Bookkeeping 2026 - MTD: The Final Countdown
Category: Tax | Date: 21/01/2026 10:00 | Duration: 1hr | Tag: WEBUKBK2601 | Type: Webinar | Speaker: Sam Mitcham| Course level: Intermediate
Course Details
With April 2026 fast approaching, this session marks the moment to turn preparation into action. Sam will guide you through the essential steps required to ensure clients, systems, and workflows are fully ready for MTD for Income Tax. Sam will unpack what the penalty point soft landing from April 2026 really means in practice, why it offers breathing room, but not immunity, and how poor habits in year one will only store up risk for later. Sam will also discuss other changes on the horizon in April 2027, when payrolling Benefits in Kind and Companies House reform arrive, creating a second wave of compliance pressure.
In this session Sam Mitcham will cover the following topics:
- Client Segmentation & Digital Readiness
- Quarterly Update Workflows & Record-Keeping Standards
- Pricing & Packaging for MTD Services
- Penalty Points: What the April 2026 Soft Landing Really Means
- Preparing for 2027: BIK Payrolling & Companies House Reform
MTD for self-assessment from April 2026, and the other changes coming in April 2027 are set to compound workload across the profession. This session will guide you in getting clients organised, segmented, priced correctly, and into robust digital routines. This is a practical, forward-looking session designed to help firms take control of the final stretch.
This session will be of most interest to accountants, tax advisors, bookkeepers and business owners.
Course Level: Intermediate / Need to Know
CPD Course Speaker
SJCM Accountancy
Sam Mitcham
Samantha formed SJCM Accountancy in 2019 having spent over 13 years employed in practice.
As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.
Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.
As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.
Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.