MTD for Income Tax: Prepare your clients, protect your practice
AAT Masterclass: Gain a comprehensive understanding of Making Tax Digital with Claire Bartlett
Course Type
Video on demand
Length
1 - 3 hours
What you’ll achieve
- A clear understanding of MTD obligations for sole traders and landlords
- Confidence in advising clients on registration, software, and quarterly updates
- A structured plan for managing MTD workload across your practice
- Insight into HMRC’s current stance and expected practitioner involvement
- Practical steps to support clients through digital adoption
About this course
In the ever-evolving world of tax, keeping up-to-date is crucial. Delivered by Claire Bartlett, director of Arden Bookkeeping, this pre-recorded masterclass dives into how quarterly updates work, what HMRC expects from digital record‑keeping, how mandation thresholds apply, and what exemptions exist. You'll gain a clear understanding of the latest HMRC uptake data, insights into client awareness challenges, and guidance on how you can prepare clients, manage workload, and communicate upcoming changes effectively.
- Finance professionals supporting sole traders and landlords
- Personnel preparing for quarterly submissions
- Practice owners managing workflow and client communication
- Anyone needing a clear, practical overview of MTD ITSA
- AAT members seeking up‑to‑date guidance aligned with HMRC’s current position
Meet the Speaker(s)
Claire Bartlett
Founder & Director of Arden BookkeepingClaire Bartlett
Founder & Director of Arden BookkeepingClaire Bartlett is the Founder & Director of Arden Bookkeeping, an award winning bookkeeping & accounting practice based in the Midlands. Claire is passionate about supporting the bookkeeping community and campaigns tirelessly for the profession to receive the recognition it deserves as a vital resource to the small businesses of the UK.
Read moreOverview
Video on demand |
|
1 - 3 hours |
|
Making Tax Digital (MTD), Tax |
Syllabus
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An overview of MTD for Income Tax: current position, HMRC’s stated benefits, technology changes, and policy intent
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Unpacking mandation timeline & thresholds: £50k / £30k / £20k qualifying income rules and the year‑2 assessment.
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Quarterly updates explained: what must be submitted, how summaries work, and separate submissions for multiple income streams.
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Digital record‑keeping requirements: digital links, spreadsheets, bridging software, and compliant record‑keeping expectations.
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Exemptions & temporary exclusions: automatic exemptions, digital exclusion criteria, SA109/SA107 considerations, and care relief.
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HMRC uptake data: registration numbers, agent vs taxpayer sign‑ups, and HMRC’s expectations for compliance.
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Client communication & practice workflow: approaching conversations, pricing considerations, and managing increased workload.
- Answering common questions: thresholds, digital links, auto‑population at year end, multi‑trade submissions, and more.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.