MTD Lessons Learnt: What We Know So Far (May 26)
Category: Tax | Duration: 1hr | Tag: VODUK2626 | Type: Video | Course Level: Intermediate | Speaker: Sam Mitcham | Date: 05/05/2026 10:00
Course Details
The start of MTD for income tax has been a learning curve for practices, businesses, and advisers alike. In this course, Sam reflects on what the rollout has taught us so far, including navigating HMRC sign-ups, selecting the right software, adapting practice workflows, and understanding how client behaviour is changing. We also explore how these lessons affect staffing, services, pricing, and preparations for the next stages of MTD.
In this session Sam Mitcham covers the following topics:
- What have we learnt: The sign-up process
- What have we learnt: Software choices and digital record keeping
- What have we learnt: Client behaviours and staff training
- What have we learnt: Practice workflows, services and pricing
- What have we learnt: Feedback from clients, staff and HMRC
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.