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Filtering and Reporting (MTD)

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

  1. Select "MTD Qualifying Year" from Business Details section
  2. Choose from dropdown: 
    • 2026/27 (Income: £50k+)
    • 2027/28 (Income: £30k+)
    • 2028/29 (Income: £20k+)
  3. Click Add Filter
  4. 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

  1. Click column settings icon
  2. Scroll to MTD-related columns
  3. Toggle columns ON to display: 
    • MTD Qualifying Year
    • MTD Quarterly Filing service details
    • MTD Final Declaration service details
    • Any other MTD-related fields
  4. Columns persist in your view until changed

Saving Filtered Views (Bookmarks)

  1. Apply your desired filters
  2. Click Save Bookmark button
  3. Name your bookmark (e.g., "MTD 2026/27 Clients")
  4. Bookmark saves: 
    • All active filters
    • Column selections
    • Sort order
  5. Access saved bookmarks from dropdown

Tip: Create bookmarks for:

  • Each qualifying year group
  • Clients needing records
  • Clients by service type