clients send their updates from their own accounts.

This page describes the agent portal as it works on 27 September 2026 and HMRC's published guidance on that date. It is general information, not professional advice.