Email template - Client invitation 'MTD'

The scope of Making Tax Digital (MTD) for VAT expanded on 1st April 2022. All UK VAT-registered businesses are now required to keep digital records and use MTD-compatible software to send VAT returns to HMRC.

This email template will help you get the MTD message right for your VAT-registered clients who are not yet using FreeAgent.

We’ve also included some optional wording that’s relevant to self-employed business owners and landlords with annual business or property income above £50,000. These business owners will need to follow the rules for Making Tax Digital for Income Tax Self Assessment from 2026.

Please feel free to copy and paste this template and email it to your clients. Remember to delete the sections we’ve put in brackets and enter each client’s information instead.

Email Subject

The next phase of HMRC’s Making Tax Digital initiative

Email Preview Text

A handy business tool to help you adapt to changes to the UK’s tax system.

Email Body

Dear [client name],

As you may already be aware, HMRC has rolled out the latest phase of Making Tax Digital (MTD), a government initiative that aims to implement a fully digital tax system in the UK. MTD for VAT now applies to all UK VAT-registered businesses.

From April 2026, self-employed business owners and landlords with annual business or property income above £50,000 will need to follow the rules for Making Tax Digital for Income Tax Self Assessment. As a [business type], you’ll need to comply when the new legislation rolls out. Although 2026 might seem like a while away, we’d like to get you ready for MTD for Income Tax Self Assessment sooner rather than later.

In order to remain compliant with HMRC’s rules, you will need to start using accounting software. We recommend FreeAgent as the accounting software solution for [enter business name here]. From creating invoices and tracking your time to monitoring cashflow and managing projects, FreeAgent’s features are designed to help small businesses like yours. That’s why over 150,000 small business owners choose to use it. The software also makes it far easier for you to share your business figures with us and allows us to file MTD VAT returns directly to HMRC.

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*For eligible clients only

As a [NatWest/Royal Bank of Scotland/Ulster Bank] business banking current account holder, you can get FreeAgent for free for as long as you retain your bank account. Optional add-ons may be chargeable.

As a Mettle account holder, you’re eligible to use FreeAgent for free provided that you mark Mettle as your primary business account in FreeAgent. Optional add-ons may be chargeable.

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I’d love to set up a video call so I can show you how FreeAgent works. What day/time would be convenient for you?

[Add your contact details]