MTD’s final hurdle: Annual returns and the new filing calendar

Making Tax Digital for income tax is underway, but for accountants, quarterly submissions are only part of the story. With the first MTD annual tax returns due in January 2028, what will the final filing process look like and how will it change the way firms work?

In this practical webinar, on Wednesday, 9 December at 11am, we'll explore how the new annual return will operate, how data gets into it and how it interacts with the quarterly submissions already made. We'll also examine the role of software, year-end adjustments and additional income sources, and what accountants will need to do to bring everything together.

We'll also examine the bigger picture: the new filing calendar facing accounting firms. With MTD quarterly updates and annual returns layered on top of traditional self assessment and VAT deadlines, how can practices manage the additional workload without creating a year-round compliance sprint?

Join us to explore the practical challenges, potential efficiencies and workflow changes firms need to prepare for as MTD enters its next phase.

Key takeaways:

- Understand how the new MTD annual tax return will work
- Learn how data from quarterly submissions feeds into the annual return
- Explore the new compliance calendar
- Discover how accounting firms can prepare for the changing demands of MTD