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Practice Rollout Checklist for MTD for Income Tax

Everything a practice needs to move sole trader and landlord clients onto Making Tax Digital, in the order you need it. 55 tick-box checks on 6 A4 pages, sourced to GOV.UK.

Edition 2026-10-26 · Sold by UBL HOLDINGS LTD via Payhip · Instant PDF download

Recommended for practices For accountants & bookkeepers

Accountancy Practice Rollout Checklist

For practices rolling MTD out across a client base, from segmenting clients to the final declaration.

£19One-off · PDF

Page 1 of the Accountancy Practice Rollout Checklist, showing the client segmentation table
  • Segment every client A to E by threshold and start date
  • Exemption screening, and how agents apply
  • Agent authorisations: the ASA, main or supporting agent
  • Software checks before you standardise
  • Per-client onboarding and a quarterly timetable
  • Fees, and the engagement-letter clauses to add
  • Client communications timeline from November 2026
  • Client letter template, intake questions and triage grid
  • 6-page A4 PDF
  • Instant download
  • 55 tick-box checks
Buy the practice checklist · £19

Sold by UBL HOLDINGS LTD via Payhip. Card payment processed by Square.

Sourced from GOV.UK and HMRCEvery date and threshold checked on 26 October 2026, with sources listed in the PDF.
Free updated editionsIf GOV.UK changes a rule we cover, buyers get the new edition by email.
Faulty file? Full refundIf a file is faulty or not as described, we replace it or refund you in full.
Secure card checkoutThrough Payhip, with payments processed by Square. Sold by UBL HOLDINGS LTD (11940647).

Inside: ten sections

  1. 01Segment clients by threshold and start dateFive segments, A to E, with the action for each nowp.1
  2. 02Screen for exemptionsAutomatic exemptions, applications and response timesp.2
  3. 03Agent authorisationsThe agent services account, existing SA codes, agent rolesp.2
  4. 04Choose software for the practiceNine checks before you standardise on a productp.2
  5. 05Client onboarding workflowPer client, in order, from segment to bank feedp.3
  6. 06Quarterly and year-end workflowAn internal timetable worked back from each deadlinep.3
  7. 07Fees and engagement-letter updatesPricing models and nine clauses to add or updatep.4
  8. 08Client communications timelineWho to contact, and when, from November 2026p.4
  9. 09Client letter templateWith five questions for every sole-trader clientp.5
  10. 10Client triage gridOne row per client, ready for your spreadsheetp.5

Who it is for

Accountants and bookkeepers with sole trader and landlord clients over, or close to, the £30,000 threshold that starts on 6 April 2027. If you are advising a single client, the £9 sole trader edition is the shorter version.

Common questions

What format is the Practice Rollout Checklist?

A 6-page A4 PDF with 55 tick-box checks, downloaded straight after payment through Payhip.

Is it up to date?

Edition 2026-10-26, with every date and threshold checked against GOV.UK and sources listed on page 6. Buyers are emailed the updated edition free if a rule we cover changes.

Can I use the client letter template with my clients?

Yes, within your own practice. The checklist may not be resold or republished.

For practices · QuarterClose, from the same team

The checklist gets clients signed up. QuarterClose gets their records in, every quarter.

Four quarterly updates a year means four rounds of chasing receipts. QuarterClose chases each sole trader and landlord client against their own quarter: a note when it opens, a midpoint nudge, then reminders 14 days and 3 days before the 7th.

  • No client login. Clients reply with a photo, a PDF or a voice note.
  • You approve every line. Then export a CSV for Xero, QuickBooks or FreeAgent and file in the software you already use.
  • Free pilot for up to 25 clients. Practice plan £149 a month for up to 50 clients, invoiced by UBL HOLDINGS LTD.
Request a free pilot See how QuarterClose works

QuarterClose is not HMRC-recognised software and does not submit updates. WhatsApp chasing starts once the practice number is approved by Meta; until then reminders go by email.