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As a bookkeeper, you’re at the centre of change. Making Tax Digital for Income Tax (MTD IT) isn’t just a compliance requirement - it’s a chance to strengthen your relationships, add more value, and create smoother, more efficient ways of working.
In this session with Dext, we’ll look at how tools like Dext Solo can make MTD IT simple, cost-effective, and a real opportunity for your practice. You’ll hear how other bookkeepers are approaching it, pick up practical tips for getting started, and see how quarterly submissions can become a straightforward, stress-free part of your service.
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What You’ll Learn:
1. Rethinking MTD IT
• Why it’s often perceived as a compliance burden.
• How bookkeepers can reframe it as a strategic opportunity for client engagement and confidence-building.
2. Partner Success Story
• Hear from a fellow partner already set up with MTD IT.
• Lessons learned: what they’d do differently, challenges faced, and the real benefits they’ve unlocked.
3. Getting Started in Your Practice
• Who should take ownership - bookkeepers or tax teams - and how to collaborate effectively.
• Practical checklist for setup and onboarding that balances costs with long-term value.
4. Optimising Your Workflow
• Aligning MTD IT with your current client processes without unnecessary disruption.
• Where automation and scheduling support consistency (not just time savings).
• Building team buy-in by showing how MTD IT makes their role easier and more rewarding.
5. The Quarterly Submission Surprise
• Why many bookkeepers discover submissions are less stressful than expected.
• Best practices to stay organised, confident, and proactive.
6. Q&A and Action Planning
• Address your practice’s specific concerns and challenges.
• Clear next steps: how to use Dext Solo for cost-effective MTD success and long-term ROI.
