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Welcome to our Support

Client Setup (MTD)

Setting the MTD Qualifying Year

Every MTD-applicable client needs a qualifying year assigned. 
 

Location: Client File > Business Details section

  1. Open the client file for a Self-Assessment client
  2. Locate MTD Qualifying Year field
  3. Select from dropdown: 
    • 2026/27 (Income: £50k+)
    • 2027/28 (Income: £30k+)
    • 2028/29 (Income: £20k+)
  4. Click Update Client to save 
     

Enabling MTD Services on Client Files 
Location: Client File > Services Required section 
 

To Enable MTD Quarterly Filing

  1. Toggle MTD Quarterly Filing to ON
  2. Set the service fee (if applicable)
  3. Configure quarterly filing details (see below) 
     

To Enable MTD Final Declaration

  1. Toggle MTD Final Declaration to ON
  2. Set the service fee (if applicable)
  3. Configure final declaration details (see below)