[UK] Sage announces first MTD AI agent

Sage has announced the UK’s first MTD for Income Tax Agent. A new AI-powered agent intended to transform the complexity of quarterly updates into a single, end-to-end workflow, Business Wire reports.

The first release of the MTD Agent is enabled through new Sage Copilot capabilities landing in October, ahead of full automation in time for the 2026 deadline. 

These features will reportedly help accountancy practices prepare for quarterly updates by organising client information, reducing manual admin and making it easier to stay on top of tasks.

From April 2026, a requirement for self-employed individuals and landlords earning above £50,000 to keep digital records and submit quarterly updates through compatible software comes into force. According to Sage, more than 4 million taxpayers are expected to come into scope as MTD expands over the following years. 

This represents a significant shift in how accountants and their clients manage tax obligations, putting further pressure on practices already stretched for capacity.

The MTD for Income Tax Agent will reportedly help relieve that burden by automatically segmenting clients based on complexity, setting up tasks and reminders, chasing documents, and flagging potential issues early. It can help accountancy practices remain MTD compliant, reduce manual work, and free up more time to focus on client relationships and strategic support.

“With more people soon required to file under Making Tax Digital, practices are going to be under real pressure,” Lee Coombes - Head of Accountancy and Tax, Lee Coombes Accountancy Digital - said. “Sage’s MTD for Income Tax Agent takes a big part of that burden away by automating admin and flagging issues early. It means we can manage the extra demand without losing focus on the clients who need our advice most.”

Source: Business Wire

(Quote via original reporting)

Sage has announced the UK’s first MTD for Income Tax Agent. A new AI-powered agent intended to transform the complexity of quarterly updates into a single, end-to-end workflow, Business Wire reports.

The first release of the MTD Agent is enabled through new Sage Copilot capabilities landing in October, ahead of full automation in time for the 2026 deadline. 

These features will reportedly help accountancy practices prepare for quarterly updates by organising client information, reducing manual admin and making it easier to stay on top of tasks.

From April 2026, a requirement for self-employed individuals and landlords earning above £50,000 to keep digital records and submit quarterly updates through compatible software comes into force. According to Sage, more than 4 million taxpayers are expected to come into scope as MTD expands over the following years. 

This represents a significant shift in how accountants and their clients manage tax obligations, putting further pressure on practices already stretched for capacity.

The MTD for Income Tax Agent will reportedly help relieve that burden by automatically segmenting clients based on complexity, setting up tasks and reminders, chasing documents, and flagging potential issues early. It can help accountancy practices remain MTD compliant, reduce manual work, and free up more time to focus on client relationships and strategic support.

“With more people soon required to file under Making Tax Digital, practices are going to be under real pressure,” Lee Coombes - Head of Accountancy and Tax, Lee Coombes Accountancy Digital - said. “Sage’s MTD for Income Tax Agent takes a big part of that burden away by automating admin and flagging issues early. It means we can manage the extra demand without losing focus on the clients who need our advice most.”

Source: Business Wire

(Quote via original reporting)