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Dewis y feddalwedd sy’n iawn i chi ar gyfer Troi Treth yn Ddigidol ar gyfer Treth Incwm

Dysgu pa feddalwedd y bydd ei hangen arnoch er mwyn rhoi gwybod i CThEF am incwm o hunangyflogaeth ac eiddo.

Gan:
Cyllid a Thollau EF
Cyhoeddwyd
25 Chwefror 2019
Diweddarwyd ddiwethaf
2 Ebrill 2026 — Gweld pob diweddariad

Pryd fydd angen i chi ddefnyddio meddalwedd

O 6 Ebrill 2026 ymlaen, bydd yn rhaid i rai unig fasnachwyr a landlordiaid ddefnyddio meddalwedd sy’n cydweddu i roi gwybod am eu hincwm drwy ddefnyddio Troi Treth yn Ddigidol ar gyfer Treth Incwm.

Dylech ddewis eich meddalwedd cyn i chi gofrestru ar gyfer Troi Treth yn Ddigidol ar gyfer Treth Incwm.

Cyn i chi ddewis eich meddalwedd, dysgwch a oes angen i chi ddefnyddio Troi Treth yn Ddigidol ar gyfer Treth Incwm, a phryd y dylech chi wneud hynny.

Yr hyn y bydd angen i’ch meddalwedd ei wneud

Bydd angen i chi, neu asiant sy’n gweithredu ar eich rhan, ddefnyddio meddalwedd fasnachol sy’n cydweddu â’r cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm er mwyn:

  • creu, cadw a chywiro cofnodion digidol o’ch incwm a threuliau o hunangyflogaeth ac eiddo

  • anfon eich diweddariadau chwarterol at CThEF — crynodebau yw’r rhain o’ch treuliau hunangyflogaeth a’ch treuliau incwm o eiddo. Nid ydynt yn ffurflenni Treth

  • ychwanegu unrhyw incwm arall sydd gennych, a chyflwyno eich Ffurflen Dreth erbyn 31 Ionawr y flwyddyn ganlynol

Creu cofnodion digidol

Dim ond cofnodion o’ch incwm a threuliau o hunangyflogaeth ac eiddo y mae angen i chi eu creu.

Nid oes angen i chi greu cofnodion digidol ar gyfer ffynhonnell arall o incwm, ond mae’n rhaid i chi roi gwybod amdanynt yn eich Ffurflen Dreth drwy ddefnyddio eich meddalwedd. Gall hyn gynnwys incwm o ffynonellau megis pensiynau, cynilion, difidendau, neu’ch cyfran chi fel partner unigol o elw partneriaeth.

Gallwch ddysgu ynghylch cyflwyno’ch Ffurflen Dreth drwy ddefnyddio meddalwedd.

Mathau o feddalwedd

Mae mathau gwahanol o feddalwedd ar gael i’ch helpu i ddefnyddio’r cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm. Gallwch gael meddalwedd sy’n gwneud y naill neu’r llall o’r canlynol:

  • creu cofnodion digidol

  • cysylltu â’ch cofnodion presennol, er enghraifft y rheini mewn taenlenni

Meddalwedd sy’n creu cofnodion digidol

Mae’r math hwn o feddalwedd yn eich galluogi i greu cofnodion digidol ar gyfer hunangyflogaeth ac eiddo drwy wneud un o’r canlynol:

  • cysylltu â chyfrif banc eich busnes er mwyn mewngludo’r trafodion yn awtomatig

  • sganio derbynebau ac anfonebau 

  • nodi’ch incwm a threuliau â llaw

Fel arfer bydd y cynhyrchion meddalwedd yn bodloni’r holl ofynion ac yn eich caniatáu i wneud y canlynol:

  • anfon diweddariadau chwarterol
  • cyflwyno’ch Ffurflen Dreth

Mae rhai meddalwedd sy’n creu cofnodion digidol hefyd yn eich galluogi i gysylltu â’ch cofnodion presennol mewn meddalwedd arall.

Meddalwedd sy’n cysylltu â’ch cofnodion

Bydd y math hwn o feddalwedd yn cysylltu â chofnodion presennol sy’n cael eu cadw ar daenlenni neu offer cyfrifyddu eraill.

Weithiau cyfeirir ato fel ‘meddalwedd bontio’.

Er enghraifft, os ydych yn defnyddio taenlenni i gadw cofnodion incwm a threuliau, gall meddalwedd pontio gysylltu â’r taenlenni hyn a gwneud eich cyflwyniadau i CThEF.

Mae ambell gynnyrch meddalwedd bontio ar gael sy’n eich galluogi i wneud y canlynol:

  • anfon diweddariadau chwarterol
  • cyflwyno’ch Ffurflen Dreth

Dewis mwy nag un cynnyrch

Os yw’n well gennych, gallwch ddewis defnyddio mwy nag un cynnyrch meddalwedd. Fodd bynnag, dim ond un cynnyrch y gallwch ei ddefnyddio ar gyfer pob cyflwyniad unigol sydd angen i chi ei gyflwyno i CThEF. Er enghraifft, os ydych yn landlord, ni allwch ddefnyddio mwy nag un cynnyrch meddalwedd er mwyn anfon diweddariadau chwarterol ynghylch eich incwm o eiddo neu dreuliau.

Gallwch chi neu’ch asiant ddefnyddio mwy nag un cynnyrch, er enghraifft os yw’r canlynol yn berthnasol i chi:

  • mae gennych fwy nag un ffynhonnell incwm ac rydych am ddefnyddio cynhyrchion ar wahân ar gyfer pob un — rydych yn adeiladwr ac yn landlord ac am ddefnyddio cynhyrchion gwahanol er mwyn bodloni gofynion y ddau fusnes

  • rydych am ddefnyddio cynhyrchion gwahanol ar gyfer pob tasg — un ar gyfer creu cofnodion ac anfon eich diweddariadau chwarterol ac un arall ar gyfer cyflwyno’ch Ffurflen Dreth

Os ydych yn defnyddio mwy nag un cynnyrch, bydd angen i chi wneud yn siŵr eu bod yn gallu gweithio gyda’i gilydd i fodloni gofynion y cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm.

Sut i ddewis y nodweddion priodol ar gyfer eich meddalwedd

Ar ôl dewis y math o feddalwedd sy’n iawn i chi, gwiriwch a oes ganddi’r holl nodweddion sydd eu hangen arnoch.

Bydd angen i’r cynnyrch neu gynhyrchion meddalwedd rydych yn eu dewis gwneud y canlynol:

  • cynorthwyo’ch holl ffynonellau incwm sydd wedi’u cwmpasu gan y cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm

  • eich galluogi i wneud eich cyflwyniadau i CThEF — i anfon diweddariadau chwarterol yn ogystal â chyflwyno’ch Ffurflen Dreth

  • eich galluogi i ddatgan bob ffynhonnell arall o incwm i gwblhau’ch Ffurflen Dreth

  • gweithio gyda’ch cyfnod cyfrifyddu (blwyddyn dreth safonol, cyfnodau diweddaru calendr neu’r naill na’r llall)

Dysgwch am sut i ddefnyddio cyfnodau diweddaru safonol a chyfnodau diweddaru calendr.

Os yw eich busnes wedi’i gofrestru ar gyfer TAW, byddwch eisoes yn defnyddio meddalwedd er mwyn cadw cofnodion digidol a chyflwyno eich Ffurflenni TAW. Dylech wirio a yw’ch meddalwedd TAW yn cydweddu â’r cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm, neu wirio bod y feddalwedd rydych wedi’i dewis yn bodloni eich gofynion TAW.

Dylech hefyd ystyried a yw’r feddalwedd:

  • yn caniatáu mwy nag un asiant, os oes gennych fwy nag un

  • gyda HMRC Assist (yn agor tudalen Saesneg) wedi’i adeiladu yn rhan ohono — mae’r nodwedd hon yn darparu adborth, ac yn amlygu gwallau yn eich Ffurflen Dreth drwy ddefnyddio’r canlynol:

    • gwybodaeth yn eich adroddiadau i CThEF
    • y data sydd gan CThEF

  • yn cynnig prisiad sy’n bodloni eich cyllideb — mae cynhyrchion sy’n rhad ac am ddim ar gael ar gyfer y rhai sydd â materion treth syml, ond mae’n bosibl bod cyfyngiadau ar sut y gall y cynhyrchion gael eu defnyddio, er enghraifft bod ganddynt nifer cyfyngedig o drafodion

Os ydych yn credu y bydd eich ffynonellau incwm yn newid

Dylech wirio a fydd eich meddalwedd yn gallu gweithio gyda’r ffynhonnell incwm hon yn y dyfodol. Er enghraifft, os ydych yn landlord ond rydych yn ystyried dechrau busnes.

Dod o hyd i feddalwedd sy’n iawn i chi

Gallwch ddefnyddio ein hofferyn i ddod o hyd i feddalwedd er mwyn helpu i wneud y canlynol:

  • dod o hyd i feddalwedd sy’n cydweddu sy’n bodloni’ch anghenion

  • chwilio am eich meddalwedd bresennol er mwyn gwirio a yw’n cydweddu â’r cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm

Gofynnir rhai cwestiynau i chi er mwyn creu rhestr bersonol o opsiynau meddalwedd.

Mae’r holl feddalwedd a restrir wedi bod drwy broses gydnabod CThEF. Nid yw CThEF yn cymeradwyo unrhyw gynnyrch neu ddarparwr meddalwedd.

Cynhyrchion meddalwedd sydd wrthi’n cael ei datblygu

Mae mwy o ddarparwyr meddalwedd yn datblygu meddalwedd sy’n cydweddu â’r cynllun Troi Treth yn Ddigidol ar gyfer Treth Incwm. Gallwch gysylltu â’r darparwyr hyn ynglŷn â’r nodweddion a’r gwasanaethau maent yn bwriadu eu cynnig. Gallwch ddod o hyd i fanylion am y darparwyr hyn ar:

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Cyhoeddwyd ar 25 Chwefror 2019
Diweddarwyd ddiwethaf ar 2 Ebrill 2026 show all updates

  1. The details of one software supplier has been removed from the 'software in development' section.

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