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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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

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