MTD for Income Tax Self-Assessment (ITSA) registration

This schedule sets out the scope of services we will provide.

The purpose of this schedule is to clearly define what is and is not included in the scope of our work.

This schedule should be read in conjunction with our engagement letter and our standard terms of business.

As part of our agreed services, we will:

• Assess your eligibility and obligations for MTD for ITSA based on the information you provide
• Prepare and submit the MTD for ITSA sign-up application to HMRC on your behalf
• Advise you on your quarterly reporting obligations and the effective date from which MTD for ITSA will apply to you
• Advise on the most suitable MTD-compatible software for maintaining your digital records
• Notify you once your MTD for ITSA registration is confirmed by HMRC
• Respond to any enquiries or requests for further information from HMRC following submission

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

The following work is outside the scope of this service unless separately agreed in writing:

• Preparation or submission of quarterly updates or end of period statements under MTD for ITSA
• Preparation or submission of your Self-Assessment tax return (SA100)
• Bookkeeping or maintaining digital records on your behalf
• Tax planning or advisory work relating to your income sources or tax position
• Advice or support in relation to HMRC compliance checks, disputes, or investigations

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

You agree to:

• Provide accurate and timely information about your income sources, business activities, and trading history
• Respond to our requests for information during the registration process
• Comply with your MTD for ITSA obligations once registered, including maintaining digital records and submitting quarterly updates by the required deadlines
• Notify us of any changes to your income sources or circumstances that may affect your MTD for ITSA obligations

We agree to:

• Handle the MTD for ITSA registration process in a timely and professional manner (we cannot control the time taken for HMRC to process applications)
• Keep you informed of the registration progress and any action required on your part
• Store and process your data securely in accordance with data protection laws