Preparing Your Landlord Clients for MTD
To get landlord clients ready for Making Tax Digital (MTD) for Income Tax, accountants must prioritize clear communication above all else. The switch to digital record-keeping can feel overwhelming for many, especially as some landlords remain unclear about what MTD means for them practically.
Six Effective Communication Tips for Accountants
Use these practical strategies to engage landlord clients, build their confidence, and ensure they are fully prepared before the MTD for Income Tax deadline.
1. Start the Conversation Early
The best help you can offer is to begin discussing MTD now. Although the changes won’t impact everyone right away, early awareness reduces panic closer to the deadline.
2. Send a Clear, Informative Heads-Up
Issue a straightforward message to all landlord clients explaining what MTD is, when it will take effect, and the implications for them.
3. Offer Steady Support
Reassure clients by emphasizing that you will assist them through every step—from determining eligibility to choosing the right accounting software.
FreeAgent offers useful email templates to help start these initial MTD discussions.
4. Be Proactive to Reassure Clients
Showing proactive engagement convinces landlords that you are managing the MTD process thoroughly and are prepared to guide them through the changes.
5. Recognize Mixed Client Reactions
It’s expected that not all clients will welcome MTD enthusiastically, but it’s important everyone understands the changes coming their way.
6. Educate and Build Confidence
Helping landlords understand MTD reduces anxiety and builds their readiness to comply confidently.
Summary
Early and clear communication with landlord clients about MTD deadlines and support options is essential to ensure a smooth transition and reduce their concerns.