Guide

MTD Prep Checklist for Accounting Firms

A quick checklist for accountancy firms to stay organised and compliant while preparing for the big MTD for ITSA launch in April 2026

With less than a year to go, the pressure is on for accountancy firms dealing with deadlines, client expectations, upcoming peak season, and more. This practical checklist will help your firm prepare for MTD for ITSA clearly, confidently, and without chaos.

Whether you’re just starting or halfway through your plan, this guide covers everything you need to get MTD-ready.

This checklist covers:

• How to segment and assess affected clients
• Software, workflow, and training prep
• Tips to scale capacity without hiring
• Client communication must-dos
• Key deadlines, risks, and action steps