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Featuring everything you need to get all your clients sorted for MTD for VAT in double-quick time and with minimal hassle.
What’s in the pack?
How to set up your practice and clients for Making Tax Digital for VAT
Get your practice and clients ready for MTD VAT filing with a complete guide to all the steps you need to take. From creating your agent services account to signing clients up to MTD, this easy-to-follow walkthrough takes you through everything you have to do.
Client segmentation tool
Still need to organise your client list for MTD for VAT? This handy Excel spreadsheet template highlights which of your clients can use FreeAgent's MTD-compliant software and helps you narrow down the list of clients you need to take a closer look at.
Email templates
The email templates in this pack will help you get the MTD message right for everyone. With four messages to send depending on client turnover and VAT status, you can easily copy and paste a tailored message into your communications to let every one of your clients know what they have to do next.
MTD client guide
Want to let your clients know more about MTD and what it means for their business? This simple overview tells them everything they need to know. You can either email it to your clients or print it out and pass it on to them at your next appointment.
Get your free pack
Fill out your details to download the pack today and lighten the load ahead of the next stages of MTD.