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Making Tax Digital: How we have supported our clients

Every client’s situation is different, which is why there’s no one‑size‑fits‑all approach to Making Tax Digital. Below, we illustrate real client scenarios to help you understand your options and make an informed decision about what level of support is right for you.

Preparing for Making Tax Digital is about more than compliance: it’s about choosing an approach that works for you.

We understand that every client has a different level of confidence with technology and a different appetite for how hands‑on they want to be. We have supported clients at every stage, from those who only want guidance to those who want a fully supported service.

Meet Sarah

Sarah, a beauty salon owner, wanted to manage Making Tax Digital herself but needed reassurance. After speaking with Affinia, she found the right level of support for her. With focused training and expert advice on hand, Sarah now submits her quarterly updates by herself with confidence, and stays compliant.

Meet Aisha

Aisha, a freelance designer, wanted to stay on top of Making Tax Digital without it adding to her already busy workload. Unsure where to start, she turned to Affinia for full MTD support. Now, our team handles everything on Aisha’s behalf, giving her clarity, reassurance, and more time to focus on her clients.
animated man outside houses

Meet James

James, a property landlord with a growing portfolio, had been managing his rental income and expenses in Excel. When MTD became mandatory, he reached out to Affinia for guidance. With our support, James transitioned to using MTD-compliant software and received tailored training to manage his records confidently himself.
Meet Tom | Affinia

Meet Tom

Tom, a sole trader running his own building company, struggled with paperwork, keeping records in an unorganised box. With tax deadlines already a challenge, Making Tax Digital felt daunting. With our support, Tom explored simple software options that fit around his work style, helping him stay compliant with less stress.

Looking for more guidance?

If you would like to find out more about how we can support you with Making Tax Digital, please do not hesitate to contact a member of our team who will be happy to help.

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