Sage has recently announced a new Copilot MTD Agent designed to simplify the submission process for agents managing multiple clients.
Why MTD Still Matters
Making Tax Digital (MTD) continues to reshape how businesses and their advisers manage tax compliance. With HMRC’s phased rollout, bookkeepers play a critical role in ensuring clients remain compliant while embracing digital efficiency.
The Latest Update: Sage Copilot MTD Agent
Sage has recently announced a new Copilot MTD Agent designed to simplify the submission process for agents managing multiple clients. This tool allows bookkeepers to:
- Submit VAT returns directly to HMRC on behalf of clients.
- Manage multiple businesses under one agent account.
- Track submission status in real time, reducing the risk of missed deadlines.
This development is a game-changer for practices juggling multiple VAT-registered clients, offering both time savings and peace of mind.
Imagine you manage 25 VAT-registered clients. Previously, you had to log in and out of each client’s account to submit returns – a process that could take hours. With Sage’s MTD Agent, you can now:
- Access all clients from a single dashboard.
- Submit returns in bulk.
- Instantly see which clients are compliant and which need attention.
One early adopter, a small practice in Manchester, reported saving up to 6 hours per VAT quarter using this feature.
Adding Value Beyond Compliance
Consider a client who runs a busy retail business. They’re focused on sales, not tax deadlines. By using Sage’s MTD Agent:
- You ensure their VAT return is submitted on time without chasing them for logins.
- You can provide real-time insights into their cash flow because the data is already digital.
- This positions you as a trusted adviser, not just a compliance processor.
What Does This Mean for Your Practice?
- Efficiency Gains: No more switching between client logins – everything is centralised.
- Compliance Confidence: Built-in checks help ensure submissions meet HMRC requirements.
- Client Value: Faster, more accurate submissions mean you can focus on advisory services.
Top Tips for Success
- Communicate early: Let clients know about the new process and benefits.
- Review deadlines: Ensure all VAT periods are aligned and ready for digital submission.
- Upskill your team: Familiarise staff with the new feature to maximise efficiency.
Looking Ahead
MTD for Income Tax Self Assessment, is on the horizon, and tools like the new Sage Copilot MTD Agent will be essential in preparing for the next phase of digital compliance. Staying ahead now means less disruption later.
Want to learn more? Visit https://www.sage.com/en-gb/making-tax-digital/accountants/ or contact your Sage account manager for guidance.
