Deadlines · Updated 24 September 2026

Making Tax Digital for Income Tax: Practice Checklist

A practical MTD for Income Tax (ITSA) checklist for UK accounting firms: identify affected clients, choose software, plan quarterly workflows.

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Key takeaways

MTD for Income Tax applies from 6 April 2026 to qualifying income over £50,000.
Quarterly updates turn one annual job into five touchpoints.
Segment clients by threshold now and plan capacity.

Who is affected and when

Sole traders and landlords with qualifying income over £50,000 joined from 6 April 2026, over £30,000 from April 2027 and over £20,000 from April 2028. Check GOV.UK for current rules and exemptions.

Practice checklist

List every Self Assessment client with self-employment or property income
Tag each by threshold and start year
Agree compatible record-keeping software with each client
Update engagement letters and fees for quarterly work
Set up quarterly services with reminders before each deadline
Plan team capacity for 7 August, 7 November, 7 February and 7 May

Managing the extra workload

Quarterly updates multiply touchpoints. Recurring service templates and automated client reminders in Remindoo keep the extra work organised. Filing itself is done through MTD-compatible software.

Next step: Deadline tracking software →

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Frequently asked questions

Does Remindoo submit MTD updates?

No. Remindoo manages the workflow, deadlines and client reminders; submissions are made through MTD-compatible software.

Waqas Sagar

Chartered accountant and Remindoo co-founder · Last updated 24 September 2026

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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.

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Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

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