MTD - HMRC Compliant Module

Accounting & Bookkeeping

MTD - HMRC Compliant Module overview

MTD - HMRC Compliant Module overviewUnderstand the Britixo Tax Centre, supported VAT and Income Tax workflows, Accounting dependency and filing controls.

Install and activate the MTD - HMRC Compliant Module

Install and activate the MTD - HMRC Compliant ModuleInstall the reusable module through the normal Britixo module lifecycle without modifying Accounting or CRM core files.

Verify the Accounting & Bookkeeping dependency

Verify the Accounting & Bookkeeping dependencyConfirm that the current Britixo runtime can prove Accounting is installed and active before preparing any tax filing.

Configure the HMRC application environment

Configure the HMRC application environmentSet Sandbox or Production application credentials, redirect URI and encryption requirements at deployment level.

Assign MTD - HMRC staff permissions

Assign MTD - HMRC staff permissionsGrant preparation, review, approval, submission, connection, audit and settings permissions using least privilege.

Create a taxpayer profile

Create a taxpayer profileCreate the business or individual tax profile used to bind VAT, Income Tax, HMRC authority and filing mode.

Choose self, agent or hybrid filing mode

Choose self, agent or hybrid filing modeSelect the filing workflow that matches client self-filing, accountant filing or client-and-accountant review.

Enable or keep disabled the client Tax Centre

Enable or keep disabled the client Tax CentreUnderstand the client Tax Centre option, its read-oriented view and why it is disabled by default.

Connect a taxpayer to HMRC

Connect a taxpayer to HMRCStart the taxpayer OAuth journey from a profile and return to Britixo with a tenant-bound HMRC connection.

Connect an accountant or agent OAuth authority

Connect an accountant or agent OAuth authorityConnect an authorised agent context to Britixo without storing Government Gateway credentials.

Understand agent OAuth versus client-agent authorisation

Understand agent OAuth versus client-agent authorisationDistinguish software OAuth from the separate legal HMRC relationship between an agent and each client.

Renew or reconnect an HMRC authority

Renew or reconnect an HMRC authorityRecover when an HMRC connection expires, is revoked or is marked for reauthorisation.

Capture HMRC fraud-prevention browser context

Capture HMRC fraud-prevention browser contextAllow the module to collect the browser and session context required for HMRC fraud-prevention headers.

Protect the HMRC client secret and encryption key

Protect the HMRC client secret and encryption keyKeep application secrets server-side and ensure stored OAuth material remains encrypted and tenant-bound.

Keep HMRC Sandbox and Production separated

Keep HMRC Sandbox and Production separatedUse Sandbox for development and only enable Production after the deployment passes the required configuration and approval gates.

Understand Accounting as the MTD source of truth

Understand Accounting as the MTD source of truthUse Britixo Accounting & Bookkeeping as the authoritative ledger; the MTD module must not become a second ledger.

Check MTD Accounting readiness

Check MTD Accounting readinessReview the Tax Centre readiness result and resolve blockers before preparing VAT or Income Tax data.

Provide the VAT digital-link adapter contract

Provide the VAT digital-link adapter contractSupply the nine VAT totals plus transaction-level source manifest through the verified Accounting integration hook.

Provide the Income Tax digital-link adapter contract

Provide the Income Tax digital-link adapter contractSupply cumulative or annual business totals and source lineage for the selected HMRC business source.

Understand source manifests and frozen hashes

Understand source manifests and frozen hashesSee how transaction lineage, source hashes and payload hashes bind the Accounting data to a filing snapshot.

Troubleshoot DIGITAL_LINEAGE_MISSING

Troubleshoot DIGITAL_LINEAGE_MISSINGResolve the fail-closed compliance blocker that appears when transaction-level lineage is absent.

Run the Accounting-to-MTD preparation checklist

Run the Accounting-to-MTD preparation checklistReconcile Accounting, verify mappings and source records, then prepare the tax snapshot only when the ledger is ready.

Sync VAT obligations from HMRC

Sync VAT obligations from HMRCRetrieve the taxpayer VAT periods and due dates from HMRC before preparing a return.

Understand open and fulfilled VAT obligations

Understand open and fulfilled VAT obligationsUse the HMRC obligation status to determine whether Britixo can prepare a return for the selected period.

Prepare a VAT Return from Accounting

Prepare a VAT Return from AccountingCreate a frozen VAT snapshot from the verified Accounting digital-link adapter for an open HMRC obligation.

Review the nine VAT Return values

Review the nine VAT Return valuesCheck the nine HMRC VAT values, calculations and transaction lineage before approval.

Resolve VAT compliance blockers before approval

Resolve VAT compliance blockers before approvalClear missing lineage, invalid totals or other blocking validation results before recording approval.

Record client approval for a VAT Return

Record client approval for a VAT ReturnBind taxpayer/client approval to the exact frozen VAT snapshot before submission.

Record professional review for agent VAT filing

Record professional review for agent VAT filingRecord accountant, reviewer or agent approval in addition to client approval when the filing mode requires professional review.

Submit the approved VAT Return to HMRC

Submit the approved VAT Return to HMRCSubmit only the exact approved frozen payload and prevent an accidental duplicate filing attempt.

Sync VAT liabilities, payments and penalties

Sync VAT liabilities, payments and penaltiesRefresh HMRC financial information after filing so staff can review tax-account status without altering the historic filing snapshot.

Handle VAT corrections and duplicate-submission risk

Handle VAT corrections and duplicate-submission riskPreserve filed history, create a correction workflow for later Accounting changes and do not blindly retry ambiguous submissions.

Enable Making Tax Digital for Income Tax on a profile

Enable Making Tax Digital for Income Tax on a profileEnable the Income Tax regime on the correct taxpayer profile before syncing HMRC business sources.

Sync Income Tax businesses and obligations

Sync Income Tax businesses and obligationsRetrieve HMRC business details and obligations for the taxpayer through the configured Income Tax APIs.

Understand HMRC Business IDs in Britixo

Understand HMRC Business IDs in BritixoUse the HMRC business ID to keep each self-employment or property business source separate in preparation and filing.

Prepare self-employment Income Tax data

Prepare self-employment Income Tax dataPrepare a cumulative or annual self-employment dataset for the selected HMRC Business ID.

Prepare UK property Income Tax data

Prepare UK property Income Tax dataPrepare a cumulative or annual UK property dataset for the selected HMRC Business ID.

Prepare foreign property Income Tax data

Prepare foreign property Income Tax dataPrepare a cumulative or annual foreign property dataset for the selected HMRC Business ID.

Prepare an Income Tax cumulative update

Prepare an Income Tax cumulative updateCreate a frozen cumulative business submission from Accounting for the selected business and tax year.

Choose the Income Tax period end date

Choose the Income Tax period end dateUse the period end required for the business update and keep it consistent with the HMRC obligation and Accounting records.

Prepare an Income Tax annual business submission

Prepare an Income Tax annual business submissionCreate the annual business dataset only after the tax-year Accounting records and adjustments for that source are ready.

Review an Income Tax frozen snapshot

Review an Income Tax frozen snapshotReview payload, source hash, validation, regime, period and business-source metadata before approval.

Submit an approved Income Tax business update

Submit an approved Income Tax business updateSend the exact approved cumulative or annual business payload through the correct HMRC endpoint.

Trigger an HMRC Income Tax calculation

Trigger an HMRC Income Tax calculationRequest HMRC calculation after supported business and other Self Assessment information has been updated.

Understand the HMRC calculation ID

Understand the HMRC calculation IDKeep the HMRC calculation identifier with the tax-year workflow because final declaration preparation is bound to it.

Understand the Income Tax final declaration gate

Understand the Income Tax final declaration gateKeep final declaration disabled until Production approval/testing and exact current taxpayer/agent declaration wording are configured.

Prepare, review and submit the final declaration

Prepare, review and submit the final declarationFreeze the final declaration instruction against the HMRC calculation ID, collect required approvals and submit only when the Production gate is enabled.

Use the accountant or agent filing workflow

Use the accountant or agent filing workflowPrepare and review a client filing in Britixo while keeping the taxpayer approval requirement separate from the agent OAuth connection.

Use the hybrid client-and-accountant workflow

Use the hybrid client-and-accountant workflowCombine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot.

Manage multiple taxpayer profiles as an accountant

Manage multiple taxpayer profiles as an accountantWork with separate taxpayer profiles and connections while preserving tenant and taxpayer boundaries.

Keep taxpayer and agent HMRC connections separate

Keep taxpayer and agent HMRC connections separateUse the correct authority context for each filing and never reuse one taxpayer token for another taxpayer.

Record client approval before agent submission

Record client approval before agent submissionEnsure the exact frozen return has valid client approval before any agent filing can proceed.

Configure the agent final-declaration text

Configure the agent final-declaration textConfigure the exact current agent declaration text only at Production go-live and freeze it into the final-declaration snapshot.

Troubleshoot agent authorisation or 403 errors

Troubleshoot agent authorisation or 403 errorsCheck the software OAuth connection and the separate HMRC client-agent authority when HMRC rejects an agent-context request.

Understand frozen MTD return snapshots

Understand frozen MTD return snapshotsUse the immutable snapshot as the exact tax data reviewed, approved and later submitted to HMRC.

Understand when an MTD approval becomes invalid

Understand when an MTD approval becomes invalidRequire a new approval whenever the snapshot hash changes rather than carrying approval onto different tax data.

Review MTD approval evidence

Review MTD approval evidenceReview approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history.

Review the append-only MTD audit trail

Review the append-only MTD audit trailUse the module Audit page to inspect connection, preparation, approval, submission and other recorded tax events.

Understand submission locks and duplicate protection

Understand submission locks and duplicate protectionPrevent simultaneous or repeated submission of the same logical filing while an HMRC request is in progress.

Handle an unknown or failed HMRC submission state

Handle an unknown or failed HMRC submission stateDo not assume a network error means HMRC rejected the filing; verify status before any retry.

Use MTD - HMRC Compliant across Britixo SaaS tenants

Use MTD - HMRC Compliant across Britixo SaaS tenantsActivate the same reusable module through each authorised tenant runtime while keeping data in the active tenant database.

Understand MTD tenant isolation

Understand MTD tenant isolationSee how the module derives a tenant key and scopes tax records, approvals, OAuth states, tokens, obligations and audit data.

Activate MTD for an authorised SaaS tenant

Activate MTD for an authorised SaaS tenantUse the existing SaaS tenant module lifecycle so install.php runs inside the tenant runtime without direct database commands.

Understand central HMRC app credentials and tenant OAuth

Understand central HMRC app credentials and tenant OAuthKeep Britixo application credentials under controlled deployment configuration while each taxpayer or agent grants their own HMRC authority.

Configure the OAuth redirect URI for your deployment

Configure the OAuth redirect URI for your deploymentUse the configured redirect URI or the current site callback route and ensure it matches the HMRC application registration.

Troubleshoot the HMRC Production readiness panel

Troubleshoot the HMRC Production readiness panelResolve missing client ID, secret, encryption key, redirect URI, vendor public IP or final-declaration configuration errors.

Troubleshoot common MTD HMRC API errors

Troubleshoot common MTD HMRC API errorsSeparate authorisation, data-validation, service and unknown-submission failures before deciding the next action.

Run the MTD HMRC Production go-live checklist

Run the MTD HMRC Production go-live checklistVerify Accounting digital linkage, HMRC subscriptions, fraud headers, OAuth, declarations, permissions and controlled live testing before Production filing.

Deactivate or replace the MTD module safely

Deactivate or replace the MTD module safelyDeactivate or replace code without deleting historic tax records; preserve filings, approvals, audit evidence and Accounting data.

Purchase Management

Purchase records that may feed Accounting before tax preparation.

Inventory & Warehousing

Stock and warehouse source controls that support Accounting accuracy.

eCommerce & POS

Sales, tender and stock operations that must reconcile into Accounting.

Human Resource Management

Payroll-related source workflows where applicable to Accounting.

e-Invoice

Invoice compliance workflows connected to the underlying accounting records.