Course Details

With MTD for Income Tax moving from quarterly updates towards the first MTD tax return, accountants and tax advisers need to understand what happens next and how to prepare both their practice and clients. This practical session will look beyond the quarterly submissions, exploring the year end process, tax adjustments and preparation of the MTD tax return.


In this session Sam Mitcham will cover the following topics:

  • From Quarterly Updates to the MTD Tax Return
  • The Year End Process and Tax Adjustments
  • Preparing the MTD Tax Return 
  • Client Communication and Expectations
  • Getting Your Practice Ready for the First MTD Tax Return


By joining this session, attendees will gain a clearer understanding of the process, identify potential issues early and be better equipped to deliver an efficient and valuable service to clients.


This session will be of interest to accountants, tax advisors and bookkeepers.


Course level: Intermediate / Need to know

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.