Bulk editing allows you to update multiple clients simultaneously, saving significant time during MTD setup.

Step 1: Select Clients

1. Go to the Client List page
2. Check the boxes next to clients you want to update 
   • Use the header checkbox to select all visible clients
3. Click the Bulk Edit button
    

Step 2: Update Client Details

On the bulk edit page, you can update:

Client Details

• Client Partner - Select from staff dropdown
• Client Manager - Select from staff dropdown
• MTD Qualifying Year - Select 2026/27, 2027/28, or 2028/29 
  • This field only appears if you've selected at least one Self-Assessment client
     

Services

• Toggle services ON/OFF for all selected clients
• Apply Fee Structure - Apply predefined fee structures
• Service options shown are relevant to selected client types
   

Task Assignees

• Staff Tasks - Assign default task preparers/filers
• Staff Task Monitor - Assign task monitors

Note: All dropdowns show "No change" by default. Only modified fields will be updated.
 

Step 3: Preview Changes

1. Click Preview button (enabled once you make at least one change)
2. Review the changes page showing: 
   • Fields to be updated
   • New values
3. Click Back to make adjustments, or Apply Changes to proceed
    

Step 4: Review Results

The results page shows:

• Fields to be updated
• Success – Number of clients fully or partially updated
• Not Applicable - Updates didn't apply to this client

You can then:

• Return to the client list