How to Switch to Taxd from Another MTD Software Provider

Can You Switch MTD Software?

Yes. You can switch from one MTD-compatible software product to another at any time. Your quarterly obligations with HMRC are tied to your taxpayer record, not to any specific software. Changing software does not change your deadlines, and any submissions you have already made remain in HMRC's system regardless of which tool you used to submit them.

When Is the Best Time to Switch?

While switching is possible at any point in the year, the most straightforward time is at the start of a new tax year (6 April). This avoids any questions about mid-year records and gives you a clean start with the new software.

If you need to switch mid-year -- for example because your current software is not meeting your needs -- you can do so, but you will need to ensure your records for the current year are accessible and that your new software is ready for the next quarterly submission.

Caution: If you switch between software products mid-year, make sure you do not duplicate a quarterly submission. HMRC accepts one submission per obligation period -- submitting twice for the same quarter via different software can cause errors on your HMRC record.

Step-by-Step: Switching to Taxd

Step 1 -- Start a Taxd free trial Sign up at taxd.co.uk/mtd and explore the platform before you commit. You do not need to de-register from your current software to try Taxd.

Step 2 -- Export your records from your current software Before leaving your current provider, export or download your historical records -- income and expense data, previous quarterly submissions, and any year-end information. Most MTD software products provide a data export function. Check your current provider's help documentation for the steps involved.

Store your exported records somewhere accessible. You own your data and are entitled to a copy regardless of which software you use.

Step 3 -- Set up your records in Taxd Depending on how far you are through the tax year, you may need to enter your year-to-date income and expense figures into Taxd so your records are complete and consistent for your next quarterly submission.

If you are using Taxd's bridging software, simply ensure your spreadsheet is up to date for the next quarter.

If you are using Keptd (smart tracking), connect your business bank account to import transactions going forward.

Step 4 -- Re-authorise Taxd with HMRC Taxd will guide you through the OAuth authorisation process -- the same secure step that links any MTD software to your HMRC account. This does not remove your previous software's authorisation immediately; most software products hold a background OAuth token, but your new software will now be the primary tool through which you submit.

Step 5 -- Confirm your obligations in Taxd Once authorised, your quarterly obligations will appear in Taxd's dashboard. Verify that the deadlines shown match what you expect. If you have already submitted earlier quarters through your previous software, those will show as fulfilled in HMRC's system.

Step 6 -- Cancel your previous subscription Once you are satisfied that Taxd is set up correctly and your first submission from Taxd has gone through successfully, you can cancel your subscription with your previous provider.

What Happens to Submissions Made Through Your Previous Software?

Any quarterly updates you submitted through your previous software remain permanently in HMRC's system. HMRC does not delete or overwrite historical submissions when you switch software. Your compliance record is unaffected.

What About Mid-Year Records?

If you switch mid-year, there may be a gap between the records you had in your old software and what is now in Taxd. The key thing is that your next quarterly submission to HMRC accurately reflects your income and expenses for that quarter -- not that the records are all held in one place.

For bridging software users, your spreadsheet is your master record. Continue using and updating it as normal.

For Keptd users, bank transactions import automatically from the date you connect. For transactions before that date, you may need to add them manually or import a CSV from your bank.

Common Questions

Will switching software affect my penalty points or submission history? No. Your submission history and any penalty points are held on your HMRC record, not within any software product. Switching does not reset or affect your compliance status.

Can my accountant switch on my behalf? Yes. If your accountant manages your MTD submissions, they can re-authorise through their own MTD-compatible software on your behalf.

What if I owe a quarterly submission when I switch? Submit the outstanding quarter through your new software as soon as it is set up and authorised. Your obligation dates are unchanged -- the switch does not extend or pause your deadlines.

Does switching cost anything? Taxd offers a free trial so you can get set up and authorised before committing to a paid plan. You only need to pay when you are ready to submit. Check taxd.co.uk for current pricing.

Ready to Switch?

Taxd is HMRC-recognised, award-winning, and built for landlords, sole traders, and expats. Start your free trial at taxd.co.uk/mtd -- you can be up and running in minutes, with no disruption to your MTD obligations.