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MTD - HMRC Compliant Module · How-to guide

Create a taxpayer profile

Follow this guide to create the business or individual tax profile used to bind VAT, Income Tax, HMRC authority and filing mode. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Administrators, finance managers and authorised tax staffModule v1.0.0Code-backed
Jump to steps
Where to goSetup → Modules / Tax Centre → Settings
Before you startRequired access: Administrator or the relevant MTD settings/access permission. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Create the business or individual tax profile used to bind VAT, Income Tax, HMRC authority and filing mode. The MTD module stores tax profiles, HMRC authority, obligations, frozen filing snapshots, approvals and audit evidence, while Accounting remains the primary financial record system.

Follow these steps

  1. Go to Tax Centre → Settings.
  2. In Taxpayer profile, enter a clear Profile name.
  3. Select Business or Individual as the entity type.
  4. Select Hybrid client + accountant, Client self filing, or Agent filing.
  5. Enter only the identifiers that apply: VAT registration number, National Insurance number and/or UTR.
  6. Tick VAT and/or Income Tax only for regimes this profile will actually use.
  7. Save the profile and verify that the masked identifiers appear in Profiles & HMRC authority.

Checks before you continue

Taxpayer profileAlways verify the correct profile, tax regime and masked identifiers before preparing or submitting.
Tenant contextTax records, HMRC authority and audit history must stay inside the current Britixo tenant/runtime.
Accounting sourceSource tax figures must come through the verified Accounting digital-link adapter with transaction lineage.
Approval stateThe exact frozen snapshot must carry the approvals required by its filing mode before HMRC submission.

Technical basis for this guidance

This guide was checked against mtd_hmrc_compliant.php; controllers/Mtd_hmrc_compliant.php; views/admin/settings.php; install.php. The user instructions describe only behaviour exposed or enforced by the supplied module. Internal secrets, encrypted token values and database identifiers are intentionally not shown to ordinary users.

Compliance and operational boundaries

  • Britixo Accounting & Bookkeeping remains the authoritative ledger; the MTD module is a tax preparation/submission layer.
  • Government Gateway usernames and passwords must never be entered into or stored by Britixo.
  • A tax filing must not proceed when transaction-level digital lineage cannot be proven.
Accounting interlinkFor transaction creation, tax mappings, banking, reconciliation, journals, reports and source-document corrections, use the Accounting & Bookkeeping Help Centre. Correct the bookkeeping source first; do not type replacement totals into MTD merely to clear an error.
Accounting & BookkeepingOpen related guidanceAll MTD - HMRC Compliant guidesOpen related guidance