MTD for Income Tax: from onboarding to filing with Xero

Event information

This webinar is brought to you in partnership with Xero.

With only weeks to go before the 6 April 2026 mandation, it's time to move from theory to practice. This session provides a live walkthrough of Xero’s fully functional MTD for Income Tax solution, demonstrating the critical steps your practice needs to take immediately: securely connecting to HMRC, onboarding your first wave of clients, and managing quarterly updates. You will see exactly how Xero maps daily bookkeeping to HMRC tax categories in real-time, ensuring you are ready for the 7 August deadline for the first quarterly update. You'll also learn how to use Xero HQ’s Tax Manager to oversee your entire client base to ensure no deadlines are missed under the new penalty system.

Key benefits

• Immediate onboarding: learn how to get your clients set up with Xero and linking to HMRC and input essential information before the April deadline.
• Automated compliance: see how digital record-keeping and automatic transaction mapping fulfil the "digital linking" requirements without manual data entry.
• Reducing the risk of penalty: understand how the late-filing penalty regime works and how Xero’s "To do" lists and overviews keep your practice ahead of deadlines.
• Real-time tax data: discover how to pull HMRC-calculated tax estimates directly into Xero to help clients budget for their bills throughout the year.
• Post-mandation roadmap: a timeline of what happens after 6 April, from the first quarterly update in July/August to the Final Declaration in 2027.

About the speaker

Jess Deadman, Senior Education Specialist, Xero Before joining Xero, Jess spent over 3 years in practice as a cloud accountant where she trained small businesses on Xero and connected apps. Jess is now a Senior Education Specialist at Xero and she is dedicated and passionate to helping accountants, bookkeepers and small businesses succeed with Xero and hearing all the love shared by our Partners and small business users.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.