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The accountant’s guide to getting MTD sorted

Support all clients and prepare your practice with MTD for ITSA software for accountants and bookkeepers. Join the live webinar and download the guide to learn more about our new Sage Accounting tier and our new partnership with Hammock.

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

MTD for ITSA: Why accountants and bookkeepers need to act now

Making Tax Digital ITSA is replacing how Income Tax Self Assessment works for self-employed business owners and landlords from April 2024. Accountants and bookkeepers need to act now to create a success plan for clients and their practices. 

  • Start preparing with one handy guide: Not sure where to start? This infographic gives you all the information you need to understand MTD for ITSA and help your customers thrive.
  • Get prepared with a free MTD guide: Get ready for MTD for ITSA with your guide to MTD for ITSA success. 

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.

  • 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. 

April 2023

MTD for VAT

Now applies to all VAT-registered businesses.
April 2024

MTD for ITSA

MTD for ITSA will be mandated for sole traders and landlords. 

  • Late submission penalty reform 
  • Applies to ITSA sole traders and landlords from 6 April 2024.
April 2025

MTD for ITSA partnerships

General partnerships will need to comply with MTD for ITSA.

  • Late submission penalty reform 
  • Applies to all other ITSA clients from 6 April 2025.
April 2026

MTD for Corporation Tax mandated

Corporate entities need to meet MTD for Corporation Tax requirements. 

Get ready with Sage

MTD software for accountants

Stay compliant with software that’s recognised by HMRC as MTD for ITSA compatible and support clients with accounting and tax subscriptions.

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

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