Email Communications (MTD)

BrightManager provides MTD-specific variables for personalized emails.

MTD Quarterly Filing Variables

Variable	Description
%MTDQUARTERLYPERIOD%	Displays quarter period (e.g., "6th April - 5th July")
%MTDQUARRTERLYPERIODEND%	Quarter period end date
%NEXTMTDQUARTERLYDUE%	Next quarterly filing deadline
%MTDQUARTERLYLATESTACTION%	Current status/latest action
%MTDQUARTERLYLASTESTACTIONDATE%	Date of latest action
%MTDQUARTERLYRECORDSRECEIVED%	Date records were received
%MTDQUARTERLYPROGRESSNOTE%	Progress notes text

MTD Final Declaration Variables

Variable	Description
%NEXTMTDFINALDECLARATIONDUE%	Final declaration deadline
%MTDFINALDECLARATIONRETURNSUBMITTED%	Date return was submitted
%MTDFINALDECLARATIONLATESTACTION%	Current status/latest action
%MTDFINALDECLARATIONLASTESTACTIONDATE%	Date of latest action

Business Details Variable

Variable	Description
%MTDQUALIFYINGYEAR%	Client's MTD qualifying year

Enhanced Service Variable

Variable	Description
%SERVICELIST%	Now includes MTD services in the list

Pre-Built Email Templates

Automated Records Request Templates

Location: Settings > Templates > Automated Record Requesting

MTD Quarterly Filing Return Records Requested Email
This template is used to request information from the client for their quarterly submissions.

MTD Final Declaration Return Records Requested Email
This template is used to request information from the client for their final submissions.

Both templates are fully editable.

Tax Payment Reminder Emails

SA Tax Payment Reminder (31st January) Email and SA Tax Payment Reminder (31st July) Email

These existing templates work with MTD Final Declaration when Tax Amount Due fields are populated.

Letter of Engagement Templates

Self Assessment Proposal Email

Letter of Engagement (Self Assessments & Partnership)

Automatically includes MTD services in Scope of Services section (via %SERVICELIST%)
Separate sections for MTD Quarterly Filing and MTD Final Declaration when applicable
Fully customizable

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