Course Details

The first quarterly submission deadline has passed, but the MTD journey doesn't end there. Join us as we reflect on the lessons learned from the first submission before exploring what comes next, from staying on track with quarterly updates to preparing for the first MTD tax return. We cover the key steps, end of year adjustments and practical considerations to help you confidently support clients throughout their first year of Making Tax Digital for Income Tax.


In this session Sam Mitcham covers the following topics:

  • Lessons Learned from the First Quarterly Submission 
  • Keeping on Track: Managing Your Quarterly Updates 
  • Preparing for Your First MTD Tax Return 
  • Finalising Your Figures: End of Year Adjustments 
  • Your First MTD Tax Return: Confidently Crossing the Finish Line

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CPD Course Speaker

SJCM Accountancy

Sam Mitcham

Sam is the founder of SJCM Accountancy, a modern accountancy firm focused on Balancing Technology with Humanity.

Sam is an AAT Licensed Accountant with 20 years' experience and is passionate about helping small business owners embrace technology, understand their numbers, and make informed decisions.

Sam is a passionate advocate for the accountancy profession who regularly speaks at conferences as well as hosting webinars, sharing practical insights and real-world experience with fellow accountants.