Simplifying MTD for clients: Tips for accountants

Helping clients adapt to Making Tax Digital for Income Tax doesn't need to be a struggle. In this guide, Eriona Bajrakurtaj, CEO of Majors Accounts, shares her real-world approach to easing the transition - starting with empathy, clear communication, and segmenting clients based on their comfort with technology. 

From simple scripts that help explain the mandate to step-by-step onboarding for tech-averse clients, this guide will help you build trust and keep clients engaged.

It also explores how regular touchpoints can turn MTD from a compliance burden into a deeper advisory relationship. By focusing on the long-term benefits such as real-time insights, tax planning opportunities, and stronger client relationships, firms can use MTD as a catalyst for growth and efficiency, not just another deadline.

Download the guide to get practical tips for leading clients through the MTD transition with confidence.

This article discusses the work of independent businesses preparing for MTD ITSA. The views and services mentioned are not formally endorsed by QuickBooks.