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The accountant’s guide to MTD

Find out everything you need to know about the MTD ITSA delay with this one-hour on demand webinar and Q&A.

Register for webinarRead about the ITSA delay

Not working at an accountancy or bookkeeping practice? Go to our MTD hub

How Making Tax Digital for ITSA will affect you

Both you and your clients need to use MTD-compliant software to submit tax returns and store digital records. While this brings challenges across workflows for accountants and bookkeepers, by using Sage Accounting, you can easily meet key requirements to prepare in time for the new deadline. 

  • Go digital: Keep digital records for all income and expenses in one place
  • Send periodic updates: Send a summary of income and expenses to HMRC every quarter for each source of business income
  • Declare annual income: Send an End of Period Statement (EOPS) for each source of business income and submit a Final Declaration (FD) to complete your client’s Self Assessment 

Sage Accounting is available through Sage for Accountants – our platform for managing both client and practice Sage subscriptions which is recognised by HMRC as MTD for ITSA compatible. 

Register for MTD webinarExplore Sage for Accountants
April 2022

MTD for VAT

Now applies to all VAT-registered businesses.
April 2026

MTD for Corporation Tax mandated

Corporate entities need to meet MTD for Corporation Tax requirements. 
April 2026

MTD for ITSA

MTD for ITSA will be mandated for sole traders and landlords with an income of more than £50,000. 

  • Late submission penalty reform 
  • Applies to ITSA sole traders and landlords from 6 April 2026.
APRIL 2027

MTD for ITSA

MTD for ITSA will be mandated for sole traders and landlords with an income of between £30,000 and £50,000.

  • Late submission penalty reform
  • Applies to ITSA sole traders and landlords from 6 April 2027.

Get ready with Sage

MTD software for accountants

Start the process to stay compliant with Making Tax Digital software and support clients with accounting and tax subscriptions.
Book Sage for Accountants demo

Educate your clients

As part of Sage for Accountants, get complimentary expert MTD advice.

  • Meet your goals with free resources including a 4-step success plan and MTD webinars to help you get started
  • Access free online training and support from a community of experts with Sage Membership
Explore Sage Membership

Group your clients

Add and edit custom or pre-set tags to group clients using Client Management – complimentary with Sage for Accountants.

  • Tag clients that are affected by different MTD deadlines so that it’s easy to see which tasks you need to carry out
  • View all clients in one clear list to get organised
Explore Client Management