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New MTD event series: Last Chance to prepare ahead of MTD for Income Tax!

MTD for Income Tax becomes mandatory in April 2026 for sole traders and landlords with gross income over £50,000 a year - and that’s now just four months away.

Ensure you’re ready to support your clients by joining our CPD-accredited events hosted at EFL stadiums which are central to your communities across the UK, just like you are.
Register for free

Join us at an EFL Stadium near you to gain practical insights and actionable steps ahead of the impending
MTD deadline.

We’re committed to supporting you and other like-minded accountants & bookkeepers in practice throughout your Making Tax Digital (MTD) for Income Tax journey. Which is why we’re going to be on the road when it matters. Providing the valuable information and guidance you need and giving you an opportunity to ask any burning questions you may have before it’s too late.

Locations

Select your closest EFL stadium from the locations below, fill out the short form and secure your space.

26 Nov - Milton Keynes Dons

Stadium MK, Stadium Way West, Milton Keynes, MK1 1ST
Register

27 Nov - Leicester City

King Power Stadium, Filbert Way, Leicester, LE2 7FL
Register

From spreadsheets to stadiums: Sage is in your corner

These events will feature practical guidance directly from Sage experts and local industry experts, plus hands-on practical strategies, including opportunities to see our MTD tools in action. Plus, get an exclusive look at our new Sage Copilot MTD Agent and which will help you to simplify MTD compliance and save you time.

These free CPD accredited sessions are designed specifically for accountants and bookkeepers to:

  • Clarity: Understand the final MTD for Income Tax rules, timelines, and readiness steps.
  • Confidence: See how Sage Accounting, AccountsPrep, and Sage Individual work together for seamless quarterly updates and tax returns.
  • Capability: Learn how to package, price, and communicate your MTD services effectively using automation and templates.
  • Efficiency: Discover the new Sage MTD Agent, your proactive teammate for compliance - tracking client readiness and automating MTD related tasks.
  • Community: Hear from accountants and bookkeepers already preparing their clients, sharing real-world experiences and lessons learned.
Secure your free place

Agenda

Registration and networking (45mins)

  • 09:15
  • Kickstart the day with refreshments and informal networking. Meet Sage experts, explore product demo pods, and see the MTD for Income Tax Agent in action before the sessions begin.

Welcome and housekeeping (10mins)

  • 10:00
  • A warm welcome and scene-set for the day. Learn how Sage is supporting accountants and bookkeepers across the UK in the final four months before MTD for Income Tax becomes mandatory.

The Final Countdown: Where We Are Now (25mins)

  • 10:10
  • Get the latest updates on MTD for Income Tax - from who’s in scope to what’s changed since summer. Understand key deadlines, exemptions, and next steps. See how the MTD Agent can automatically track client readiness and monitor upcoming submissions.

Live Workflow: From Record to Return (with AI Assist) (35mins)

  • 10:35
  • Experience a live end-to-end demo of Sage’s MTD-ready workflow using Sage Accounting, AccountsPrep, and Sage Individual. Watch how Sage Copilot’s MTD Agent identifies missing data, prompts corrections, and simplifies quarterly submissions.

Break (20mins)

  • 11:10
  • Grab a coffee and connect with your peers.

Segment, Plan & Automate: Managing Every Client Type (30mins)

  • 11:30
  • Learn how to segment your client base and plan MTD rollouts by size, type, and digital readiness. Discover how automation and Copilot can help you send targeted prompts and track client engagement in real time.

Reprice with Confidence (30mins)

  • 12:00
  • Build a profitable and sustainable service model for MTD. Explore practical steps to position and price MTD work effectively while maintaining client trust and transparency.

Lunch (60mins)

  • 12:30

MTD in Practice: Panel Discussion (30mins)

  • 13:30
  • Hear directly from accountants and bookkeepers already preparing their clients for MTD for Income Tax. They’ll share what’s worked, lessons learned, and how automation and AI are saving time.

Your MTD Agent: The AI Assistant for Accountants (30mins)

  • 14:00
  • Discover how Sage MTD Agent’s will help you stay one step ahead - tracking readiness, flagging missing data, and ensuring you never miss a submission. See real-world examples of how it simplifies compliance and boosts confidence for firms and clients alike.

Your 100-Day Plan: Countdown to Compliance (20mins)

  • 14:30
  • Walk through the Final Countdown Playbook - four clear phases to success: Review, Re-engage, Reprice, Ready. Each phase comes with checklists, templates, and AI automation ideas to put into practice straight away.

Wrap-Up: One Profession, One Plan (15mins)

  • 14:45
  • Closing reflections and next steps. Reinforce collective readiness — Sage, accountants, and bookkeepers working together for a smooth MTD transition. Leave inspired, informed, and ready for action.

Networking and closing conversations (45mins)

  • 15:00
  • Wind down the day with coffee and informal chats. Meet the Sage team, book your follow-up, and join our MTD support network to stay connected as the countdown continues.

Speakers

Chris Downing

Chris Downing
Director for Accountants and Bookkeeper - Sage

Chris joined Sage 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.

Jack Choppin

Jack Choppin
Senior Accountant Success Manager - Sage

As a Senior Accountant Success Manager at Sage, Jack works alongside accounting businesses to help revolutionise the way that they price their services and engage with their clients. He has 7 years of experience working with accountants, showing them how they can bring confidence and consistency to their sales and compliance processes.

Georgina Timothy

Georgina Timothy
Director Product Management - Sage

Georgina has been at Sage since 2007, working her way through Sales, Learning and Development, and Commercial before finding her true home in Product. She's passionate about listening to our users and building simple but innovative solutions for the everyday problems faced in practice.

Karen Ainley

Karen Ainley
SVP, Accountants - Sage

Karen leads the global product strategy for accounting professionals. With 28+ years in B2B software and a background in accountancy, she champions innovation, automation, and AI to empower accountants and improve client outcomes. Originating from an accountancy background, Karen has returned to her roots with a mission to empower accountants and bookkeepers through innovation.

Danielle Fisher

Danielle Fisher
Product Manager - Sage

Danielle specialises in delivering digital solutions tailored for accountants. With over three years in product management and a background in customer success, Danielle focuses on compliance, client onboarding, and practice and client management. She led the development and launch of the AML solution in 2023 and now oversees the strategic growth of Sage's Client Management suite, empowering accountants with integrated tools for streamlined workflows.

Sean Smith

Sean Smith
Accountant Evangelist - Sage

Sean is a dynamic Platform Evangelist at Sage with a fervour for tech innovation. With 8 years immersed in the field, Sean spearheads advancements in the accounting industry. He excels in streamlining processes, delivering captivating presentations, and leading transformative change initiatives. Sean's mission is to inspire teams to embrace the digital revolution, propelling firms into the future.

Contact us

Please contact us with any questions