Making Tax Digital for Income Tax for
Accountants and Bookkeepers
Access practical guidance, client-ready resources, training and tools to help you stay up-to-date.
Identify affected clients, establish efficient processes and stay compliant with confidence.
Stay Up To Date
Keep track of the latest learning, HMRC announcements, deadlines and guidance.
Learning Content
Complete all modules to earn CPD points, plus your digital Sage MTD ready badge.
Webinar Series
A five-part webinar series designed to help firms move from MTD uncertainty to operational control.
Amplify your impact
Practical guides, insights and tools to help your practice navigate MTD, AI and what’s next.
Meet the MTD team at Sage
Stay connected with the people shaping MTD at Sage. Follow product updates, understand what’s coming next, and access the resources that will help your practice prepare clients with confidence.
Chris Downing
MTD Product Marketing
How they can help
Product updates, campaign information and MTD communications.
Lisa Ewens
SDVP Product, Small Business and Accountants
How they can help
Product vision, roadmap and the future
of MTD.
Resource Centre
Hub & Resources
How they can help
Access guides, webinars, release updates and practical support materials.
Build your MTD toolkit – coming soon
Understand MTD requirements
- Review latest HMRC guidance
- Understand key deadlines and quarterly submission requirements
- Understand digital record-keeping requirements
- Familiarise yourself with final declaration obligations
Check which clients are affected
- Review client list against MTD thresholds
- Identify sole traders and landlords likely to be mandated
- Segment clients by readiness level
- Flag complex cases (multiple income sources, property income, joint ownership)
Build your practice processes
- Define quarterly workflow
- Assign responsibilities across the team
- Create submission checklist
- Create client communication templates
- Set reminder schedules
Prepare your technology
- Enable MTD-compatible software
- Set up bank feeds
- Test data flows
- Configure client tasks and reminders
- Build standard reports and dashboards