Making Tax Digital: How to Get You & Your Clients Ready

Date: 10 March 2025

It is a little over a year until the first taxpayers will have to join Making Tax Digital for Income Tax Self- Assessment (MTD ITSA). This will represent a fundamental shake-up in how taxpayers and agents interact with HMRC, and each other. Now is therefore the perfect time to get to grips with the rules, and think about how you can get your clients and your practice ready. 

In this webinar we’ll take a detailed look at the MTD ITSA requirements, which taxpayers have to join and when. We’ll also spend time exploring the practical implications for agents and the steps you can start taking now to get ready.

The webinar is aimed at tax advisers and accountants who work with sole traders and landlords. Those who are themselves sole traders or landlords may also find the session useful. It is pitched at an intermediate level – whilst no prior knowledge of MTD ITSA is needed, a basic understanding of the current ITSA rules will be assumed. 

Topics covered will include: 

• What is MTD and why is it happening?
• The MTD timeline – which taxpayers are in and when.
• The MTD ITSA requirements – digital record keeping, quarterly reporting and year-end finalisation.
• Exemptions from MTD ITSA.
• How agents can support clients.
• The role of software.
• Practical tips and pitfalls.
• What to do to get ready for April 2026.

By attending this session you’ll gain a good understanding of what MTD ITSA is, what it will mean for your clients, and the steps you need to take to get ready over the coming year. 

Specific learning outcomes include an understanding of: 

• What MTD requires.
• Which of your clients will be in MTD ITSA.
• How your client relationships may be affected.
• The potential impact on your practice and workloads.
• Practical steps you can take to get ready.