As Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) draws closer, many agents and taxpayers are feeling the pressure. Understanding who needs to comply, whena how can be a complex and time-consuming taskâespecially with rules that differ based on income types and thresholds.
Thankfully, Croner-i has launched a game-changing tool to simplify the entire process:
đ MTD for ITSA Adviser
đ§ What Is the MTD for ITSA Adviser?
The MTD for ITSA Adviser is an interactive decision tree that walks users through a series of questions to determine:
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Whether a client is subject to MTD for ITSA
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When compliance begins
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What steps should be taken to prepare
The results are presented clearly on a downloadable PDF results page, complete with:
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A definitive conclusion
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Tailored advice to help plan next steps
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Helpful links to further information from Croner-iâs Quick Overview and related products
đĄ Why You Should Be Using It
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1. Clear & Conclusive:
The Adviser leaves no ambiguity. Youâll get a black-and-white answer on whether your client must comply, and from what dateâideal for client files or proactive discussions.
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2. Educational:
As you use the tool, youâll enhance your own knowledge of MTD for ITSA. Itâs a smart way to keep ahead of the curve and give confident advice.
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3. User-Friendly for All Levels:
Thanks to simple language and clear help text, even junior team members can use it. Itâs also accessible enough for taxpayers to explore themselves.
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4. A Real Time-Saver:
In just a few minutes, you can get a complete, personalised analysisâsaving you hours of research and letting you focus on higher-value work.
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5. Perfectly Timed:
MTD for ITSA will be the major tax change in the coming years. Getting on top of it now ensures youâre ready to guide your clients smoothly through the transition.

