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Sources

Where our figures come from

Every survey, guidance note and rule the site cites, with the full link and the date we last checked it.

An accountant marks pages of a reference book with teal paper tabs beside a Cast & Rule notebook.

  1. Karbon · January 2026

    State of AI in Accounting 2026

    https://karbonhq.com/resources/state-of-ai-accounting-2026/

    Cited for: Shadow AI: nearly 600 accounting professionals; 98% use AI; 83% report growing data-security awareness. · Checked 28 September 2026

  2. ICAEW

    Generative AI and ethics (Generative AI guide)

    https://www.icaew.com/technical/technology/artificial-intelligence/generative-ai-guide/ethics

    Cited for: Confidential client data mustn't go into public AI tools. · Checked 28 September 2026

  3. ICAEW · July 2026

    Protecting client confidentiality (regulatory news)

    https://www.icaew.com/regulation/regulatory-news/regulatory-news-2026-07/protecting-client-confidentiality

    Cited for: The July 2026 reminder that Code section 114 (confidentiality) applies inside the firm, including to AI tools. · Checked 28 September 2026

  4. ICAEW · 2026

    Code of Ethics 2026, section 114 (confidentiality)

    https://www.icaew.com/-/media/corporate/files/technical/ethics/code-of-ethics/icaew-code-of-ethics-2026.ashx

    Cited for: The duty of confidentiality a practice owes its clients. · Checked 28 September 2026

  5. GOV.UK (HMRC)

    Use Making Tax Digital for Income Tax: before you use this guide

    https://www.gov.uk/guidance/use-making-tax-digital-for-income-tax/before-you-use-this-guide

    Cited for: MTD for Income Tax thresholds: £50,000 from April 2026, £30,000 from April 2027, £20,000 from April 2028. · Checked 28 September 2026

  6. HMRC Developer Hub · Updated 15 September 2026

    Income Tax (Making Tax Digital) end-to-end service guide

    https://developer.service.hmrc.gov.uk/guides/income-tax-mtd-end-to-end-service-guide/index.html

    Cited for: Software is tested in HMRC's sandbox before production access; HMRC no longer accepts production access requests for new 2026–27 quarterly-update products. · Checked 30 September 2026

  7. HMRC Developer Hub

    Agent Authorisation API (version 2.0, beta)

    https://developer.service.hmrc.gov.uk/api-documentation/docs/api/service/agent-authorisation-api/2.0

    Cited for: Lets an agent check the status of authorisation requests and query active or inactive client relationships, in sandbox and production. · Checked 30 September 2026

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