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The first MTD for Income Tax quarterly update is behind us - but what did we actually learn from it?
This practical session from Sage eflects on the realities of Quarter One: what worked, what caused problems, where HMRC and software created friction, and how client behaviour affected the process.
We’ll explore the lessons bookkeepers can take from the first quarterly update, including digital record keeping, client readiness, software choices, workflow, chasing information and managing submissions at scale.
Most importantly, we’ll look ahead. What should you change before Quarter Two? How can you make the process more repeatable and efficient? And what should the experience of the first quarter tell us about preparing clients who will enter MTD in future years?
This is an opportunity to learn from the first real MTD deadline, adapt your approach and make the quarters ahead easier for both you and your clients.
Book your free place here
