Making Tax Digital Checklist
Simplify MTD compliance with Remindoo checklist tools. Manage deadlines, automate recurring tax tasks, and keep your accounting firm ready.
Making Tax Digital (MTD) has introduced a more structured and compliance-driven approach to tax reporting for accounting firms. With Remindoo, Making Tax Digital checklist help ensure that every requirement is handled consistently, reducing the risk of missed steps or deadlines.
Identify if Making Tax Digital Impacts the Business
The first step is to determine whether your client is subject to MTD requirements. This depends on factors such as VAT registration and turnover thresholds. Identifying this early ensures that the correct compliance process is followed from the beginning.
Set Up MTD-Compatible Accounting Systems
Using MTD-recognised accounting software is essential for compliance. Firms must ensure that their systems can digitally record and submit tax data as required. This step lays the foundation for a smooth and compliant MTD workflow.
Track and Manage MTD Deadlines
MTD comes with strict submission timelines that must be followed accurately. Keeping track of deadlines for each client ensures that filings are completed on time. Missing deadlines can lead to penalties and affect client trust.
Review and Align Internal Processes
Before fully implementing Making Tax Digital checklist, firms should assess their existing workflows. This includes how data is collected, processed, and submitted. Aligning internal processes with MTD requirements helps avoid inefficiencies and compliance risks.
Communicate with Clients or Accountants
Clear communication is essential during MTD implementation. Whether coordinating with clients or internal accountants, ensuring everyone understands requirements and timelines helps reduce delays and confusion in the process.
Prepare for Future MTD Developments
MTD regulations are expected to evolve. Firms should stay prepared for future updates and changes by maintaining flexible systems and processes. Being proactive ensures long-term compliance and operational stability.
How It Works
Managing Making Tax Digital checklist requirements becomes more structured and reliable when handled within a centralised system like Remindoo .
- Create MTD Compliance as a service and define its frequency based on client requirements.
- Set up tasks, subtasks, and checklists for each stage of the MTD process to ensure structured workflows.
- Assign MTD services to relevant clients based on their compliance needs.
- Allocate team members to each service, ensuring clear responsibility and accountability.
- Configure automated reminders and notifications for clients to submit required information on time.
- Schedule tasks around key MTD deadlines to ensure timely submissions and avoid penalties.
- Send internal reminders to team members as deadlines approach, keeping everyone aligned.
- Monitor overall progress through a centralised system, eliminating the need for manual tracking tools like spreadsheets.
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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
