Effortless Making Tax Digital
MTD software the practice runs across every client without rebuilding the digital trail.
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Let AI Agent run your MTD compliance
One prompt. Multiple tools. Real outcomes.
Assess readiness
Let AI Agent run your MTD compliance
Assess readiness
Assess MTD readiness across the practice's client book in Xero. For each client, determine whether MTD VAT applies, whether MTD ITSA applies (sole traders and landlords above the income threshold under the roll-out) and the registration position. Check the digital records standard, the software in use and the practice's Agent Services Account authorisation. If a client is approaching the MTD ITSA threshold, ask me whether to add an onboarding step or wait. Pause before changing a client's MTD registration. Ask me where the practice keeps the readiness tracker. Save a note for the practice manager listing clients in scope, at threshold and waiting on senior review.
Maintain digital links
Maintain the digital link audit across the practice's client book in QuickBooks. For each MTD client, trace each value on the most recent submission back to the source document through unbroken digital steps with no manual rekey. Document the link path and flag broken links to the MTD risk register. Where a workflow change introduces a broken link, draft a fix proposal using the practice's MTD policy. If a manual workaround is needed before the fix lands, ask me whether to capture it in the digital records or refer to the senior. Pause before approving any workaround. Save the digital link audit to Google Drive ready for HMRC inspection.
Run quarterly updates
Run this quarter's MTD updates for the ITSA cohort in Sage 50. For each sole trader and landlord client in scope, prepare the quarterly summary from the digital records, tie each line to the underlying source document and apply the standard tax codes per income type. For property income, separate UK property, furnished holiday lettings and overseas property. If a client's income mix has changed since last quarter, ask me whether to refer to the senior or to follow the prior split. Pause before submitting any quarterly update. Save a note for the practice manager listing updates prepared, exceptions and items awaiting senior interpretation before the practice submits to HMRC.
File year-end
File the MTD year-end submissions for this client in FreeAgent: the end-of-period statement for each income source, the final declaration that totals the client's tax position and any associated payments. Pull the four quarterly updates already submitted, reconcile against the digital records and prepare the EOPS and final declaration for senior sign-off. For clients with multiple income sources, ensure each EOPS lands before the final declaration. If a quarterly update needs amendment to reconcile, ask me before refiling. Pause before submitting the final declaration. Ask me where the practice files the receipt evidence. Save a note for the practice manager listing submission status, receipt references and payment timing for each client.
Trusted by the world's best
“Each customer request used to take 4 hours of manual work across 3 different systems. Now with Minded over 80% of payment requests take less than 10 minutes and our VIP customers have never been happier.”
“We serve 40% more clients per bookkeeper with no new hires. AI files the tax forms and drafts the documentation. Each bookkeeper gets 12 hours a week back for review and advisory work.”
“We dropped Excel sheets and finance emails for automating payments and invoices for 50K restaurants. AI worked on top of SAP without migration.”
Integrate with your existing software
Seamlessly integrate making tax digital workflows with your existing tools, ERP, and communication channels.
Benefits
MTD for VAT prep without manual chase
Digital records, VAT9 box-fills, retail-scheme adjustments and partial-exemption splits stop running on staff client by client. The AI Agents repeat the MTD motion across the VAT book, which is where
MTD readiness that travels with each client file
MTD is mostly continuity per client: registration date, software in use, digital link path, quarterly cadence, prior corrections. Minded carries that state, so each new period starts on a known positi
One MTD flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice runs MTD for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time. The same readiness, digital link, quarterly update and year-end motion runs in every ledger. See [Self
Activate your tools without APIs
Forget about asking your CTO to shift priorities, let your agents operate like your humans do and deliver real value to your customers from day 1.