A first look at Capium’s new MTD IT whitepaper and why you’ll want the full version. 

The countdown is officially on.
From April 2026, MTD for Income Tax becomes mandatory for self-employed individuals and landlords earning over £50,000, with those above £30,000 joining in 2027. That means more clients, more digital requirements, and more moving parts for accountants to manage. 

Quarterly submissions.
Digital record keeping.
A final declaration.
All through MTD-compatible software. 

It’s one of the biggest shifts the profession has seen in years and how you prepare now will shape how smoothly your practice handles the transition. 

That’s why we’ve created a practical new whitepaper:
Making Tax Digital for Income Tax: Choose the Right Solution for Your Clients.

MTD IT Doesn’t Have to Mean More Complexity 

Yes, digital records and quarterly updates introduce new responsibilities, but they can also improve accuracy, reduce bottlenecks, and make tax forecasting far more predictable. 

The whitepaper explains the core requirements in clear, simple terms, and highlights the opportunities for better client relationships and cleaner workflows. But the real value lies in helping you choose the right approach for each client. 

Three MTD Pathways: One Flexible Ecosystem 

Not all clients work the same way. Some cling to spreadsheets. Others are halfway digital. Some want everything automated. 

Capium supports all of them.
Our whitepaper outlines three flexible routes to compliance, including: 

• A simple bridging option for spreadsheet-based clients 

• A lightweight digital record-keeping option for those ready to modernise 

• A fully integrated solution for high-value, multi-income clients who want a seamless MTD experience 

Each route supports digital record keeping, quarterly updates, and final declarations and the whitepaper helps you identify which clients fit where. 

Why You Need to Prepare Early 

MTD IT success isn’t just about choosing software, it’s about planning. 

Most practices will need time to segment clients, assess digital readiness, support onboarding, and test new workflows long before April 2026 arrives. 

Our whitepaper includes a practical framework to help you start now and avoid the last-minute rush. 

Want the Full Strategy? Download the Whitepaper for Free 

The full whitepaper includes deeper insight into: 

• How to match each client to the right MTD pathway 

• Examples of real client scenarios 

• How to streamline quarterly submissions 

• Early preparation checklists 

• Capium’s ecosystem and support 

Download your free copy now

Join the Live MTD IT Webinar: Thursday 4th December, 12PM 

If you want clarity, confidence, and a clear plan for supporting every MTD IT client, don’t miss this session. 

You’ll learn: 

• What MTD IT requires from 2026 and 2027 

• How digital records, quarterly submissions, and final declarations work in practice 

• The three MTD pathways in Capium and who they suit 

• How to segment your client base efficiently 

• How to avoid common MTD pitfalls with early preparation 

Date: Thursday 4th December
Time: 12PM
Perfect for: Accountants preparing clients for MTD IT

Click here to register.

The post MTD for Income Tax Is Coming: Are Your Clients (and Your Practice) Really Ready? appeared first on capium.

Rethinking Value, Strengthening Margins, and Getting Ready for What’s Next 

The upcoming rollout of Making Tax Digital for Income Tax (MTD IT) isn’t just a compliance update, it’s a complete shift in how accountants work, communicate, and charge for their services. 

From April 2026, sole traders and landlords earning over £50,000 will need to submit income and expense data digitally to HMRC every quarter. For accountants, that means moving from once-a-year submissions to a year-round service model, one that requires more regular engagement, more touchpoints, and more value delivered throughout the year. 

That shift has major implications for your pricing strategy. 

Many firms are still working with pricing models designed for an annual workflow, hourly rates or flat fees that don’t scale well when the work multiplies across four quarters. Under MTD IT, that structure may no longer be sustainable. The question is: how can your firm adapt? 

A chance to reset, not just react 

While MTD IT will introduce new pressures, it also presents an opportunity to reimagine your commercial model. The most forward-thinking firms are already using this transition to: 

• Reassess the real cost of service delivery 

• Introduce subscription-style or tiered pricing models 

• Communicate value to clients more clearly and confidently 

• Turn compliance into a gateway for deeper advisory relationships 

The firms that evolve now will not only protect their margins but also position themselves as proactive, tech-savvy partners to their clients. 

Inside the free Capium guide 

To help practices navigate this new landscape, Capium has released a free whitepaper: “Pricing for a New Era: What MTD IT Means for Your Firm.” 

In this guide, we explore: 

• What MTD IT means for your workflow and pricing structure 

• Why legacy pricing models fall short in a digital-first environment 

• Three modern pricing frameworks that can help your firm stay competitive 

• How to communicate pricing changes with clarity and confidence 

• Practical ways to use MTD IT as a springboard for advisory growth 

It’s designed to give you not just information, but a blueprint for turning regulatory change into a business advantage. 

Get your free copy 

If you’re preparing for MTD IT and want to future-proof your pricing model, this guide is for you. 

? Download your free copy of “Pricing for a New Era” here 

Start shaping a pricing strategy that reflects your true value, and sets your firm up for sustainable success in the MTD era. 

The post Pricing for a New Era: What MTD IT Means for Your Firm appeared first on capium.

A whitepaper for your clients

Are your clients worried about higher food prices and energy prices? Not to mention the Bank of England base rate has been changed from 1.75% to 2.25%; this may impact some of their fixed costs. We have put together a guide for you the Accountant to help and support your clients during this difficult time – please feel free to share it with them.

Click here to find out how you can help you clients.

The post We want to help and support our Accountants as much as we can appeared first on capium.

With MTD for ITSA only 16 months away, many people still feel unprepared for this change. We want to help you to get ready for the changes and we’ll help you prepare your clients too! 

Accountants are feeling the pressure to support and communicate to their clients just what they really need to do in order to remain compliant. With so much going on in the world of tax, time is of the essence and is not really a luxury that many Accountants have right now. With this all in mind, we want to help! 

In the next coming months, we will create a series of documents to help and support you in this way! But for now here are a couple of points which we hope will help you with the basics. 

What is MTD for ITSA? 

HMRC states that MTD for Income Tax Self Assessment ( ITSA ) will apply to individuals from April 2024, if their total gross income from self-employment and property exceeds £10,000 in a tax year. Most businesses will have 2 years to prepare and test the service voluntarily prior to its introduction.

What do you need to know? 

This change is going to happen be it within the next 2 years or later. It is important to prepare and communicate to businesses and individuals.

Making Tax Digital for Income Tax

Businesses and landlords who join MTD for Income Tax will need to send a quarterly summary of their business income and expenses to HMRC using MTD-compatible software. In response they will receive an estimated tax calculation based on the information provided to help them budget for their tax. At the end of the year, they can add any non-business information and finalise their tax affairs using MTD-compatible software. This replaces the need for a Self Assessment tax return.

HMRC states that the deadlines for finalising tax affairs and making payments are not changing. Businesses and landlords will be able to use their software to send all of the information that they are required  to under Self Assessment, and not just their business or rental income. This includes employment income, bank and building society interest, dividends, pension contributions, student loan repayment, etc. Software developers will need to continue to build this additional functionality into their products, resulting in a richer experience for customers as MTD continues to develop.

You can join the HMRC MTD pilot for Income Tax now if you meet the current eligibility criteria. We will widen eligibility over time and the pilot will support the vast majority of sole traders and landlords by April 2022.

HMRC will block a customer from joining MTD for Income Tax if their last Self Assessment tax return suggests that they do not meet the current eligibility criteria.

Capium are proud to be on the list for MTD ITSA development 

What digital records mean for you as an Accountant and client

• Reduces human error and gives the holder a better view of their financial situation
• Keeping records online means that as an Accountants, businesses share data with you faster, reducing possible bottlenecks
• Records can be kept in real time, so as an accountant – you can review your clients activity more frequently

Download this whitepaper to get you started.

How we can help?

If you would like to talk to us about your Practices needs or requirements for MTD ITSA, contact us today on 02033225578 or you could email us info@Capium.com 

The post MTD for ITSA – the basics. Keep calm and carry on! appeared first on capium.