MTD for Income Tax Self Assessment

Wednesday 13th November 2024


3 CPD Hours

120 Days Access

Course outline

Making Tax Digital has suffered from significant delays, but this has provided the opportunity for HMRC to revisit some policy areas and make changes intended to smooth the introduction of the new regime – now starting in 2026 for some businesses. This course will bring you up to date with all of the changes and prepare you to put clients into Beta testing to test your own processes before mandation.

Course content 

  • MTD for income tax – the detailed requirements of the Regulations which were updated in early 2024; the context from the primary legislation and late amendments to this
  • MTD for ITSA in practice – the bare bones of the requirements; how what we do now will be different
  • Technical detail – digital start date; phasing of mandation; the income threshold and how it works; quarterly updates; finalising the tax year; how many obligations are there?
  • Implementing MTD – digital record keeping requirements; getting away with the minimum; issues for landlords; joint property owners; digital exclusion
  • Penalties for failure to comply – what will they look like? Proposed commencement dates; how will they work in detail?
  • Joining the pilot – When? Who? Why?

Course speaker

This course is presented by: Rebecca Benneyworth

Rebecca is a lecturer, writer and consultant on a wide variety of taxes. She lectures extensively to accountants and business people and also to HMRC and the Treasury. Rebecca is well known for her down-to-earth approach to tax and her ability to make the subject matter both clear and interesting, and she was named Best Tax Lecturer at the Taxation awards in 2007. She also has an interest in all issues affecting smaller practices and has her own small accountancy practice based in Gloucestershire. Rebecca has also been Chair of the ICAEW Tax Faculty.

How long is this course?

One day – from 9.30am - 12:30pm

Course location and cost

Our high-quality programmes are delivered virtually and face-to-face for your convenience.


Non-members - £145 + VAT

Online members - £108 + VAT

Full members – FREE


Live via webcast

Non-members - £145 + VAT

Online members - FREE

Full members – FREE

If you would like to find out about accessing cost-effective training for you and your team through our membership programme, you can learn more here.

Recording of live sessions: A recording will be available 2-3 days after the course and will automatically be sent to those who attended the live online webcast.  The recording will also be available upon request for venue attendees.