How Ready are you and your Firm for MTD?

After years of waiting, false dawns and missed deadlines Making Tax Digital for Income Self-Assessment is finally being introduced in April 2026.

At CPDStore we are passionate about helping accountants and bookkeepers who, like you, are serving SME Clients, save time and remain profitable. 

Simply answer 18 yes/no questions to find out how ready you are for MTD.

Get a tailored report based on your answers
Quick fire questions in under 3 minutes
It’s completely free

You’ll be scored based on the following key areas:

Client Assessment & Onboarding

This section measures how well your firm has identified which clients are impacted by MTD, and how clearly you’ve communicated with them.

It includes segmentation, readiness tracking, and structured onboarding processes. A strong score here means you’re proactively managing the transition for each client and setting clear expectations from the start.

Software & System Readiness

This part evaluates whether your internal systems — from digital record-keeping to software selection — are aligned with MTD requirements.

It includes choosing the right tools for different client types, setting up bridging or full software, and implementing consistent internal workflows. A high score reflects a firm that is digitally prepared and operating with scalable systems..

Filing & Compliance

This area assesses how well your firm handles ongoing MTD obligations, such as submitting quarterly updates, managing End of Period Statements (EOPS), and filing Final Declarations.

It also looks at internal controls like deadline tracking, staff roles, and review processes. A strong score here shows your firm is equipped to stay compliant under pressure — and deliver consistently, every time.