Triage Your Clients and Workflows Before the £30,000 Wave Arrives

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 give attendees a practical framework for triaging their client base ahead of the April 2027 extension of MTD for Income Tax to sole traders and landlords earning over £30,000.

By the end of the session, delegates will be able to segment clients by readiness and risk, plan a whole-book review and re-issue of engagement letters, and put a process in place for collecting client records early.

This will help firms absorb the sharp rise in quarterly-filing clients without simply working longer hours.

KEY TOPICS

• The April 2027 expansion of MTD for Income Tax (MTD IT / MTD ITSA) to sole traders and landlords earning over £30,000
• What the volume increase means in practice — with ICAEW estimating around 2.7 million taxpayers reporting quarterly by 2028/29
• A straightforward framework for triaging and segmenting clients by readiness and risk
• Reviewing and re-issuing engagement letters across the whole client book
• Practical tips for collecting documents and records from clients ahead of time
• Building workflows that scale without adding hours or headcount

WHO SHOULD ATTEND

Partners, practice owners and managers responsible for planning their firm's response to MTD for Income Tax, as well as compliance and Self-Assessment team leaders who oversee client onboarding, engagement letters and document collection. The session assumes a working awareness of MTD for Income Tax and focuses on practice management and workflow rather than a technical introduction to the rules. It will suit firms of any size expecting their quarterly-filing client numbers to rise sharply from April 2027.

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.