UX Designers · Product Designers · Updated September 2026 ✓ HMRC-sourced

MTD for UX & Product Designers —
Retainers, Day Rates and Your Threshold

12 September 2026 ⏱ 9 min read Editorial policy ↗ HMRC eligibility guidance ↗
⚡ Check Your Design Income
Are you above the MTD threshold?
Total freelance design income (gross, day rate + retainers)
£
Any other self-employment income
£

Combine day-rate contracts, fixed-fee projects, and monthly retainers into one gross total.

The one-line answer
  • The same £50k / £30k / £20k phased MTD thresholds apply as any self-employed sole trader, UX and product design day rates are among the higher end of the creative freelance market.
  • Combine day-rate contracts, fixed-fee projects, and any ongoing monthly retainers into one gross total, retainer income is recognised as each month is invoiced, not as one lump sum upfront.
  • Many designers work through their own limited company instead, MTD for Income Tax only reaches genuine sole trader income.

If you work as a self-employed UX or product designer, freelancing for startups, agencies, or direct clients as a sole trader, Making Tax Digital applies to you the same way it applies to any other self-employed person. Freelance design work is often billed as a mix of day rates, fixed-fee projects, and ongoing retainers, which is worth understanding for your MTD figures.

Are You Affected by MTD as a UX or Product Designer?

Yes, if your gross freelance design income, plus any other self-employment income, exceeds the relevant threshold:

Tax Year AssessedThresholdMTD Start Date
2024–25Over £50,0006 April 2026. Live since April 2026
2025–26Over £30,0006 April 2027
2026–27Over £20,0006 April 2028

Your gross income is your total fees received before expenses, software subscriptions and other costs are deducted afterwards, not before, when checking your threshold.

Retainers vs Project Fees — How Income Is Recognised

Many designers combine one-off project work with an ongoing monthly retainer for an existing client. Under the cash basis, which most self-employed designers use, retainer income is recognised as each month is invoiced, not as a single lump sum when the retainer agreement is first signed. A 12-month retainer worth £2,000 a month adds £2,000 to your income each month it's billed, spread across the tax year, not £24,000 all at once.

What You Can Claim

Expense CategoryExamples
SoftwareFigma, Adobe Creative Cloud, prototyping and research tools
EquipmentDesign hardware such as a laptop or tablet, via capital allowances
Portfolio and marketingPortfolio website hosting and design
Professional developmentCourses and conferences relevant to your practice
Use of home / officeSimplified flat rate, or a proportion of costs if you rent studio space

Worked Example

Theo. Freelance product designer, mixed project and retainer work

Fixed-fee project work, gross£38,000
Monthly retainer billings across the tax year£21,000
Theo's MTD qualifying income£59,000

Theo's £59,000 combined income exceeds the £50,000 Phase 1 threshold. His retainer income is counted as each month is invoiced across the year, not as one lump sum when the agreement started.

Frequently Asked Questions

When does retainer income count towards my MTD threshold?

As each billing period is invoiced, not as one lump sum when the retainer agreement is signed. A monthly retainer adds to your income each month it's billed, spread across the tax year.

What's the MTD threshold for UX and product designers?

The same as any self-employed sole trader: over £50,000 gross income in 2024–25 means MTD from April 2026, over £30,000 in 2025–26 means April 2027, over £20,000 in 2026–27 means April 2028.

I operate through my own limited company. Does this apply to me?

No, not for MTD purposes. Company profits are taxed under Corporation Tax and dividend rules, which sit outside MTD for Income Tax's current scope, that only reaches sole trader and property income.

Can I claim my Figma or Adobe subscription?

Yes, software subscriptions genuinely used for your design work, along with hardware, portfolio hosting, and relevant professional development, are all standard allowable expenses.

What software do I need as a self-employed designer?

Any HMRC-recognised MTD software works. The main practical need is recording retainer income by billing period rather than as one upfront figure, which most freelance invoicing software handles well.

Check Your Full MTD Position

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