Walk into April knowing every client is identified, every system is tested, and every deadline is mapped. No scrambling. No surprises. No HMRC penalties.
Identify which clients fall under MTD ITSA, map their VAT and income tax reporting cycles, and flag edge cases (partnerships, trusts, non-residents).
Detailed walkthrough for Xero, Sage, QuickBooks, FreeAgent, IRIS, and Taxfiler. Real-world MTD integration points, API configurations, and common pitfalls.
Submission deadlines, soft-stop dates, penalty windows, and client communication milestones mapped month-by-month through March 2027.
Copy-paste-ready emails to announce MTD, explain deadlines, request quarterly returns, and troubleshoot HMRC integration issues. No wordsmithing required.
Step-by-step screenshots for registering with HMRC as a software provider agent, linking clients, and troubleshooting OAuth handshake failures.
If you're supporting clients with VAT over the £85k threshold or Self Assessment income, MTD ITSA is non-negotiable. This checklist ensures zero clients slip through the cracks before 6 April.
Quarterly returns are now law. This checklist breaks down what your clients need to do, when, and how to communicate the changes without causing panic.
Not sure where to start? The 23 action items act as a readiness diagnostic. Tick them off, and you'll know exactly what's left to do and how long it takes.
Time is running out to get organised. One checklist to get there. Download it now and join practices across the UK that are ready.