MTD ITSA for Accountants: Step by Step Guide to Get Your Clients Ready!

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In today’s video, we’re diving into a crucial update for accountants:
MTD ITSA for Accountants: Step-by-Step Guide to Get Your Clients Ready.”

Whether you're a sole practitioner or part of a growing accounting firm, Making Tax Digital (MTD) for Income Tax Self Assessment (ITSA) is a major change — and it’s coming fast. With phased deadlines starting from April 2026, this video is your practical roadmap to getting ahead of compliance and supporting your clients with clarity and confidence.

Download the FREE MTD ITSA Checklist for Accountants here: https://gracecertifiedaccountants.co....

Here’s what we cover in this video:
✅ Key MTD ITSA deadlines you MUST know (2026, 2027, 2028)
✅ Step-by-step walkthrough of the 7 critical actions accountants should take
✅ How to segment your client base based on income threshold
✅ Updating engagement letters and defining new responsibilities
✅ Choosing MTD-compatible software
✅ Setting up your Agent Services Account (ASA)
✅ How to sign clients up for MTD the right way
✅ Using Self Assessment Services (SAS) to monitor client submissions
✅ Complying with quarterly updates and final declarations
✅ BONUS: Free downloadable checklist included to guide your firm step-by-step

Key highlights from this video:
🗂 Segmenting clients based on their business type and 2024/25 turnover
📑 Revising engagement letters to reflect new MTD responsibilities
💻 Finding the right MTD-compatible software tools from HMRC's list
🔐 Setting up and using your Agent Services Account (ASA) effectively
🔁 Ensuring clients stay compliant with quarterly updates and final declarations
📅 Deadlines by income band: £50k+, £30k+, and £20k+ in upcoming phases
✅ Everything you do as an agent is tax-deductible and adds value to your practice

Call to Action:
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👉 Leave a comment below if you have questions or would like us to send you the MTD checklist
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