Adding MTD Services to Fee Structures
Location: Settings > Fee Structures > [Template Name]

1. Open or create a fee structure template
2. Locate MTD Quarterly Filing service 
   • Toggle ON to include
   • Enter annual service fee (£)
3. Locate MTD Final Declaration service 
   • Toggle ON to include
   • Enter annual service fee (£)
4. You can enable MTD services alongside or independently of Self-Assessment service based on your client service offerings
5. Save template

Applying Fee Structures to Clients

Method 1: Individual Client

1. Open client file
2. Go to Services Required section
3. Click Apply Fee Structure button
4. Select template
5. Click Apply

Method 2: Bulk Application

1. Select multiple clients on Client List
2. Click Bulk Edit
3. In Services section, click Apply Fee Structure
4. Select template
5. Choose which services to: 
   • Turn on
   • Turn off
   • Populate pricing
6. Preview and apply changes

Fee Structure Validation

When applying fee structures with MTD services, the system will apply the configured MTD services and fees to the selected clients.

Fee Projections

MTD services automatically integrate with fee projection reporting:

• Annual revenue from MTD Quarterly Filing
• Annual revenue from MTD Final Declaration
• Combined with other services for total projections
• Available in standard fee projection reports