WEBINAR REPLAY
SCREEN YOUR WHOLE CLIENT BASE FOR MTD AND VAT RISK BEFORE THE PENALTY POINTS START STACKING UP.
A UK panel recorded the day before the first MTD for Income Tax quarterly deadline. Hear how one practice got its clients ready, then see XBert check VAT and MTD data across every connected client.
Watch the 48 minute replay. Fill in the form and we'll email you the link.
WATCH THE REPLAY
If your MTD and VAT reviews still rely on memory and manual checks, you're not managing compliance, you're managing risk. With MTD for Income Tax now live for the £50,000 cohort, and the £30,000 and £20,000 cohorts following in April 2027 and April 2028, the number of clients in scope keeps growing.
In this session, Connor Williams and Cameron Anderson from XBert are joined by Alex Falcon-Huerta FCCA, founder of Soaring Falcon. Alex shares how her practice got clients ready for MTD: sorting agent access early, aligning VAT periods and moving spreadsheet clients onto software.
Cam then shows how XBert screens your entire client base for MTD obligations and VAT compliance gaps, on the same platform already running 150+ data quality checks across every connected client's books. He also previews a VAT review agent that was in beta at the time.
What You'll Learn
Understand the MTD for Income Tax timeline: who is in scope now at £50,000, from April 2027 at £30,000 and from April 2028 at £20,000, and how qualifying income is calculated on a gross, aggregated basis.
Use XBert's AI Audit and Custom XBerts to screen your entire client base for mandatory MTD obligations and VAT compliance gaps automatically.
Recognise the nine VAT error patterns most likely to cause problems under MTD, including incorrect tax codes, mis-applied reverse charges and manual journal workarounds that break the digital-link requirement.
Leave with a practical, repeatable process your whole team can run without adding headcount.
Meet the Hosts!
Alex Falcon-Huerta FCCA
Founder, Soaring Falcon
Cameron Anderson
General Manager, XBert
