Client List Filtering
MTD Service Filters
Location: Client List > Add Filters > Services Required
MTD Quarterly Filing Service (Yes/No)
- Add Column: Adds service to table without filtering
- Yes: Shows only clients with service enabled
- No: Shows only clients without service enabled
MTD Final Declaration Service (Yes/No)
- Same functionality as Quarterly Filing
MTD Business Details Filter
Location: Client List > Add Filters > Business Details
MTD Qualifying Year
- Select "MTD Qualifying Year" from Business Details section
- Choose from dropdown:
- 2026/27 (Income: £50k+)
- 2027/28 (Income: £30k+)
- 2028/29 (Income: £20k+)
- Click Add Filter
- Results display with MTD Qualifying Year column added
MTD Quarterly Filing Details Filter
Location: Client List > Add Filters > MTD Quarterly Filing Details (new section)
Available filters:
- MTD Quarterly Filing Period End (Date)
- MTD Quarterly Filing Next Due (Date)
- MTD Quarterly Filing Latest Action (Status)
- MTD Quarterly Filing Latest Action Date (Date)
- Records Received (Date)
- Progress Note (Text)
Accounts and Returns Details
Location: Client List > Add Filters > Accounts and Returns Details
New MTD Final Declaration filters:
- Next MTD Final Declaration Return Due (Date)
- Latest MTD Final Declaration Return Submitted (Date)
- MTD Final Declaration Latest Action (Status)
- MTD Final Declaration Latest Action Date (Date)
Column Management
Location: Client List > Column Settings icon
- Click column settings icon
- Scroll to MTD-related columns
- Toggle columns ON to display:
- MTD Qualifying Year
- MTD Quarterly Filing service details
- MTD Final Declaration service details
- Any other MTD-related fields
- Columns persist in your view until changed
Saving Filtered Views (Bookmarks)
- Apply your desired filters
- Click Save Bookmark button
- Name your bookmark (e.g., "MTD 2026/27 Clients")
- Bookmark saves:
- All active filters
- Column selections
- Sort order
- Access saved bookmarks from dropdown
Tip: Create bookmarks for:
- Each qualifying year group
- Clients needing records
- Clients by service type