Checklists
Essential Checklists to Streamline Compliance
Access practical, ready-to-use checklists for key accounting and tax workflows — crafted to guide individuals, landlords, accountants, and practices through digital compliance with clarity and ease.
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Our Popular MTD ITSA Checklists
Structured, audience-specific checklists to help individuals, landlords, and practices meet MTD for Income Tax requirements confidently and correctly.
Making Tax Digital for Income Tax (MTD ITSA) – Accountant Checklist
A comprehensive digital compliance checklist for accountants, offering client-specific oversight and streamlined task management to meet MTD Income Tax requirements with confidence.
Download ChecklistMaking Tax Digital for Income Tax (MTD ITSA) – Self-Employment Checklist
Designed for sole traders and freelancers, this checklist ensures you're capturing, recording, and submitting your income tax data accurately under the MTD rules.
Download ChecklistMaking Tax Digital for Income Tax (MTD ITSA) – Landlord Checklist
This checklist helps landlords manage digital tax obligations efficiently, covering all essential MTD ITSA tasks related to rental income reporting and submissions.
Download ChecklistMaking Tax Digital for Income Tax for Individuals Full Checklist
Stay on top of your digital tax obligations with our complete checklist tailored for individuals. Ensure accurate, timely submissions and seamless compliance with MTD for Income Tax.
Download ChecklistMTD ITSA – Practice Checklist
Support your clients with a clear, practice-level checklist that keeps your entire team aligned with the latest MTD ITSA requirements and submission processes.
Download ChecklistTailored for Professionals
Designed for Every Professional in Financial Services
Access essential document templates tailored for accountants, bookkeepers, tax advisers and firms, ensuring compliance, saving time and streamlining your workflow.
Accountants
Simplify agreements for tax preparation, audit services, and financial reporting.
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Bookkeepers
Clarify roles and responsibilities for ongoing or one-off bookkeeping services.
Tax Advisers
Create transparent agreements for tax planning, filing, and advisory services.
Small Practices
Streamline workflows without needing a large administrative team.
Large Firms
Ensure consistency and compliance across teams and engagements.
Enterprises
Tailor templates for complex services and large operations.
Why Use FigsFlow's Checklists
Get structured and ready-to-use document templates for essential documents like minutes, resolutions, agreements, and more, designed to fit the specific needs of accountants, bookkeepers and tax advisers.
Pre-Built Templates for Efficiency & Convenience
Instant access to high-quality, pre-built minutes, resolutions and agreements designed for accountants, tax professionals, and businesses. Easily download, customise and use.
- Legally compliant & industry-standard formats.
- Editable versions for maximum flexibility.
- Professionally structured for accuracy & ease of use.
- Save hours of drafting & reviewing time.
Sign In & Experience Effortless Document Creation
Access, customise and organise your documents effortlessly—all in one place. Sign in to FigsFlow and ensure you always have the right template at your fingertips
- Library of agreements, minutes & resolutions.
- Access to engagement letter & proposal templates.
- Secure storage for organised document management.
- Automated reminders to stay on top of deadlines.
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is MTD ITSA and who does it apply to?
Making Tax Digital for Income Tax Self Assessment is HMRC’s programme requiring digital record keeping and quarterly reporting instead of a single annual return. It applies to sole traders and landlords whose qualifying income exceeds the relevant threshold, assessed on their Self Assessment return from two years earlier.
When does MTD ITSA start and what are the thresholds?
Mandation begins on 6 April 2026 for those with qualifying income above £50,000, based on the 2024/25 return. The threshold drops to £30,000 from 6 April 2027 and to £20,000 from 6 April 2028. HMRC assesses the threshold two years back, so it needs a filed return in hand before the mandation year to know who to enrol.
How many submissions will a client have to make each year?
A client with one qualifying business makes four cumulative quarterly updates plus one Final Declaration, five filings a year minimum. A client with self-employment and UK rental property files nine times, and adding overseas property takes it to thirteen. That volume is why practices are repricing services and reissuing engagement letters ahead of mandation. FigsFlow handles that front-office side, MTD-ready proposals, pricing, and engagement letters, so your commercial setup keeps pace with the new filing load.
Who is each of these checklists for?
The Accountant checklist gives client-level oversight and task management across a practice’s MTD book. The Self-Employment checklist helps sole traders and freelancers capture, record, and submit their income tax data. The Landlord checklist covers rental income reporting and quarterly submissions. Each is a free download.
How do these checklists help me stay compliant?
They break the MTD ITSA obligations into structured, audience-specific tasks so nothing slips across digital record keeping, quarterly updates, and the year-end Final Declaration. For practices onboarding clients into MTD at scale, FigsFlow takes the same structured approach to the front office, running proposals, MTD engagement letters, AML and KYC, and payment collection in one place, so client sign-up keeps pace with the checklist’s compliance steps.
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