During the recent Start preparing clients for MTD now webinar for AccountingWEB Live, London-based Fusion Accounts founder Jahan Aslam shared the planning and workflow checklist that he had used to manage clients into the Making Tax Digital (MTD) for VAT regime.
Aslam explained that more structured approaches to client filing hold the key to managing them into the next phase of MTD. He had spotted the logistical challenge from the earliest days of MTD and resolved then to move as many of his clients as he could onto MTD-compliant cloud accounting software.
To better manage these clients, Aslam recommended segmenting clients into different groups for attention at different times. Then he structured the MTD workflow into tasks, creating a checklist of steps for his team to complete.
MTD for VAT tasks:
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