Start by pinpointing which clients will need to comply with MTD IT. Self-employed individuals and landlords are your immediate priorities. Look at their income tax returns for the 2024/25 tax year to determine if they’ll be required to comply starting April 2026.

If your clients are still using manual methods, now is the time to guide them toward digital solutions. Let them know this isn’t just about compliance – digital systems make everyone’s lives easier.

Choosing HMRC-approved software that suits your clients’ needs is crucial. We’ll provide guidance and training on the best options available, so you can feel confident recommending and implementing solutions.

MTD is evolving, and more changes may come. ICB will keep you updated on what’s happening and help you adjust your approach as needed. Watch our for regular webinars, guides and talks from the team. 

ICB and Xero have partnered to support bookkeepers in preparing for Making Tax Digital for Income Tax (MTD IT). Through webinars, toolkits, and a new product - Xero Simple - they aim to equip bookkeepers with the resources needed to guide clients confidently. This collaboration highlights bookkeepers’ vital role in the MTD transition and ensures they’re ready to meet growing demand with trusted, tech-enabled services.