Your action plan for MTD for IT success

MTD for Income Tax is coming fast, and preparation is key. Waiting could leave you behind. And whether you've started or not, our step-by-step action plan gives you the clarity and confidence to change the way you see MTD.

Why there’s no time to wait

Onboarding one client can take up to half a day. Across 200, that’s 100 working days—time that can vanish with daily demands and deadlines. Act now to avoid last-minute scrambles, prepare your practice, and show clients you’re ready.

Download MTD for IT action plan
Download MTD for Income Tax action plan

The time to get ready for MTD is now

Time is short, but with the right plan, you’ll be ready. Our action plan gives you what you need to make every step achievable.

  1. Practice deployment plan

    A clear map of every phase, key tasks, and practical tips so you know exactly what to do and when.

  2. Deployment timeline

    A practical roadmap to July 2026, built around busy tax periods and the demands of client onboarding.

  3. Step-by-step guidance

    MTD for IT resources and support—from webinars to guides and migration help – all at no extra cost.

Download action plan

Start preparing your practice today with the MTD for IT action plan.

ljgfhfgil

Waiting until later in the year is risky, especially for clients who don’t already use digital bookkeeping and need extra support.

Lorna Small, Accountant at Pennine Accounting Limited

Resources

Be the expert with Xero’s free MTD tools—segmentation, webinars and migration support to get your practice and clients ready.

  • MTD for IT toolkit

    Hands-on resources to help you prepare, price, and guide clients smoothly through MTD for IT.

  • Migration services

    Get help to move multiple clients quickly and easily, so you’re not left scrambling as MTD deadlines approach.

  • MTD for IT webinar

    Help your team stay informed with a live demo, expert advice, and resources to prepare your practice and support your clients.

The sooner you get started and understand your internal processes, the more successful you’ll be.

Luke Quince, Head of Digital Delivery Services at Azets

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.