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

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

O 6 Ebrill 2026 ymlaen, bydd yn rhaid i rai unig fasnachwyr a landlordiaid ddechrau defnyddio meddalwedd sy’n cydweddu i roi gwybod am eu hincwm o dan y cynllun 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:

Ѳ’r llywodraeth wedi gosod cynlluniau i gyflwyno deddfwriaeth (yn agor tudalen Saesneg) a fydd yn ei gwneud hi’n ofynnol i gwsmeriaid gyflwyno’u Ffurflenni Treth drwy ddefnyddio meddalwedd Troi Treth yn Ddigidol ar gyfer Treth Incwm.

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

Nid oes angen i chi greu cofnodion digidol ar gyfer ffynonellau eraill o incwm, ond mae’n rhaid bod eich meddalwedd yn gallu eu datgan ar eich Ffurflen Dreth. Gall hyn gynnwys incwm o ffynonellau megis pensiynau, partneriaeth, cynilion neu ddifidendau.

Gallwch ddod o hyd i arweiniad pellach am gyflwyno’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

Ѳ’r math hwn o feddalwedd yn eich galluogi i greu cofnodion digidol ar gyfer hunangyflogaeth ac eiddo drwy naill ai:

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

  • sganio derbynebau ac anfonebau 

  • nodi’ch incwm a threuliau â llaw

Efallai y bydd hyn yn iawn i chi os ydych am gael un cynnyrch meddalwedd a fydd yn bodloni’r holl ofynion — bydd y mwyafrif o’r cynhyrchion hyn hefyd yn eich galluogi i anfon diweddariadau chwarterol at CThEF, yn ogystal â chyflwyno’ch Ffurflenni Treth.

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 (meddalwedd pontio)

Bydd y math hwn o feddalwedd yn cysylltu â chofnodion presennol sy’n cael eu cadw ar daenlenni neu offer cyfrifyddu eraill. Mae yna gynhyrchion meddalwedd pontio ar gael sy’n eich galluogi i anfon diweddariadau chwarterol at CThEF, yn ogystal â chyflwyno’ch Ffurflenni Treth.

Efallai y bydd hyn yn iawn i chi os ydych am barhau i ddefnyddio’ch meddalwedd bresennol ac addasu’ch dull o gadw cofnodion ar gyfer Troi Treth yn Ddigidol ar gyfer Treth Incwm.

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.

Dewis mwy nag un cynnyrch

Yn dibynnu ar y math o feddalwedd rydych yn ei dewis, gallwch ddefnyddio’r naill neu’r llall o’r canlynol:

  • un meddalwedd sy’n cydweddu sy’n gwneud popeth

  • mwy nag un cynnyrch sy’n gweithio gyda’i gilydd — er enghraifft, un ar gyfer creu cofnodion digidol ac un arall ar gyfer cyflwyno gwybodaeth i CThEF

Efallai y bydd defnyddio mwy nag un math o feddalwedd yn gweithio’n well i chi os yw’r canlynol yn wir:

  • rydych am ddefnyddio math penodol o feddalwedd ar gyfer un o’ch ffynonellau incwm

  • mae angen, neu mae’n well gennych ddefnyddio cynhyrchion meddalwedd gwahanol ar gyfer tasgau gwahanol, er enghraifft un ar gyfer creu cofnodion ac un ar gyfer gwneud cyflwyniadau

  • mae gennych asiant, a byddant yn bodloni rhai o’r gofynion ar eich rhan ac maent yn defnyddio meddalwedd wahanol

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 (hunangyflogaeth, eiddo yn y DU, eiddo dramor)

  • 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 (cyfnodau diweddaru blwyddyn dreth safonol neu gyfnodau diweddaru calendr)

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

Dylech hefyd ystyried a yw’r meddalwedd:

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

  • yn cynnig pris sy’n addas i’ch cyllideb — mae’n bosibl bod cyfyngiadau ar waith ar rai cynhyrchion sy’n rhad ac am ddim

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 yn ystyried dechrau busnes.

Dod o hyd i feddalwedd sy’n iawn i chi

Gallwch ddefnyddio ein hofferyn i ddod o hyd i feddalwedd i’ch 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 ar gyfer eich anghenion penodol.

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

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. Ѳ’r darparwyr hyn yn cynnwys:

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Cyhoeddwyd ar 25 Chwefror 2019
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