MTD Practice Readiness Assessment

Section 1 of 5

Evaluate your practice's readiness for Making Tax Digital implementation

Current Workflows

Answer all questions in this section to continue

1. How are receipts and invoices captured?

Receipt capture app

Email forwarding

Other (semi-digital)

Paper/manual upload

2. How are bank transactions reconciled?

Entirely automated (bank rec bot reviews each item)

Partially automated (mix of automated + manual)

Entirely manual

3. How do you currently handle VAT/MTD submissions?

Bot handles VAT/MTD submissions

Xero direct filing

Bridging software

Other (semi-manual)

Entirely manual entry

4. Top 3 recurring issues

1–2 minor issues reported

3+ recurring but moderate issues

Major/blocking recurring issues

5. Where do staff spend the most unbillable time?

Reconciling suspense balances

Chasing clients for receipts/invoices

Correcting personal vs business expense splits

Payroll processing

Other minor