STRATEGY 2
Evaluating
your client base
for MTD
A SimpleStep® guide to client evaluation in advance of MTD for ITSA
There’s no getting away from it. As MTD for ITSA approaches, you’ll need to separate your clients into several groups and have a plan for each.
- Identifying which clients fall under MTD and when
- Which clients are going to make your life a misery and what to do about them
- Leveraging technology to give you the numbers you need
- Keeping your data up to date
- The pros and cons of being a specialist in the MTD-era
Presenters
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Product Compliance Director, TaxCalc.
Watch the webinar
Don’t let the client evaluation phase of your journey to MTD readiness derail your journey.
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Evaluating
your client base for MTD
Join our webinar
Zee Razaq ACMA CGMA
Managing Director, Certax Accounting
(St Albans District).
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MTD Readiness webinar series
What’s more, it’s likely to take a considerable time to do this effectively. So the sooner you can make a start, the easier it is likely to be.
Client evaluation was the second strategy we outlined in the SimpleStep Guide to MTD Readiness – and in this webinar, we’re joined by Zee Razaq ACMA CGMA, to walk you through.
Topics covered include
MTD Readiness series
Define your technology
requirements for MTD
As always, we’ll be approaching the subject in an easy to understand and accessible way and will answer as many questions from the audience as we can.
