How to prioritise client transitions for MTD
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Preparing for MTD - a short video series from AccountingWEB and Sage.
Welcome to this short video guide on how to prepare clients for the extension of Making Tax Digital for VAT, produced in association with Sage.
Join AccountingWEB’s John Stokdyk, Chris Downing from Sage and Sam Mitcham from SJCM Accountancy on how to assess and segment your clients.
NB: This video was recorded before MTD ITSA was put back to April 2024. The message from the presenters remains the same: press ahead with your plans, as the transition is likely to use up all the time that you have!
- How to grade your clients’ readiness for MTD for VAT
- How to prioritise the transition based on need.
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.
Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.