MTD Essentials — Getting everyone on the same page

Making Tax Digital is no longer a distant change. It’s happening now, and firms are under pressure to move from understanding the rules to delivering them in practice. This session is designed to close that gap.

Whether you're still building your MTD knowledge or already planning how to handle submissions at scale, we’ll take you from fundamentals through to real, working journeys. You’ll leave with clarity on what needs to happen, confidence in how to approach different client scenarios, and practical steps you can apply straight away.

Part 1: MTD Essentials — Getting Everyone on the Same Page

MTD knowledge varies across the industry, and that’s completely normal. This section brings everyone to a clear, consistent baseline so you can move forward with confidence.

In this section, we’ll cover:

• Who’s in, who’s out — mandation thresholds and exemptions, explained simply
• How to segment your client base for MTD readiness
• The key setup steps — what good looks like from day one
• Common blockers and lessons learned — what we’re seeing in practice and how to handle it

Part 2: The End of Year Submission Journey — Every Route, Explained

This is where MTD becomes real.

No two clients are the same, which is why flexibility matters. We’ll walk through every submission route available so you can choose the right approach for each client with confidence.

We’ll cover:

• Quarterly submissions via bookkeeping solutions such as Dext and KashFlow
• Importing data into IRIS Accounts Production for end of year
• Working from Excel spreadsheets — still a valid and widely used route
• The full IRIS end of year process, step by step

Q&A — Bring Your Questions

Whether it’s a quick clarification or a complex scenario, bring your questions. We’ll answer them live so you leave with the answers you need.

Speakers: