MTD for Income Tax: Your First Quarterly Update roadmap

MTD for Income Tax: The Complete Legislation and Rules Briefing (Available on-demand)

MTD for Income Tax is one of the most significant compliance changes to affect accountants and bookkeepers in recent years. With the first quarterly update deadline approaching, firms need to be confident not only in the headline rules, but in the practical detail behind them.

In this session, we’ll provide a complete briefing on the legislation and requirements, including who is in scope, what digital record-keeping means in practice, how quarterly updates work, how the MTD Tax Return fits into the process, and what the penalty soft landing does (and does not) mean.

You’ll learn:

• Who is in scope for MTD for Income Tax and how qualifying income is assessed
• What clients need to do from the start of their MTD obligation
• What quarterly updates are (and what they are not)
• How the MTD Tax Return replaces the current Self Assessment finalisation process
• What the 2026/27 soft landing means, and why firms still need to act
• The key client misconceptions accountants and bookkeepers should be ready to address

This session is designed to give you the confidence to explain the rules clearly to clients, answer common questions, and understand what needs to happen before the first quarterly update deadline.

The Ultimate Readiness Plan (Available on-demand)

Understanding the rules is only the first step. To manage MTD successfully, firms need a clear client plan, a practical internal process, and a way to prioritise action before the first quarterly update deadline.

In this session, we’ll explore how you can assess client readiness, segment your client base, identify who needs urgent attention, and build a manageable plan of action. We’ll look at how to move beyond broad MTD awareness and into practical delivery, from sign-up status and record-keeping habits to software choice, client communication and team capacity.

You’ll learn:

• How to assess where your clients are on their MTD journey
• How to segment clients by readiness, risk and effort required
• Which clients to prioritise before the first quarterly update deadline
• How to manage clients who are not signed up, not responding, or not keeping records digitally
• How to build a practical client tracker and internal workflow
• What communications clients need before and after the first deadline
• How to prepare your team for exceptions, questions and follow-up work

This session will help you create a structured MTD plan that reduces pressure, supports clients more effectively, and helps avoid last-minute deadline chaos.

Your MTD Toolkit: Matching the Right Sage Solution to the Right Client (Available on-demand)

Not every MTD client will need the same approach. Some will be simple sole traders, some will be landlords and some will already be using software. Others may still rely on spreadsheets, paper records, or irregular bookkeeping habits.

In this practical session, we’ll explore how to match the right Sage solution to the right client type. We’ll look at how different tools can support digital record-keeping, data capture, quarterly update preparation, client collaboration, the MTD Tax Return and practice efficiency.

You’ll learn:

• What Sage tools are available to support MTD for Income Tax
• How to match solutions to different client types and complexity levels
• Where automation, bank feeds and data capture can reduce manual work
• How to think about client behaviour, record quality, review effort and year-end finalisation
• How the right toolkit can help your practice create a more scalable MTD service

Rather than simply looking at software features, this session will focus on the practical question firms are asking: which tool should I use for which client, and how should that fit into the way we deliver MTD services from digital record-keeping through to quarterly updates and the final MTD Tax Return?

Pricing MTD for Income Tax (Available on-demand)

MTD for Income Tax does not just change how work is delivered. It changes the frequency, structure and value of the service accountants and bookkeepers provide.

In this session, we’ll explore how to review and reshape your pricing approach for MTD. We’ll look at how quarterly updates, digital record-keeping, client support, review work and year-end finalisation all affect the scope of service and what that means for pricing, profitability and client communication.

You’ll learn:

• How MTD changes the nature and frequency of client work
• Why firms need to review scope before reviewing price
• How to identify the different service components created by MTD
• How to price based on client complexity, behaviour and support needs
• How to move from annual pricing habits to more sustainable monthly billing
• How to communicate pricing changes clearly and confidently to clients
• How to reduce scope creep and protect profitability through clearer engagement terms

This session will help you move beyond simply absorbing MTD into existing fees and instead build a pricing model that reflects the work involved, protects margins, and gives clients clarity about what is included.

Sage MTD Agent in Action: Managing MTD Clients at Scale (Available on-demand)

As the number of MTD clients grows, firms will need more than spreadsheets, manual reminders and individual task lists. You'll need a way to stay organised, track client progress, monitor obligations and manage MTD work across the practice.

In this session, we’ll show how the Sage MTD Agent can help you take control of your MTD workflow. We’ll explore how it supports client segmentation, task management, reminders, document chasing and deadline visibility, helping practices move from reactive admin to a more structured and scalable way of working.

You’ll learn:

• What the Sage MTD Agent is and how it supports the MTD workflow
• How it helps firms organise and manage MTD clients at scale
• How to track client readiness, tasks and obligations
• How reminders and document chasing can reduce manual admin
• How to spot potential filing issues before they become deadline problems
• How to use MTD Agent as part of a scalable MTD service model

This practical session is designed to show how Sage MTD Agent fits into the wider MTD journey and how it can help you manage clients more efficiently before the first quarterly update deadline and beyond.