Making Tax Digital compliance is non-negotiable. Make sure your practice and your clients are ready — not scrambling.
Making Tax Digital (MTD) is HMRC's flagship digitisation programme, reshaping how every UK accounting practice operates. MTD for VAT has been mandatory since April 2022, and MTD for Income Tax Self Assessment (ITSA) is the next major milestone.
Practices that thrive under MTD understand the technology, have properly configured software, and have trained their teams to handle MTD workflows confidently. Those that struggle are still using spreadsheets as bridging tools and haven't started preparing for ITSA.
We train on the complete MTD for VAT workflow: digital link requirements, VAT settings configuration (standard, flat rate, cash accounting), running and reviewing returns, handling adjustments, HMRC API submission, and maintaining submission records. Plus common pitfalls — partial exemption, domestic reverse charge, and fuel scale charges.
For clients on spreadsheets or legacy desktop software, bridging tools link existing records to HMRC's MTD API. We train on setup, data import from spreadsheets, validation, and edge cases. Plus a strategy for migrating bridging clients to cloud accounting over time.
Self-employed individuals and landlords above the threshold will need quarterly updates and a final declaration. We train on the requirements, software options, practical workflow implications, capacity planning, and pricing models for the increased workload.
Understanding what constitutes a compliant digital record — and what doesn't — is essential. We cover what must be kept digitally, retention periods, digital link requirements, corrections within digital records, and how to demonstrate compliance.
We walk through the complete submission lifecycle using your actual software: authorisation, return submission, receipt confirmation, failed submission handling, and HMRC error codes.
We audit your practice's current compliance: which clients file via MTD, which use bridging software, which aren't compliant, and how prepared you are for ITSA.
We check VAT settings, HMRC API authorisations, and bridging software configurations across Zoho Books, Xero, QBO, and FreeAgent. We fix issues we find.
Live, hands-on training covering MTD for VAT workflows, bridging software, digital recordkeeping, and MTD for ITSA preparation — tailored to your team and client base.
MTD compliance checklists, VAT submission workflow guides, client communication templates, and a digital recordkeeping policy document.
30 days of post-training support plus summary briefings when significant MTD changes are announced.
Full MTD compliance confidence — documented and defensible when HMRC asks
Avoid penalties and errors with proper VAT workflow training
Get ahead of MTD for ITSA with tested workflows and early preparation
Position as a modern practice that attracts high-value clients
30 days of support plus updates when MTD legislation changes
Book a free MTD readiness call and find out exactly where your practice stands.
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