Making Tax Digital Training for Business Owners and Staff
Software is only as compliant as the people using it. ABM Chartered Accountants provides practical training for business owners and staff on Xero, QuickBooks, Sage and FreeAgent, teaching your team to keep records that satisfy Making Tax Digital.
Practical Training on Your Own System
Our training for business owners and staff is delivered live, on your configured software, using your real transactions. Sessions cover raising invoices, capturing receipts, coding bank transactions, reconciling accounts, handling VAT correctly, reviewing a quarterly update before approval and spotting the common errors that lead to HMRC queries. Each attendee leaves able to complete their part of the monthly routine unaided.
You receive written procedures and a checklist for new starters, plus refresher sessions before your first quarterly updates so that problems are caught early and corrected.
Related Making Tax Digital Services
Training works best after setup and alongside ongoing support. These related services put the right system in place first and keep it compliant once your team is running it.
Compatible Software Setup
Selection and configuration of HMRC-recognised software for VAT and Income Tax.
Digital Bookkeeping Setup
Chart of accounts, categories and opening balances built for MTD digital records.
Bank Feed Automation
Live bank feeds, rules and receipt capture that remove manual data entry.
Digital Record Keeping
HMRC-compliant digital records maintained monthly from first entry through to every submission.
Compliance Reviews
Periodic checks that records, software and submissions still meet HMRC requirements.
Quarterly Updates
Cumulative quarterly updates prepared, checked and submitted before every 7th deadline.
Why Trained Teams Stay Compliant
Fewer coding errors: Staff who understand categories and VAT rates produce records that need little correction.
Lower accountancy fees: Clean records mean less review time before each submission and a faster year end.
Owner independence: Sole traders and landlords can confidently keep their own records with ABM reviewing before filing.
Consistent processes: Written procedures keep everyone doing things the same way, including new starters.
Confidence with HMRC: Teams know what records must show and can answer basic queries without panic.
MTD Training Delivered Across London and the UK
ABM Chartered Accountants delivers MTD and software training at our Canary Wharf office in London and by screen share for owners and staff in Manchester, Birmingham, Leeds, Glasgow, Bristol and across the UK.
Training Tailored to Your Sector
We train landlords managing property records, contractors and freelancers keeping their own books, construction office staff handling CIS, hospitality managers reconciling daily takings, healthcare practice administrators and e-commerce owners processing marketplace sales.
Why Choose ABM for MTD Training
Accountants Who Teach
Sessions are led by qualified accountants who explain the tax reasoning behind each step, not just the software clicks.
Your Own System
Training uses your configured platform and live transactions, so everything learnt applies immediately to your real records.
Procedures Left Behind
Written guides, checklists and recorded sessions mean knowledge stays in your business when staff change.
How We Work
Initial Consultation
Set Up and Onboard
Ongoing Support
We provide regular reviews and proactive advice to keep your finances optimised and HMRC-compliant.
Get in Touch Today
Whether you need help with your tax return, payroll, VAT, or business advisory, our qualified UK accountants are ready to provide clear, practical guidance for your specific needs.
Book a Consultation
Fill in the form below and one of our expert accountants will contact you promptly to discuss your accounting and tax requirements.
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MTD Training FAQs
Answers to common questions about training business owners and staff to keep Making Tax Digital compliant records.
How long does MTD training take?
Most owners and administrators need two to three sessions of around ninety minutes each, covering daily tasks, month-end routine and quarterly update review. Larger teams may need role-specific sessions.
Is training delivered in person or online?
Both. We train at our Canary Wharf office or by screen share, which works well for clients across the UK and allows sessions to be recorded for later reference.
Which software do you train on?
Xero, QuickBooks, Sage and FreeAgent, plus capture tools such as Dext and Hubdoc. Training is always delivered on the version and configuration your business actually uses day to day.
Can you train new staff later?
Yes. Onboarding sessions for new starters are available at any time, and the written procedures we provide let them get up to speed between sessions without disrupting your team.
Do I still need an accountant after training?
For most clients, yes, but less of one. Trained owners keep their own records while ABM reviews before each submission, applies year-end adjustments and handles HMRC contact.
What if we make mistakes after training?
Refresher and error-review sessions are included before your first quarterly updates. We look at what went wrong, correct it and adjust the procedures so it does not recur.