The Tradie's Guide to
Making Tax Digital

Ditch the shoebox of receipts. Here is exactly what HMRC's new rules mean for you—and how Nule does the heavy lifting.

nule 9:41

Good morning, Dave

3 jobs today · 2 invoices due

Safe to Spend

£2,847

Tax Set Aside MTD Sync ✓

£4,120

Spent £45 at Screwfix...
Invoice paid — £850
Tax forecast updated
Job completed ✓

If you've heard the phrase "Making Tax Digital" (MTD) and wondered if it applies to you, the short answer is: Yes.

HMRC is officially phasing out paper records and the old system of manually typing your numbers into their website once a year. They want your tax records kept digitally and sent directly to them using approved software.

Nule MTD Simulator

Check exactly when the rules apply to your business.

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What are the rules right now?

HMRC is rolling this out in stages depending on how your business is set up:

⚠️

It's turnover, not profit.

The threshold is based on your gross income before expenses. A plumber invoicing £55k but taking home £32k after materials and van costs is still above the £50k line. Most full-time tradies will be caught by the first or second wave.

How does it work: The MTD Timeline

Under the old system, you scrambled once a year in January to find all your receipts and submit one massive tax return. With MTD, your reporting is broken down into smaller, digital chunks.

THE OLD WAY

One Annual Panic

Spend January stressed out, digging through the van for faded Screwfix receipts to file one giant Self Assessment before the deadline.

THE MTD WAY

Digital & Done

Send quick digital updates throughout the year straight from Nule. No receipts to find, no January stress, and no tax bill surprises.

Every 3 Months: Quarterly Updates

Instead of a tax return, you just send HMRC a quick digital summary of your income and expenses. Because you use Nule, this happens almost automatically with a single tap.

End of your Accounting Year

You submit an "End of Period Statement". This is the final wrap-up where Nule helps apply any accounting adjustments or tax reliefs you are entitled to.

January 31st: Final Declaration & Payment

You submit your Final Declaration to tie everything together and pay your tax bill. Because Nule calculated your "Tax Set Aside" all year, you already have the exact cash ready.

The quarterly deadlines

Each quarter you send HMRC a summary of your income and expenses, broken down by category (materials, travel, tools, etc.). Here are the deadlines for a standard April–April tax year:

Quarter Period Deadline
Q1 6 Apr – 5 Jul 7 August
Q2 6 Jul – 5 Oct 7 November
Q3 6 Oct – 5 Jan 7 February
Q4 6 Jan – 5 Apr 7 May
Final Declaration 31 January

What exactly do I have to do?

You only need to do two things to stay on the right side of the taxman:

What counts as a "digital record"?

For every bit of money coming in or going out, HMRC wants:

You don't need to photograph every receipt—but the record of each transaction must live in software, not on a notepad or in your head. Records must be kept for 5 years.

What happens if you don't comply?

HMRC has introduced a points-based penalty system. It's designed to catch repeat offenders rather than punish one-off mistakes, but it adds up fast:

Late submissions

Each missed quarterly deadline = 1 penalty point. At 4 points you get a £200 fine, and every late submission after that is another £200. Points expire after 24 months of clean submissions.

Late payments

No penalty for up to 15 days. After that: 2% of tax owed at day 15, another 2% at day 30, then 4% per year on whatever's still outstanding. Plus interest at Bank of England base rate + 2.5%.

No digital records

If HMRC checks and finds you're not keeping compliant digital records: up to £100 per failure, with higher penalties for repeated non-compliance.

The easiest way to avoid all of this is to use software that handles it for you from day one.

How Nule solves this for you

You're a tradie, not an accountant. Nule is built specifically for tradespeople—it handles MTD compliance as a side effect of you just running your business normally.

Just tell it what happened

"Spent £45 at Screwfix on copper fittings." Nule's AI understands natural language. It logs the expense, categorises it (materials), and tags the supplier—no forms to fill in.

Jobs, quotes & invoices

Every job you create, every quote you send, every invoice that gets paid—it's all recorded digitally with the date, amount, customer, and description that HMRC requires.

Auto-categorised expenses

Nule automatically sorts your spending into HMRC's categories—materials, travel, tools, premises. No guessing which box a Toolstation receipt goes in.

Tax Set Aside

Nule calculates your estimated tax liability in real time as you work. The "Tax Set Aside" figure tells you exactly how much to keep back, so there are no surprises in January.

Direct HMRC submission

Nule connects to HMRC's MTD API. When your quarterly deadline approaches, review the numbers and hit submit—done in seconds, fully compliant, no accountant needed.

Unbroken digital link

From the moment you log a job to the moment HMRC receives your figures, there's no manual retyping. That's the "digital link" HMRC demands—Nule provides it end to end.

What MTD actually looks like with Nule

Here's a normal Tuesday for Dave, a plumber in Leeds. He doesn't think about MTD once.

7:30am

Picks up 15mm fittings and a roll of solder from Screwfix on the way to a job.

Tells Nule: "Spent £38 at Screwfix on copper fittings." → Logged as materials, tagged to the job.

9:00am

Arrives at Mrs Johnson's to fit a new bathroom basin. Starts the job timer.

Nule records the time entry against the job. Hours and location tracked automatically.

12:30pm

Job done. Marks it complete and sends the invoice from his van.

Invoice created with customer name, date, amount, and work description — exactly what HMRC needs.

1:15pm

Fills up the van. £65 at Shell.

"Spent £65 on diesel" → Auto-categorised as travel. No receipt to keep.

5:00pm

Checks his dashboard. Tax Set Aside: £4,120. Safe to Spend: £2,847.

Every transaction from today is already in his digital records. MTD-compliant without lifting a finger.

What do I do right now?

You don't need to panic. You just need to start. Here's the plan:

1

Get set up with Nule

Join the waitlist now. When we launch, you'll have MTD-compatible software ready to go from day one. No migration headaches.

2

Run your business as normal

Log jobs, send invoices, track expenses — just by talking to Nule. Every transaction becomes a compliant digital record automatically.

3

Review and submit each quarter

When the deadline approaches, Nule shows your totals. Check them, tap submit, done. Your accountant can review too if you want a second pair of eyes.

Nule works with your accountant

You don't have to choose between Nule and your accountant. Give them read access so they can review your numbers before each submission. They can handle the Final Declaration and year-end adjustments if you prefer. Nule does the daily legwork — your accountant does the expertise.

Common questions

Do I still need my accountant?
That's up to you. Nule handles everything MTD requires — digital records, categorisation, quarterly submissions, and the digital link to HMRC. Many tradies will find they no longer need to pay someone to do their books. But if you have a complex setup (multiple income sources, property income, VAT) or you just want the peace of mind, your accountant can plug straight into Nule and review everything before you submit.
Does this apply to limited companies?
No. MTD for Income Tax only applies to sole traders and partnerships. If you trade through a limited company, you file Corporation Tax instead and these rules don't currently apply to you. However, if you're a sole trader thinking of incorporating just to avoid MTD — that's a much bigger decision with its own tax implications. Talk to an accountant first.
What about my existing paper records?
You don't need to go back and digitise years of old receipts. MTD applies from your start date (April 2026 or 2027 depending on your turnover). Keep your old paper records for the normal 5-year retention period, but from your MTD start date onwards, all new records must be digital. The sooner you start logging in Nule, the smoother the transition.
What if I make a mistake on a quarterly submission?
Quarterly updates are not final — they're summaries. You can adjust figures in later quarters or in your End of Period Statement. The Final Declaration in January is where everything gets locked in. HMRC has designed the system to be forgiving of honest mistakes during the year, so don't let fear of getting a number wrong stop you from submitting on time.
Can I still take cash payments?
Yes, absolutely. MTD doesn't change how you get paid — it changes how you record it. Cash, bank transfer, card — it all needs to be logged digitally. With Nule, you just say "Mrs Johnson paid £350 cash for the basin job" and it's recorded. The payment method doesn't matter as long as the record exists.
I'm not great with technology — is this hard?
If you can send a text message, you can use Nule. There are no spreadsheets, no accounting jargon, no complicated menus. You talk to it like a person: "Bought 10m of copper pipe for £25 at Plumbase." That's it. Nule handles the rest — categorising, recording, and submitting to HMRC. It was built for tradies, not accountants.

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