Making Tax Digital: Meet James

Every business deals with its own set of challenges, especially when new tax rules come into effect. To help bring this to life, we’re sharing real examples of how we support clients through change, giving them clarity and confidence at every step. 

Meet James, a property landlord owner with a growing portfolio, who currently tracks his rental income and expenses in an Excel spreadsheet. 

After learning about Making Tax Digital and what mandatory changes will come into effect, James reached out to our Making Tax Digital champions. They outlined the support available during the transition and supported by moving his records onto Xero, which is one of HMRC’s approved platforms. 

James continues to receive training from our experts on how to track and categorise his income and expenses so he can manage everything himself with confidence. 

By using a platform like Xero, James has more time to focus on his properties and tenants, knowing the support from our Making Tax Digital champions is there when he needs it. 

Take a look at James’ full story here: