Client Onboarding

MTD Client Onboarding: A Checklist for Accountants (2026–27 and 2027–28 Waves)

MTD Client Onboarding: A Checklist for Accountants (2026–27 and 2027–28 Waves)

The first wave of Making Tax Digital for Income Tax is no longer a future deadline — it’s live, and the early numbers show how many clients are behind. This is a practical MTD client onboarding checklist for getting the rest of your book ready for the April 2027 and April 2028 waves before the same scramble repeats itself.

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