MTD IT with Capium: New Workflows, Live Demo & Updates

Making Tax Digital for Income Tax is here, and practices are now reviewing how to manage different client types, digital record keeping, quarterly submissions, and scalable workflows without added complexity.

Join the Capium team for a practical webinar exploring the latest updates across Capium’s MTD IT solutions, including a live walkthrough of the MTD IT module and Capium 365 workflows.

This session is designed for accountants, bookkeepers, and practice teams looking to better understand the different MTD journeys available within Capium, and how to support clients more efficiently.

Webinar Agenda:

- Latest MTD IT Updates in Capium
- We’ll recap the latest developments across Capium’s MTD IT ecosystem, including:
- Updated MTD onboarding workflows
- Individual vs sole trader client structures
- Managing multiple income sources
- Supporting landlords and sole traders under MTD IT
- Workflow flexibility for different client behaviours

Understanding the Four MTD Workflows

Learn how Capium supports different approaches to MTD compliance, including:

- Bridging
- Capium 365
- Capium 365 & Bookkeeping
- Bookkeeping Only

We’ll also cover when each workflow is most suitable and how practices can segment clients effectively.

Live Demo: MTD IT Module

See the MTD IT module in action, including:

✔ Creating and managing Individual records
✔ Linking sole trader businesses correctly
✔ Quarterly update submissions
✔ Managing multiple income sources
✔ Final declaration workflows
✔ Property income handling
✔ Importing and reviewing data

Live Demo: Capium 365 Workflows

We’ll also demonstrate how Capium 365 supports automated digital record keeping and streamlined MTD workflows, including:

✔ Real-time transaction processing
✔ Bank feeds and reconciliation
✔ Receipt and statement scanning
✔ Auto-categorisation and bank rules
✔ Syncing directly into the MTD IT module
✔ Managing clients within one connected platform

Practical MTD Planning for Practices

We’ll finish with practical guidance on preparing your practice for MTD IT, including:

- How to onboard different client types
- Reducing manual admin and duplication
- Managing quarterly reporting efficiently
- Creating scalable MTD workflows
- Choosing the right setup for each client
- Live Q&A Session

Ask questions directly to the Capium team and get practical answers around workflows, onboarding, compliance requirements, and software setup.

Who Should Attend?

- Accounting practices preparing for MTD IT
- Bookkeepers managing landlords and sole traders
- Existing Capium users reviewing workflow options
- Firms exploring cloud-based MTD solutions
- Practices wanting to simplify quarterly compliance workflows