MTD planning for clients without software: A how-to guide (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

• Tackling the unique challenges of planning an MTD for Income Tax service offering
• How to plan with clients who can’t, don’t or won’t use accounting software i.e. doing it all for them from day #1
• Create a practice plan for MTD for Income Tax with less than a year to go: identifying the milestones you need to hit

Key topics

• A bang-up-to-date rundown of all MTD for Income Tax developments and requirements—everything you need to know, digestible and easy-to-understand.
• Key considerations when segmenting your client list—should you focus on skill, willingness, existing software, industry vertical, business size… Or something else?
• Software considerations: How to work WITH certain clients (e.g. collaboration), alongside working FOR other clients (e.g. do it for them).
• How to create a 100-day practice plan based on what you learn.

Who should attend

Accountants and bookkeepers who are either planning or considering their MTD for Income Tax practice service offerings

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.

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