Skip to main content New MTD for Income Tax tools to give your practice more visibility and control
Managing multiple clients’ Making Tax Digital (MTD) for Income Tax submissions is set to be a demanding task, especially when it comes to keeping track of every stage and deadline. That’s why we’re thrilled to introduce powerful new features designed to give you and your team clarity and control over your compliance workflow.
Key information all in one place
We’re rolling out the MTD for Income Tax submission summary report page on your Practice Dashboard, providing a single, centralised view of all your MTD for Income Tax clients’ submission statuses and upcoming obligations.
This update is all about giving you clear visibility of which clients need attention and when, enabling you to manage deadlines proactively, reduce the risk of missing filings, and easily navigate directly to the client submission pages you need. No more switching into client accounts (or other systems!) to find key information.
More control, less stress
We’ve also added new practice-level controls for approvals, submissions, and client visibility, helping your firm maintain compliance, reduce admin, and deliver a more streamlined client experience.
These new tools give you the power to:
- easily switch approvals on or off for all MTD submission types. Best of all? These approval changes are tracked in the client’s audit trail.
- have a final say on filing, preventing clients from filing directly to HMRC for both Self Assessment and MTD for Income Tax.
- manage client views - including hiding the ‘Taxes > Self Assessment’ tab, and which Self Assessment and MTD for Income Tax obligations clients can see on their Tax Timeline, giving them a tailored and streamlined view.
This is only the first phase of more exciting updates that will help you and your clients make MTD for Income Tax submissions a breeze. Watch this space for more announcements coming soon, including bulk filing!
