Step 1: Access Account Settings
- Navigate to Settings > Account Settings > Services
- 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