Mastering MTD Compliance with Low-Tech Clients (Partner webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

This webinar will help accountants support low‑tech and non‑digital clients as Making Tax Digital (MTD) approaches, without increasing compliance risk or administrative burden. Attendees will learn how to build a clear, scalable workflow for handling real‑world client records (paper, PDFs, spreadsheets and incomplete data), while maintaining accurate and consistent quarterly reporting. By the end of the session, delegates will have a repeatable approach to staying compliant even when clients are not fully digital.

KEY TOPICS

• Making Tax Digital (MTD) and the challenges of quarterly reporting for low‑tech clients
• Managing compliance risk with paper records, PDFs and spreadsheets
• Designing a scalable MTD workflow: client intake, validation, categorisation and review
• Handling common exceptions (missing transactions, unclear categorisation, inconsistent records)
• Improving client record‑keeping behaviours without requiring a software change
• Standardising processes to turn admin‑heavy clients into a predictable, commercially viable service line
• This session is designed to be practical and implementation-focused, with real-world scenarios and workflows that can be applied immediately within practice.

WHO SHOULD ATTEND

Partners, managers and senior staff responsible for delivering MTD compliance within accountancy practices. Particularly relevant for firms managing a portfolio of clients who rely on manual or low‑tech record keeping, and for those looking to build scalable processes ahead of MTD for Income Tax.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.