ANNA Money secures HMRC Making Tax Digital software approval, simplifying tax filing for small businesses
ANNA Money, the AI-powered business account and tax app, has today announced that it has been approved by HMRC as a provider of software for Making Tax Digital for Income Tax, enabling customers to submit their quarterly tax filings directly to HMRC through ANNA’s intuitive and automated platform.
With Making Tax Digital for Income Tax Self Assessment launching for higher earners in April 2026, small businesses and self-employed individuals such as sole traders, freelancers and landlords will need to keep digital records and submit tax information using compatible software on a quarterly basis – representing a fundamental change from the current annual system. As MTD requirements continue to expand, businesses must ensure they are prepared to adjust to the new system.
With its inclusion on HMRC’s list of compatible software providers, ANNA Money can now support customers in meeting these requirements seamlessly. Designed to remove complexity from tax administration, once customers are set up on the platform, ANNA’s AI technology automatically categorises transactions, keeps digital records and prepares the information required for quarterly MTD filings. This ensures submissions are accurate, on time, and require minimal manual work.
Eduard Panteleev, co-founder and co-CEO of ANNA Money, said: “Today’s HMRC approval is a huge vote of confidence in ANNA Money and our offering to small businesses owners across the UK. While many SME owners and sole traders are still feeling uncertain about their future with the introduction of MTD, we’re making sure cost and complexity don’t stand in the way growing their businesses. We are delighted to be included on the approved providers list.”
To support the transition to digital record keeping ANNA is launching Auto Accountant – the UK’s first agentic operating system that can prepare and file small business and sole trader tax returns, including Corporation Tax, VAT and Self Assessment (MTD ready). Auto Accountant is available for free for MTD Self Assessment – including quarterly and year end filings for the 2026/27 tax year.
Those earning over £50,000 must start using HMRC-approved software to report their income under Making Tax Digital for Income Tax by 6th April. While the introduction of quarterly filings may seem like an overwhelming admin burden for many sole traders, ANNA Money’s tech completely automates this process. Customers simply need to sync their bank accounts and let ANNA do the rest.