Step 1: Access Account Settings

1. Navigate to Settings > Account Settings > Services
2. Locate the MTD services section 
    

Step 2: Enable Services

You'll see two MTD service options:

• MTD Quarterly Filing - Toggle ON to enable
• MTD Final Declaration - Toggle ON to enable 
   

You can enable one or both services depending on your practice needs.

Click Save Settings 
 

Important Notes:

• MTD services only appear on Self-Assessment client types
• Once enabled globally, services become available on all qualifying client files
• You can enable or disable services at any time
• If you're disabling a previously enabled service, a modal will appear warning you that the service will be removed from all client files and associated tasks will be deleted for all clients