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What you need to know about essential 2025 compliance milestones

Join our industry expert guests as they discuss vital topics including Self Assessment, Making Tax Digital (MTD) for Income Tax and the Autumn 2024 budget. In this 60-minute on-demand webinar, you will learn valuable insights and best practice tips and tricks for you and your clients at a time that suits you.

On-demand webinar: Self Assessment, the recent budget and Making Tax Digital (MTD) for Income Tax

Join Sage’s Director of Product Marketing  for Accountants and Bookkeepers Chris Downing and his guests, accountant Sam Mitcham and bookkeeper Natasha Everard, as they take a look at the compliance landscape as we transition into 2025—with special attention to a successful Self Assessment season and transitioning to Making Tax Digital for Income Tax.

  • Where to start on your MTD for Income Tax journey—what the new rules are, and what they mean for clients. 
  • Strategies for effective client communication to get what you need promptly.
  • Ways to manage resources, time, and teams to keep everyone satisfied during the Self Assessment season.
  • Strategies for effective client communication across 2025 with regard to compliance requirements.
  • The top technology for eliminating the hassle of client data retrieval and to ensure smooth, consistent and high-quality data flows. 
  • A deep dive into Autumn budget announcements, and what they mean.

Meet our industry expert speakers

Learn more about industry expert speakers, who will be discussing all things Self Assessment: 
Director for Accountants and Bookkeepers, Sage
 Chris Downing

Chris Downing

As the Director of Product Marketing for Accountants at Sage, Chris describes himself as working in technology by trade but being an accountant at heart. He brings a vast understanding of accounting challenges and best practices, having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

Bewitching Bookkeeping Services
 Natasha Everard

Natasha Everard

Natasha Everard is a passionate bookkeeper with a deep love for helping others. Her journey in the field began with a Modern Apprenticeship back in 1997. Since then, she’s been on a mission to learn and evolve. She believes in supporting others and these principles guide every aspect of her work. She’s a firm advocate for striving to make a positive impact in her community, and beyond. When Natasha is not bookkeeping or supporting others you can find her watching Motobike racing. She lives and breathes MotoGP, World Superbikes and British Superbikes!

SJCM Accountancy
 Sam Mitcham
Sam Mitcham

Sam, an AAT licensed accountant, formed SJCM Accountancy in 2019 having spent 13 years employed in practice. SJCM Accountancy focus on balancing the use of modern technology with the importance of humanity. Sam thrives on helping small business owners better understand their numbers, be ahead of compliance and perform at their best. Sam also enjoys giving back to the accountancy profession and can often be found online, or on stage, sharing her personal experiences of running a business.

Easier Making Tax Digital for Income Tax and Self Assessment

Featuring Sage Accounting for collaboration with clients, and full MTD compatibility, all Sage for Accountants plans equip your practice with essential software for end-to-end client servicing. Efficiently navigate the Self Assessment season and provide clients with valuable service they will appreciate. And with plans starting at zero cost, there’s no reason not to sign-up.

Final Accounts and Tax

The key tool relied upon by accountants and bookkeepers for personal and corporation tax compliance.

Data entry and automation

Got a year's worth of invoices, receipts, and bank or credit card statements to input? AutoEntry automates data entry and publishes straight to cloud accounting, saving time and effort.

Client Management

Track work being done for clients across your practice, and track client details—no matter if they use Sage, Xero or QBO at their ledger.

Client onboarding

New client turned up at the last minute requesting help? Use GoProposal for client engagement, KYC and AML, as well as pricing correctly for what they require,

Artificial intelligence

Join the Sage Copilot early access programme. Let Copilot notify you of outstanding Self Assessment clients, plus write the emails for you to send. It’s the assistant you always wanted.

Scales with your practice

Sage for Accountants grows with your practice as you take on more clients, with a variety of plans for practices of all sizes, alongside flex pricing options.

HMRC approved and ready for MTD

Sage Accounting is ready for MTD for VAT and also MTD for Income Tax, for those wishing to upgrade their clients ahead of mandation in 2026.

Cloud accounting

Includes Sage Accounting Plus license for your own practice, and amazing discounts on Accounting and Payroll for your clients.

Staying on top of Making Tax Digital for Income Tax and Self Assessment

The Practice of Now report by Sage, which surveyed 1000 accounting professionals, highlighted issues of overwork: 86% of those surveyed reported experiencing burnout.

Listen to Chris Downing and Sam Mitcham share their advice on managing the workload during peak periods like Self Assessment, and how technology can help ease the burden. 

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