MTD Quarterly Filing Service

Configuring Quarterly Filing
Location: Client File > MTD Quarterly Filing accordion (below Accounts and Returns Details)
 

Fields to Configure:

1. MTD Quarterly Filing Period End - Used as task period end date
   • Date field showing current quarter end date
   • Editable - changing this updates the next due date
2. MTD Quarterly Filing Next Due - Used as task deadline
   • Automatically set to 7th of the following month after period end
   • Subsequent deadlines calculated as 3 months after previous deadline
      

Annual Estimated Income

• Enter the client's estimated annual income
• Must be £50,000 or more

Income Types

• Add one or more income type descriptions
• Click + Income Type to add additional fields
• Click delete icon to remove income types
   

Staff Assignments

Location: Client File > Staff Tasks section

When MTD Quarterly Filing is enabled, assign:

• MTD Quarterly Filing Return Preparation - Select staff member
• MTD Quarterly Filing Return Filing - Select staff member

Location: Client File > Staff Task Monitor section

Assign monitors for:

• MTD Quarterly Filing Return Preparation
• MTD Quarterly Filing Return Filing
  
   

Workflow Templates

Location: Client File > Workflow tab

1. Locate the MTD Quarterly Filing and MTD Final Declaration section
2. Enable/Disable Preparation Tasks - Toggle to control whether preparation tasks are generated
3. Select Workflow Template for: 
   • MTD Quarterly Filing Preparation (if enabled)
   • MTD Quarterly Filing Submission
   • MTD Final Declaration Preparation (if enabled)
   • MTD Final Declaration Submission
4. Templates are applied to auto-generated tasks for this client
   
    

MTD Final Declaration Service

Configuring Final Declaration

Location: Client File > Accounts and Returns Details accordion

When MTD Final Declaration is enabled, these Self-Assessment fields are replaced:

New MTD Fields:

1. Next MTD Final Declaration Return Due - Used as task deadline
2. Latest MTD Final Declaration Return Submitted 
   • Date picker for tracking submission dates
3. MTD Final Declaration Latest Action 
4. MTD Final Declaration Latest Action Date 
5. MTD Final Declaration Period End - Used as task period end date
6. MTD Final Declaration Progress Notes 
   
    

Staff Assignments

Location: Client File > Staff Tasks section

When MTD Final Declaration is enabled, assign:

• MTD Final Declaration Return Preparation - Select staff member
• MTD Final Declaration Return Filing - Select staff member

Location: Client File > Staff Task Monitor section

Assign monitors for:

• MTD Final Declaration Return Preparation
• MTD Final Declaration Return Filing
  
   

Tax Payment Reminders (Rollover from Self-Assessment)

Location: Client File > Accounts and Returns Details

Use existing Tax Amount Due fields:

• Tax Due 31st January - Amount due for first payment
• Tax Due 31st July - Amount due for second payment

These integrate with automated tax payment reminder emails.