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Forbes MTD
Visit Forbes MTD websiteView HMRC listing
Our notes
Forbes MTD is desktop and cloud software from Forbes Computer Systems that sends MTD for Income Tax data from spreadsheets or its own cashbook, through to the final declaration. It is mainly sold to accountants, with single-business versions.
Pros
- Covers quarterly updates, year-end adjustments, other income and the final declaration
- Bridging from Excel spreadsheets, with sample spreadsheets provided
- Desktop or cloud versions, with an online cashbook
- Integrates with Forbes tax, accounts, payroll and CIS products for agents
Cons
- Pricing for individuals is not clearly stated for MTD for Income Tax
- Licence is for the current tax year and must be renewed each April
- Older-style website with an order form
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- unknown
- Per month
- unknown
- Per year
- unknown
- VAT
- ex VAT (prices shown '+VAT')
- Notes
- The MTD page lists 'Agent (multi company) £195+VAT' and 'Single company version £40+VAT' directly under the MTD for VAT section, so it is unclear whether the £40 single version covers MTD for Income Tax. The order form lists 'MTD for IT' at £195 (prices are for a single user for the current tax year, renewed each April, VAT at 20% added).
- Agent/accountant pricing
- yes. 'MTD for IT' is £195 + VAT on the order form, for a single user for the current tax year (renew each April). The MTD page also lists Agent (multi company) at £195+VAT.
Really free?
- Quarterly updates free
- no (free download can only transmit to HMRC's test service until paid)
- Tax return (final declaration) free
- no
- Limits
- Demo transmits to a test service only.
- Bank account condition
- None
- Time limit
- None stated
Landlords and spreadsheets
- Excel bridging
- yes
- Google Sheets bridging
- unknown (not mentioned)
- CSV import
- unknown (not mentioned)
- Bridging notes
- Totals are read from labelled cells in your own Excel spreadsheet; sample self-employed and property spreadsheets are provided. Foreign property supported via property IDs in the spreadsheet.
Checked 18 Oct 2026. Sources:www.forbes.co.uk, www.forbes.co.uk, www.forbes.co.uk
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Not included |
|---|---|
| Agent software | Ready now |
| Individual software | Ready now |
| Software that creates digital records | Ready now |
| Bridging software that connects to records | Ready now |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Ready now |
| Making Tax Digital for VAT | Ready now |
| HMRC Assist (Submission Feedback) | Ready now |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Ready now |
| Foreign property | Ready now |
Other income sources and items
| Employment (PAYE) | Ready now |
|---|---|
| UK dividends | Ready now |
| State Pension income | Ready now |
| Private pension incomes | Ready now |
| Partner income from a partnership | Not included |
| Foreign dividends | Ready now |
| Foreign interest | Ready now |
| Private pension contributions | Ready now |
| Construction Industry Scheme | Ready now |
| Charitable giving | Ready now |
| Capital Gains | Ready now |
| Student Loan | Ready now |
| Marriage Allowance | Ready now |
| Voluntary Class 2 National Insurance | Ready now |
| High Income Child Benefit Charge | Ready now |
| UK interest | Ready now |
Accessibility
| Blindness or impaired vision | Not included |
|---|---|
| Deafness or impaired hearing | Not included |
| Motor or physical difficulties | Not included |
| Cognitive impairments | Not included |
Platform
| Software type | Desktop application Web browser |
|---|---|
| Compatible with | Microsoft Windows Mac OS |
| Mobile App | Android |
| Language | English |