MTD for Income Tax Self Assessment: Final Steps Before 6 April (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 equip accountants with a clear, actionable plan to get clients ready for MTD for Income Tax. Attendees will learn how to assess client readiness, prioritise actions, and avoid the most common pitfalls when moving to digital record‑keeping and quarterly reporting. They will also understand how different client types are affected and which tools best support an efficient, compliant MTD workflow.

KEY TOPICS

• Overview of MTD for Income Tax: what’s changing and when
• A realistic 30‑day MTD readiness plan for firms
• Assessing client readiness: segmentation, prioritisation and risk
• Common pitfalls to avoid when implementing digital record‑keeping
• Practical workflows for quarterly updates and final declarations
• Client types under MTD: sole traders, landlords, mixed‑income and more
• Recommended accounts preparation and supporting software tools
• How the right solutions reduce risk and streamline digital workflows

WHO SHOULD ATTEND

Partners, managers, and client‑facing staff responsible for preparing clients for MTD for Income Tax. Suitable for those seeking a practical, structured approach to digital transition, whether relatively new to MTD or already familiar with its requirements and looking to strengthen their workflow.

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.