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From the AI playbook for accountants and bookkeepers

New to AI? You don't need to learn anything first. Follow the steps below: open the tool, paste the prompt, fill in the [brackets], then check the result before you use or send it. See also how to use AI at work, for beginners.

Job 2 of 19ChatGPTGeminiPerplexity

Explain Making Tax Digital to a worried client

MTD for Income Tax is rolling out by income threshold, and clients have questions. A clear explainer, checked by you, saves dozens of phone calls.

Time: About 20 minutes once, then reuse itTool cost: you can start with a free AI tool

A free AI chat tool to draft, with GOV.UK open to check every date and threshold

Steps

  1. Open GOV.UK's Making Tax Digital for Income Tax pages and note the current thresholds and start dates yourself.
  2. Paste the prompt below with those facts. Don't let AI supply dates or thresholds.
  3. Check every line against GOV.UK.
  4. Send it as a client newsletter or use it as a script for calls, adding what your firm will do for them.

The exact prompt

Copy, paste, then fill in the [brackets]
Write a plain-English explainer for [UK] sole traders and landlords about Making Tax Digital for Income Tax.
Use ONLY these facts, which I've checked on GOV.UK: [thresholds, start dates, what changes, quarterly updates].
Sections: Does this affect me? What changes? What do I need to do? What will we do for you: [our service and price].
Under 300 words, friendly, no scare tactics. If something isn't in my facts, write [CHECK GOV.UK] instead of filling it in.

✓ Check before you send

  • Every date and threshold matches GOV.UK on the day you send it.
  • No [CHECK GOV.UK] gaps remain.
  • Your service and fees are clear.

UK notes extra

  • The official source for MTD for Income Tax: GOV.UK: Making Tax Digital for Income Tax.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

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See all 19 jobs in the accountants and bookkeepers playbook → · AI agent playbooks for accountants and bookkeepers →

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