Moneyhub Partners with The Tax Guys to Help Landlords and Sole Traders Navigate Making Tax Digital

Moneyhub, the leading data and intelligence platform, today announced a new partnership with The Tax Guys, a UK tax advisory firm serving landlords and sole traders. This partnership will power the firm’s Clean Books platform, which automates financial data collection and supports compliance with HMRC’s Making Tax Digital (MTD) requirements. 

With a few weeks until the start of the new tax year, more than 800,000 of the 864,000 taxpayers required to register for MTD this year have yet to do so, according to HMRC sources. From 6^th April 2026, landlords and self-employed workers earning more than £50,000 annually must file four quarterly submissions, a year-end adjustment, and a final declaration. This represents a significant shift from the single annual return many are accustomed to. In the next three years, nearly three million taxpayers will need to join the scheme. 

• The low registration numbers reflect a combination of factors The Tax Guys have encountered around MTD, and that this new partnership is directly designed to address: 

• Widespread misconceptions including fears of excessive HMRC visibility into personal finances, which have fueled hesitancy. 

• Clients managing income across multiple properties or entities worrying about the expense of multiple software subscriptions. 

• The perceived complexity of compliance, which has caused many to delay rather than act. To raise awareness and remove confusion around the registration process, The Tax Guys has created an MTD registration page. 

By integrating Moneyhub’s AI-driven Categorisation and Enrichment engine into the Clean Books platform, The Tax Guys will enable its clients to connect their financial accounts securely, automatically separate personal and business expenses, and map transaction data directly to the relevant HMRC tax codes. This includes SA105, the property income form central to MTD compliance for landlords. 

The result is a seamless transition away from manual processes such as the spreadsheet-based data entry that currently creates bottlenecks for both advisers and their clients, and towards a scalable, always-on digital advisory model that helps bridge the advice gap for small-scale landlords and sole traders.  

Using Moneyhub’s platform, Clean Books retrieves up to 12 months of historical transaction data and provides monthly refreshes to support quarterly MTD returns, ensuring clients’ records remain current and accurate throughout the reporting cycle. 

Jonathan Amponsah, Founder at The Tax Guys, comments:   “MTD shouldn’t be seen as Making Tax Difficult. For too long, accountants have been buried in data entry every January, only to deliver tax bills that clients weren’t prepared for. Making Tax Digital changes that, and with Moneyhub powering our Clean Books platform, we can finally do what we were trained to do: act as genuine advisors. The AI-driven data enrichment and categorisation means we’re not starting from scratch with every client, and the direct mapping to HMRC forms like SA105 removes a huge amount of manual work. Clients can budget throughout the year, avoid nasty surprises, and get the proactive financial guidance they deserve.” 

Dan Scholey, Chief Product Officer at Moneyhub, adds:  “MTD represents one of the most significant shifts in how the UK’s self-employed and landlords manage their finances, and the window to prepare is closing fast. Our partnership with The Tax Guys puts the right technology in the hands of advisers who are genuinely committed to making this transition work for their clients. By automating the collection, categorisation, and mapping of financial data, right through to HMRC-ready outputs, we’re enabling The Tax Guys to focus on the advisory work that adds real value, rather than the administrative burden that has historically consumed so much of the profession’s time.”