No client left behind with MTD for Income Tax

Event information

Can a client be compliant with Making Tax Digital (MTD) for Income Tax if they don’t use software? Yes! You've looked at segmenting clients for MTD by areas like industry — now consider segmenting them by abilities and discover how you can sort out software for them, even if they seem unable and unwilling to do so.

Ensure you've got a solid understanding of MTD income tax: its rules and regulations, the key requirements such as signing up and maintaining digital records, and the taxpayers it will affect, including landlords and sole traders. Have a look at the different types of clients you may have, such as those who prefer a "do it with me" approach versus a "do it for me" approach, and explore strategies for client engagement, including proactive communication, addressing concerns, and advocating the benefits of digitalisation.

Discover technologies which can help both your practice and your clients — see how pre-accounting solutions like AutoEntry, which automates data entry and integrates with accounting software, can help clients to meet MTD requirements efficiently. Come away from the webinar with a detailed 100-day roadmap for implementing MTD in practice, with steps for segmentation, engagement, planning, and onboarding, and specific actions to be taken in each phase.

Key benefits

• Get an up-to-date refresher overview of MTD income tax rules and requirements.
• Understand how best to approach segmenting clients and identifying those that might struggle.
• Plan software paths for every type of client that best suits their needs.
• Build a 100-day practice plan that will enable you to put it all into operation so you’re ready for April 2026.

About the speaker

Sean Smith, Accountant and Bookkeeper Evangelist, AutoEntry by Sage A former accountant, Sean is highly passionate about client experience and strives to help firms create seamless client journeys, using frictionless technology to deliver the best client experiences. Sean has spent the past eight years working with a range of accounting technology firms helping practices manage change.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.