LYRICS 
There was never not one question 
I have ever asked GOD about you 
usually enjoyed that silence except for when it’s for you 
so I tried to write it 
because when I speak I choke 
never heard your voice but heard when others spoke 
oh I’m sic 
It’s just something that happens 
I knew this would happen
but I wasn’t sad then 
never have I been this cold, ever in my life 
I’ll do my own thing
I walk awake at night
call me what you want 
put me in danger 
but never will I ever risk my heart 
over the hate of a stranger

NEVER

NEVER INSTRUMENTAL

In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined by Max Whiteley from Dext to discuss Making Tax Digital for Income Tax (MTD for IT). With the rollout set for April 2026, many bookkeepers and accountants are still unsure about what it means for them and their clients. Max breaks down the key changes, what bookkeepers need to be doing now to prepare, and how technology like Dext Solo can make the process more efficient.

The conversation also delves into pricing strategies for MTD, how to help clients transition smoothly, and why this is a huge opportunity for bookkeepers to position themselves as experts in the field.

You Will Learn:
✅ What MTD for IT means and who it applies to.
✅ Key dates and deadlines to be aware of.
✅ Why bookkeepers should start preparing now.
✅ How to introduce Dext Solo to clients.
✅ Why pricing correctly is essential to avoid undercharging.
✅ How MTD can help bookkeepers provide more value to clients.
✅ Strategies to position yourself as an MTD expert and win new business.

Key Takeaways:
MTD for IT is happening – The first mandated group (sole traders and landlords earning £50k+) must comply from April 2026.
Quarterly submissions will replace annual tax returns – This means 5 filings per year instead of 1.
Bookkeepers need to act now – The best time to start transitioning clients is before the 2025/26 tax year.
Dext Solo is a cost-effective solution – At just £2.50 per client per month, it provides an easy way for clients to submit records in real time.
Don’t undercharge for MTD – With more filings and client interactions, pricing must reflect the increased workload.
MTD is a huge opportunity – Bookkeepers who educate clients and offer proactive support will stand out and win more business.
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About Our Sponsor
This episode is sponsored by Xero. Find out more about their New Partner Programme:
🔗 https://xero5440.partnerlinks.io/6figure-offer

Connect with Max Whiteley & Dext
📍 Follow Max on LinkedIn for more MTD insights.
📍 Check out Dext Solo for a seamless MTD solution.

Got questions? Contact Max Whiteley or visit Dext’s website for more details!

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👉 See you next week!

Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Episode 311: How to prepare for MTD for IT with Max Whiteley of Dext

Fresh from QuickBooks Get Connected, Tom Herbert kicks off the podcast with the start of event season. He recaps key announcements, Making Tax Digital (MTD) product updates and the upcoming Festival of Accounting and Bookkeeping (FAB) on 12-13 March, highlighting the importance of these events being the last proper window for vendors to push their MTD message. 

Continuing with MTD, Richard Hattersley covers HMRC’s plan to start writing to sole traders and landlords in April. The team debates whether this signals real progress or if it’s still too early to tell. Herbert also shares how event attendees are reacting to MTD and why HMRC’s presence at FAB makes it a must-attend.

This week’s special guest is Jess Brindle, co-founder of Jessica & Morton and an upcoming FAB speaker. Matthew Ord talks with Brindle about the changing role of finance leaders, their expanding responsibilities and the need to stay ahead of tech advancements. She also previews her FAB session, What’s The Forecast and the importance of preparing for upcoming changes. 

No Accounting for Taste ep183: Event season, MTD and finance leaders

In this short but sweet episode, recorded live on day two of the Festival of Accounting & Bookkeeping (FAB), the team take a look back at the key moments from day one and get ready for the discussions ahead.

With AI continuing to reshape the profession, Making Tax Digital developments and tax changes keeping accountants on their toes, there was plenty for the AccountingWEB team to unpack. 

Tune in to hear the latest insights straight from the show floor.

No Accounting for Taste ep184: The Festival of Accounting & Bookkeeping

Hello 
My name is Mumble The Devil and I am a 19 year old artist living in California. MY ALBUM GONE COMES OUT THIS YEAR this is the instrumental to the second track enjoy :)❤️

QUIET INSTRUMENTAL

Rachel Reeves kept her promise with no tax changes in yesterday’s Spring Statement. With expectations low, Richard Hattersley recaps the key takeaways, including the eight consultations and policy papers released and looks ahead to what the Autumn Budget might bring.

One of the policy papers released confirmed that sole traders and landlords with incomes of more than £20k would be pulled into the system by 2028. Tom Herbert explains what this means and why Reeves didn’t mention MTD in the Spring Statement. 

Matthew Ord shifts focus from the Spring Statement to HURST, an accounting and business advisory firm with big growth plans. He recalls his chat with managing partner Tim Potter on their strategy, recruitment challenges and tech investments.


No Accounting for Taste ep185: A 2025 Spring Statement special

9/13 this song is about detachment enjoy ❤️🎭

COLD

With the new tax year starting on 6 April, Richard Hattersley runs through the key changes, from the rise in employer national insurance to HMRC’s focus on debt management. He also covers the MTD countdown, HMRC’s confidence in a 2026 rollout and whether it’s time to rethink the UK tax year. Tom Herbert shares the latest MTD software market updates.

Herbert also looks into the latest in artificial intelligence (AI), starting with ICAEW president Malcolm Bacchus’s call for a mindset shift in the profession. Herbert then highlights recent AI product launches from Jenesys, NetSuite and Vinyl.

Lastly, Matthew Ord looks at Wilson Partners’ acquisitive growth, with their latest deal doubling the team working in high-growth tech and life sciences. Tom Herbert explores why now is a smart time to target these sectors, while the team weighs in on the rising concerns around private equity’s growing role in accounting following their partnership with PE firm Fordhouse.


No Accounting for Taste ep186: New tax year, AI and acquisitive growth

With HMRC expanding the MTD pilot from 16 April, Richard Hattersley unpacks the updates, including long-awaited multi-agent access and questions around the value of quarterly updates. Tom Herbert adds insight into technical challenges and what this means for accountants.

Herbert then shifts gears to agentic AI, a more advanced form of artificial intelligence that carries out complex, multi-step tasks. Drawing from a conversation with tax advisor Alastair Wilson, he explores how this tech could reshape the profession, reduce overheads and impact entry-level roles.

To close, Matthew Ord looks at a string of audit sanctions against EY, including issues with audits of Thomas Cook and Stirling Water Seafield Finance. Hattersley rounds out the discussion with news of the FRC’s investigation into EY’s handling of the Post Office audit, as the team reflects on the growing need for reform.


No Accounting for Taste ep187: MTD, agentic AI and audit sanctions

MTD is a clan that mixes all genres of music through any means.

I do not seek to gain profit upon uploading. This is purely for entertainment purposes.

#MTD SoFaygo - Don't Hold The Fire

prod. nerfjayy
follow my insta: instagram.com/bbpz

i'm back

AccountingWEB’s MTD Accountability Club is in full swing. In association with Sage, it follows accountants and bookkeepers preparing for the first mandation date. Richard Hattersley goes through the early results from our recent survey (which is still open), on how the profession is coping, exploring what the answers reveal about MTD readiness.
Tom Herbert shares the news that Xero has acquired the bill payments platform Melio for $2.5bn. Herbert explains who Melio are and what it signals about Xero’s global strategy, especially as UK users already have an end-to-end accounts payable workflow and recent price hikes are causing concerns.
Finally, Matthew Ord turns to audit reform as the government’s Modern Industrial Strategy confirms plans to update the corporate reporting framework. The team discusses what’s coming and shares their thoughts on key topics also on the agenda, including talent, AI, sustainability reporting, and money laundering regulations.


No Accounting for Taste ep192: Insights into MTD readiness

In this episode of The Tax Track we look at the challenges HMRC faces, from improving its services to taxpayers and agents to closing the tax gap; its plans for new and improved digital services; and the possible implications of the proposed changes for agents in particular as MTD and agent registration begin to take effect.

Challenging times for HMRC and agents

The team had a wonderful evening at the Accounting Excellence Awards (AEA) and we hope everyone who joined did too! They share their highlights, with Richard Hattersley reflecting on how the winners shed light on trends shaping the profession. Focusing on the small, mid-tier and large firm winners, Hattersley talks about private equity, management buyouts and growth. Many of these winners will also be speaking at the Finance, Accounting and Bookkeeping Show at the NEC, Birmingham, on 11-12 March 2026.
Tom Herbert spent the day after the awards at Wolters Kluwer’s CCH Connections User Conference. Herbert shares his experience with Wolters Kluwer’s integrated Making Tax Digital (MTD) solution ahead of the mandation date, what the next six months are going to look like for firms and the mood among attendees as MTD nears.
Matthew Ord concludes the podcast by recalling his chat with ICAEW president, Derek Blair. Appointed in June 2025, Blair outlines the legacy he wants to leave, what his goals are and his focus on a social mobility programme to tap into new talent.


No Accounting for Taste ep198: AEA winners shed light on the profession

HMRC’s Making Tax Digital (MTD) programme director Craig Ogilvie joins the team to share the latest updates on MTD testing and why joining early is the best way to prepare. The team also discusses the exemptions process and who qualifies, with Ogilvie warning listeners not to leave applications until the last minute.
He outlines its benefits, talking about how MTD goes beyond compliance to build a modern, data-driven tax system. With better record keeping and improved accuracy, MTD aims to create a fairer, more efficient and resilient tax environment.
The conversation then turns to multi-agent functionality, software support and HMRC’s efforts to help both agents and unrepresented taxpayers through helplines, targeted communications and regional engagement.
Ogilvie closes with some practical advice: get your Agent Service Account (ASA) ready, sign up clients early and make sure your software and records are in shape because April 2026 will come around fast.


No Accounting for Taste ep199: MTD special with Craig Ogilvie

From April 2026, an estimated 864,000 sole traders and landlords will need to comply with Making Tax Digital (MTD) for income tax. 

The latest on MTD income tax

The AccountingWEB team celebrates the 200th podcast episode by looking back in time at some notable moments and reflecting on the first episode.
Matthew Ord takes a look at the Financial Conduct Authority’s (FCA) new role as anti-money laundering (AML) and counter-terrorism financing (CTF) supervisor for all accountancy and legal firms. He recalls his chat with AML expert David Winch, who warned it won’t be a light-touch regime. Ord explores why the move has frustrated supervisory bodies and whether the FCA really understands the profession.
Tom Herbert turns to Making Tax Digital (MTD) and the part that banks are starting to play. With 840,000 taxpayers not yet using commercial software, Herbert talks about which banks have made their MTD move, his concerns about this approach and how he sees it all playing out. 
Back from the US, Richard Hattersley shares his experience at NetSuite’s SuiteWorld where AI was the topic of conversation. The team unpacks the launch of NetSuite Next and the push toward the “autonomous close”, asking whether finance teams are ready for AI. 

No Accounting for Taste ep200: FCA will become the AML supervisor

ALBUM “GONE” COMING SOON
🇲🇽 19 he/they

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New tracks tagged #MTD