Beyond Making Tax Digital deadlines with Rebecca Benneyworth

Making Tax Digital deadlines are on the horizon, and there’s plenty accountants still need to know about MTD for Income Tax.

Bright recently invited tax expert Rebecca Benneyworth to a live webinar where she shared insights about how practices can implement MTD for ITSA.

If you missed the live session, we’ve now made the MTD webinar recording available to watch back, so you can still catch Rebecca’s essential guidance that could transform how you approach this major transition.

Our attendees said…

The countdown to Making Tax Digital (MTD) for income tax has begun. With mandatory quarterly reporting starting in April 2026, accountants and business owners need to prepare now for one of the most significant changes to UK tax compliance in decades.

Digital tax beyond the deadlines

Many practitioners are still struggling to fully grasp the scope of digital tax. The change isn’t just about new Making Tax Digital deadlines and quarterly reporting. Rather, it’s a complete replatforming of income tax onto a modern system.

The current self-assessment system, built in the late 1980s and early 1990s, can no longer cope with today’s tax complexity.

And that technical limitation has created a growing disconnect between different tax systems, which means that Making Tax Digital for Income Tax is a transformation of how accountants handle tax for their self-assessment clients.

New financial reporting obligations under Making Tax Digital

Making Tax Digital for Income Tax creates multiple new financial reporting obligations. Instead of one annual self-assessment return, accountants will need to manage clients’ quarterly submissions, year-end adjustments, and final returns.

The webinar covers exactly who needs to comply, what the new filing obligations look like, and when the digital tax deadlines take effect.

For 2026, businesses with combined self-employment and property income exceeding £50,000 must begin quarterly reporting. This threshold drops to £30,000 in 2027 and £20,000 in 2028.

Keeping MTD for IT-compliant digital records

Implementing MTD for Income Tax compliant digital record keeping is perhaps the biggest challenge ahead for accountants. Many of your accounting clients are likely to keep paper records or basic spreadsheets. That means your team will be asking them to make significant changes to lifelong habits.

And although digital records are key for Making Tax Digital, the truth is that making the change will likely be hard for your practice and clients.

In this MTD for ITSA webinar, Rebecca talks you through various ways to approach the challenge and make things easier. You’ll see how bridging software can help practices manage different client needs without forcing everyone onto expensive solutions.

Learn from real-world MTD clients

Having tested MTD with actual clients, Rebecca shares practical experiences that you won’t find in HMRC guidance. She’s successfully filed quarterly returns and tested different software combinations, providing genuine insights into what works and what doesn’t.

Her testing reveals important details about system integration, client sign-up processes, and how different business structures affect MTD compliance. These real-world examples help bridge the gap between theory and practice.

Making Tax Digital questions answered

The webinar recording includes over 70 questions from the audience of UK accountants, which Rebecca answers, covering everything from joint property ownership to partnership exemptions.

You’ll gain plenty of insights from the Making Tax Digital questions answered, plus practical workflow examples, software recommendations, and guidance on client communication strategies.

For practices preparing for MTD, this recording offers actionable insights that could save months of trial and error.

MTD implementation cannot be left until 2026. Watch back the full Making Tax Digital for Income Tax webinar with Rebecca Benneyworth for a clear overview of what’s ahead and a plan to handle the upcoming work with confidence.

You’ll get:

• A clear and honest explanation of MTD from a trusted UK accountant

• The ‘Three-List Approach’ to create your roadmap

• Answers to over 70 audience questions from accountants and bookkeepers