Your MTD records, kept complete from the job itself
Making Tax Digital asks you to keep your records digitally and send HMRC regular updates from compatible software. With JobTek Professional, every invoice, credit note and payment is sent straight into Xero, QuickBooks Online, Sage Accounting or FreeAgent, so your accounting software already holds every invoice and payment when it's time to file.
Who MTD reaches, and when
The thresholds are based on combined income from self-employment and property. Your accountant can confirm exactly when you join.
VAT-registered businesses
Already keep digital records and file VAT returns through MTD software.
Sole traders and landlords over £50,000
Joined MTD for Income Tax in April 2026, with quarterly updates.
Over £30,000
Join from April 2027.
Over £20,000
Join from April 2028.
Every invoice recorded once, at the source
The invoice your office sends is built from what your team recorded on site, and that same invoice is what reaches your books. No one copies totals into a spreadsheet, and nothing is typed twice.
Invoices
Go across the moment they're finalised or sent.
Credit notes
Follow the same route when they're finalised, linked to the right customer.
Payments
Card, bank and PayPal payments, and the bank transfers you record, are sent across against the invoice they pay.
Customers
Created in your accounting software as their first invoice is sent, or matched to the contact already there.
VAT handled line by line
Each invoice line carries its own VAT rate, and every JobTek rate is mapped to a tax code in your accounting software when you connect. JobTek also reads your VAT registration status and VAT number from your accounts, so your invoices and your VAT return start from the same details.
Your accountant sees what your office sees
Payments recorded in your accounting software come back to JobTek automatically, so the office and the bookkeeper always agree on what's been paid. Draft invoices stay in JobTek until they're ready, so only finished invoices reach the books.
Bring your customers with you
Already keep your customers in Xero, QuickBooks Online, Sage Accounting or FreeAgent? Import them into JobTek, up to 500 at a time, and every new invoice links straight back to the contact your bookkeeper already knows.
For accountants and bookkeepers
How JobTek keeps your clients' books clean, and how to recommend it.
See the page for advisersQuestions about MTD
Does JobTek send my updates to HMRC?
Your accounting software does that. JobTek makes sure every invoice and payment is already in it, so your quarterly updates and VAT returns start from complete records.
Which accounting software works with JobTek?
Xero, QuickBooks Online, Sage Accounting and FreeAgent, all recognised by HMRC for Making Tax Digital.
Which plan do I need?
Accounting connections are part of JobTek Professional.
Can my bookkeeper help set it up?
Yes. You choose the income, deposit, payment and tax mappings together when you connect, so everything lands where they want it.
Make this quarter the easy one
Connect your accounting software during your free trial and send your first invoice across today.