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All software / Forbes MTD

Forbes MTD

First seen on HMRC's list on or before 17 Oct 2026.

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 versionNot included
Agent softwareReady now
Individual softwareReady now
Software that creates digital recordsReady now
Bridging software that connects to recordsReady 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 VATReady now
HMRC Assist (Submission Feedback)Ready now

Business income

Sole traderReady now
UK propertyReady now
Foreign propertyReady now

Other income sources and items

Employment (PAYE)Ready now
UK dividendsReady now
State Pension incomeReady now
Private pension incomesReady now
Partner income from a partnershipNot included
Foreign dividendsReady now
Foreign interestReady now
Private pension contributionsReady now
Construction Industry SchemeReady now
Charitable givingReady now
Capital GainsReady now
Student LoanReady now
Marriage AllowanceReady now
Voluntary Class 2 National InsuranceReady now
High Income Child Benefit ChargeReady now
UK interestReady now

Accessibility

Blindness or impaired visionNot included
Deafness or impaired hearingNot included
Motor or physical difficultiesNot included
Cognitive impairmentsNot included

Platform

Software typeDesktop application Web browser
Compatible withMicrosoft Windows Mac OS
Mobile AppAndroid
LanguageEnglish

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