4 ready-to-use MTD email templates for your practice

Template 1: Update clients on upcoming regulation changes

Subject line: Important update: preparing for Making Tax Digital for Income Tax

Hi [Client Name],

Changes to tax regulations can sometimes feel overwhelming. That’s why we’d like to inform you well in advance about Making Tax Digital (MTD) for Income Tax. This will require self-employed individuals and landlords earning over £50,000 annually to report their Income Tax digitally starting in April 2026.

It’s a significant update. But rest assured, our priority is to make this transition as smooth as possible for you.

We’re working behind the scenes to assess your specific MTD situation, including your current compliance status. You can expect a follow-up email from us soon with any necessary steps.

As the rollout date gets closer, we’ll share more guidance to keep you up to date.

If you have any questions, please don’t hesitate to get in touch. We’re here to help.

Many thanks,

[Your Name]

[Your Practice Name]

Template 2: Inform clients who are compliant of their MTD status

Subject line: An update: your MTD for Income Tax next steps

Hi [Client Name],

Hope you’re doing well. We wanted to follow up on your specific MTD for Income Tax situation.

Based on our review of your last tax return and current HMRC guidelines, MTD for Income Tax will impact you starting in [Client MTD IT Year].

As you already use accountancy software to share your business data with us, you are ready for MTD for Income Tax and no actions are required at this time.

We will continue to keep you updated as the deadline approaches.

If you have any questions, please don’t hesitate to get in touch.

Best regards,

[Your Name]

[Your Practice Name]

Template 3: Update clients who aren’t compliant of their next steps

Subject line: Action required: get ready for Making Tax Digital

Hi [Client Name],

Hope you’re doing well. We wanted to follow up on your specific Making Tax Digital (MTD) situation.

Based on our review of your last tax return and current HMRC guidelines, MTD for Income Tax will impact you starting in [Client MTD IT Year]. As a reminder, the new rules will require self-employed individuals and landlords earning over £50,000 annually to report their Income Tax digitally starting in April 2026.

While we will be handling the main aspects of the transition for you, we’ll need to make some changes to the way we work together in order to meet these new requirements. These key steps are:

• choose HMRC-recognised software: select software like FreeAgent to manage your records and submissions.
• keep digital records: begin storing all income and expense records digitally in your software of choice.

We will continue to keep you updated as the deadline approaches.

If you have any questions, please don’t hesitate to get in touch. We’re here to help.

Best regards,

[Your Name]

[Your Practice Name]

Template 4: Get approval on quarterly returns

Subject line: Action required: your tax return for [Period End Date]

Hi [Client Name],

We’ve now finalised your tax return for the period ending [Period End Date].

Please review and approve your tax return by clicking the link below. This action authorises us to submit it to HMRC on your behalf. To avoid any potential penalties, we kindly request your sign-off before midday on [Due Date].

[Signing Request Link]

Please note that the quarterly return is just an estimate to keep HMRC informed and isn’t a demand for payment. The actual payment due will be based on this final tax return.

If you have any questions, please don’t hesitate to get in touch.

Best regards,

[Your Name]

[Your Practice Name]