MTD IT Email Templates

MTD IT Email Templates

Email one - Making all clients aware of MTD IT

Subject: Get Ready for MTD ITSA – Free Resources and Support

Dear [Contact First Name],

As you may know, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is on its way, starting in April 2026, for self-employed individuals and landlords earning over £50,000 annually. This is a significant change in how income tax will be reported, and we’re here to guide you every step of the way.

We are currently assessing when you will be impacted by the change and if you are already MTD ITSA compliant or not. We will send a separate email soon confirming both of these points and what further steps you need to take with our support to meet the requirements of MTD ITSA

To help you prepare, we’ve published two helpful blogs on our website:

1.Blog 1

2.Blog 2

These resources cover everything from what MTD ITSA is, to what steps you need to take to comply.

As the rollout date approaches, we’ll share more updates and guidance to keep you informed.

If you have any questions or want tailored advice, we’re offering free consultations to help you navigate these changes. Book your session today:

👉 Book a free a free call 

Many Thanks, 

 

Email Two - Compliant clients 

Subject: Get Ready for MTD ITSA by [Custom:MTDITYear]

Dear [Contact First Name],

As you may know, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is on its way, starting in April 2026, for self-employed individuals and landlords. This is a significant change in how income tax will be reported, and we’re here to guide you every step of the way.

Based on the last tax return we undertook for you and the current rules outlined by HMRC, these changes will impact you in [Custom:MTDITYear].

As part of our review for MTD ITSA, we have confirmed you are ready for MTD ITSA and don't need to take any further action at this time. 

To help you prepare, we’ve published two helpful blogs on our website:

1.Blog 1

2.Blog 2

These resources cover everything from what MTD ITSA is, to what steps you need to take to comply.

As the rollout date approaches, we’ll share more updates and guidance to keep you informed.

If you have any questions or want tailored advice, we’re offering free consultations to help you navigate these changes. Book your session today:

👉 Book a free a free call 

Many Thanks, 

Email Three - Non Complaint Clients 

Subject: Get Ready for MTD ITSA by [Custom:MTDITYear]

Dear [Contact First Name],

As you may know, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is on its way, starting in April 2026, for self-employed individuals and landlords. This is a significant change in how income tax will be reported, and we’re here to guide you every step of the way.

Based on the last tax return we undertook for you and the current rules outlined by HMRC, these changes will impact you in [Custom:MTDITYear].

As part of our review for MTD IT, we do not believe you are ready fro MTD IT.  

 

We are doing the main work for you, but by [Custom:MTDITYear] you need to do the following:

• Choose MTD-Compatible Software: Select software like QuickBooks, Xero, or FreeAgent to manage your records and submissions.

• Keep Digital Records: Begin storing all income and expense records electronically in your chosen software.

To help you prepare, we’ve published two helpful blogs on our website:

1.Blog 1

2.Blog 2

These resources cover everything from what MTD ITSA is, to what steps you need to take to comply.

As the rollout date approaches, we’ll share more updates and guidance to keep you informed.

If you have any questions or want tailored advice, we’re offering free consultations to help you navigate these changes. Book your session today:

👉 Book a free a free call 

Many Thanks, 

 

Email Four - Approval of Quarterly Filing 

Subject:✍️ Income Tax Quarterly Return ✍️

Hi [Contact Pref Name],

We have now completed your personal tax return for the period ending [PeriodEnd:C_ITQR]

Please click on the link below to review and sign off your tax return, this is taken as authorisation to file your return on your behalf to HMRC. If we do not hear back from you before midday on the [DueDate:C_ITQR] then we will file the tax return to prevent late filing penalties. 

Please note that the quarterly return is just an estimate to keep HMRC informed and does not create a tax bill that requires payment. 


[SigningRequestLink]

 

If you have any questions, please reach out to us. 

Thanks 

[Manager]

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