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Build your MTD plan with confidence

Get the support and tools you need to confidently navigate the MTD for Income Tax transition. Book a personal MTD consultation with a sage expert today.

Learn what’s included
Book your personalised MTD consultation

Why should I book an MTD consultation?

We understand that compliance changes can sometimes feel overwhelming, and it might be hard to know where to start. That’s where our experts can help. In this valuable call, one of our dedicated Practice Success Managers will help you to:
  • Get clear on what you need to do: Understand how the latest legislation impacts your practice and clients.
  • Support with how to segment and engage your clients: Discover how Sage can support every client through this transition with expert advice on client and engagement strategies.
  • Leverage our experts who support practices like yours every day: Benefit from our Practice Efficiency Reviews to discuss your MTD requirements and wider practice objective. Review and redefine workflows and processes that support your way of working.
Don't miss out on this opportunity to get ahead of MTD for Income Tax mandation from April 2026.

Get tax done your way

Whether you will be doing most of the work for your clients, or you will be doing it together - we have plans to support every client, relationship, and workflow.

Solution for clients who do some of the work with you:

Easy to use Sage Accounting has a digital record – keeping plan to suit every type of client, from simple to complex, with price points to match. No more manual data entry with live bank feeds and built in receipt and document capture, allowing your clients to focus on doing the business and not doing the books. Now AI – powered thanks to Copilot, perfect for clients looking to save time and collaborate with you from anywhere.

“It’s like having an extra hand. It saves time and boosts efficiency. I wish all my clients had it too!” - Carrianne, Director, Pope Accountancy Serviced LTD

Learn more about Sage Accounting

Solutions to suit clients you do all the work for:

Prepare accounts quickly for clients with no ledger.

If you want to quickly prepare digital records and accounts for clients with no ledger, you can choose AutoEntry AccountsPrep to transition from spreadsheets for streamlined tax work.

"With AccountsPrep I can do 500 transactions in about 30 minutes. And that's not even rushing! Previously that would've taken me up to four hours." - Lee Coombes, Head of Accountancy and Tax | Lee Coombes Accountancy Digital

Learn more about AccountsPrep

Prepare accounts efficiently for more complex clients.

Choose Sage Accounting with AutoEntry for clients with more detailed records or complex trading behaviours, automating manual records, categorisation, and more. Automate workflows and processes from capture through to tax for time savings and productivity.

See for yourself how Sage Accounting works with AutoEntry

Donna Hannaby

Accural World Accounting Solutions

"If I wasn't using Sage Accounting and AutoEntry. I'd be spending a lot more time sat at my desk."

Extra support, the way you need it.

We have a wealth of options to access expert support and tools to help your practice prepare for Making Tax Digital.

Live Webinars

Join our upcoming live webinar on 26 February at 1pm to learn how to build your 100 day MTD plan. 
Register now

MTD for Income Tax Events

Join us at a location near you to build you MTD for Income Tax plan with Sage at our free CPD accredited events. 
View dates and locations

Resources and Support

Access our latest recourses and support including On-Demand webinars, our MTD for Income Tax guide and latest blogs.
Access recourses