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Preparing for MTD - a short video series from AccountingWEB and Sage.

This video guide sets out a roadmap for how to prepare your practice and clients for the introduction of MTD for income tax (MTD ITSA) in 2024, produced in association with Sage.

Join Greg Houston from Infinity Partnership as he tells AccountingWEB’s John Stokdyk and Chris Downing about his strategy for segmenting client groups and breaking the MTD ITSA transition project into manageable chunks. The video is packed full of real-life advice and tips that you can apply to your own situation.

The video covers:

Internal process and project management: the detailed info you need to manage the rollout properly, working out targets, resources and planning who's going to do what and when.
How much time and resource is needed to transition different client groups
How to make best use of the time available, starting with client conversations around the 2022 tax season to prime them for how you’ll be working with them over the next two tax years.

This video is the first in a four-part series. You can access all of Sage's MTD resources and support on the Sage MTD Hub (http://www.sage.com/en-gb/making-tax-....