Client data collection is becoming a growing challenge for personal tax teams.
With MTD for Income Tax on the horizon and increasing pressure on existing Self Assessment processes, many firms are reviewing how they collect, manage and prepare client information.
Watch this on-demand webinar to explore the challenges firms are facing today, hear practical approaches being adopted across the profession, and see how technology can support a more efficient workflow.
What you’ll learn:
In this session, we’ll look at how ApariPro can support firms across the wider personal tax journey, not just the immediate MTD requirements.
- Common personal tax data collection challenges firms are facing today.
- How firms are preparing for increasing MTD reporting requirements.
- Practical approaches to improving client data capture and collaboration.
- Considerations when reviewing your firm's current process.
Who should attend?
This webinar is designed for Practice Leaders, Tax Managers and Personal Tax Advisers looking to improve client data collection processes and prepare for MTD for Income Tax.
Watch the recording to explore practical approaches to personal tax data collection and preparation, and learn how firms are preparing for the next phase of MTD for Income Tax.