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MTD for Accountants: How to Help Clients Stay Compliant

How Accountants Can Help Clients with MTD Compliance

For many businesses, Making Tax Digital (MTD) still feels like a major hurdle. From April 2026, businesses earning over ยฃ50,000 will need to join MTD.ย 

HMRC estimates that around 864,000 individuals with income over ยฃ50,000 will need to take action.

However, new rules around VAT, income tax and corporation tax are transforming how records are kept and submitted to HMRC.

For firms, this shift is also a big opportunity. MTD for accountants isnโ€™t just about compliance. Itโ€™s a chance to deepen client relationships, offer more value and position your practice as a trusted digital partner.

So how exactly can accountants help clients navigate MTD? Letโ€™s explore.

 

1. Simplify the Complex

Many clients see MTD as confusing. Accountants can bridge that gap by explaining:

    • Who is affected (self-employed, landlords, VAT-registered businesses, companies in future)
    • What records need to be digital
    • When the deadlines apply

By breaking it down clearly, you remove fear and make the path to compliance manageable.

 

2. Recommend the Right Tools

Individuals and businesses often struggle with choosing software. Choosing MTD-compatible software is one of the most important steps in MTD for accountants. You can recommend HMRC-recognised tools that handle digital record-keeping and submissions.

Hereโ€™s how MTD for accountants can address common client concerns:

Client Concern How Accountants Can Help
โ€œI donโ€™t know what software to use.โ€ Recommend MTD-compatible platforms, like Nomi, and set them up.
โ€œI hate paperwork.โ€ย  Show them how automation can log receipts digitally.ย 
โ€œIโ€™m worried about mistakes.โ€ Use software with built-in error checks and audit trails.
โ€œIโ€™m always late with tax.โ€ย  Offer quarterly reviews to meet MTD deadlines.

 

3. Be Proactive

Under MTD, clients must send HMRC quarterly updates, followed by an End of Period Statement (EOPS) and a Final Declaration at year-end. These touchpoints give accountants regular opportunities to:

    • Review records regularly
    • Spot cash flow issues earlier
    • Offer tax planning advice throughout the year

Instead of one big meeting at year-end, MTD compliance can help foster more consistent, value-driven contact.

 

4. Turn Compliance into Advice

With real-time data within digital systems, accountants can go beyond compliance. Use the insight to:

    • Help clients understand profitability
    • Benchmark performance
    • Suggest growth strategies

Going from reporting to advising is where your firm can really stand out.

 

5. Stay Ahead of the Curve

The scope of MTD is expanding, from VAT to MTD for Income Tax in 2026 and, eventually, corporation tax (though HMRC has not yet set a date for this). Firms that adopt digital-first workflows now will be ready to handle whatever HMRC introduces next.

By being proactive, accountants can reassure clients that they wonโ€™t be caught out by future changes.

 

MTD for Accountants Is an Opportunity

MTD for accountants is about much more than ticking compliance boxes. Itโ€™s about helping clients embrace digital tools. It will help ease their admin burden while creating space for more valuable conversations.

Firms that position themselves as MTD experts now will help keep clients compliant. Theyโ€™ll also build stronger, longer-lasting relationships.

Ready to take MTD compliance off your clientsโ€™ worry list? Nomiโ€™s HMRC-recognised software helps accountants streamline digital record-keeping and offer the best service possible to clients.

Book a free demo and see how Nomi can help.

Itโ€™s easy to start using Nomi

Simply register for a free 30-day trial today and a member of our team will be in touch to get you up and running.

โ€œThe best accounting software on the marketโ€

  • Start a free 30-day trial
  • Book a 1-to-1 demonstration
  • Sign up today to explore the integrated features

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