Hot MTD Topics with Rebecca Benneyworth

OBJECTIVES

As we approach the initial April 2026 implementation date for Making Tax Digital (MTD) for Income Tax, Rebecca Benneyworth runs through the key MTD issues she is coming across and resolving in practice, including through her regular dialogue with HMRC.

KEY TOPICS

• MTD – A practical tour
• Agent Services Account requirements
• Signing clients up for testing
• The sign-up process – the agent’s view – with screenshots
• Impact on firm processes
• Quarterly reporting and digital record keeping
• Year-end ‘tax return’
• The bigger picture and changes to HMRC’s systems
• Mandated income types
• Annualising income
• Digital obligations, multiple updates and software licence requirements
• Exemptions from MTD
• Leaving the MTD process
• Bridging software

WHO SHOULD ATTEND

Partners, managers and other staff in practice who need to know the most up-to-date MTD information in order to prepare both the practice and affected clients for the 2026 implementation.