Bulk editing allows you to update multiple clients simultaneously, saving significant time during MTD setup.
Step 1: Select Clients
- Go to the Client List page
- Check the boxes next to clients you want to update
- Use the header checkbox to select all visible clients
- 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
- 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
- Click Preview button (enabled once you make at least one change)
- Review the changes page showing:
- Fields to be updated
- New values
- 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