MTD - HMRC Compliant Module · How-to guide

Deactivate or replace the MTD module safely

Deactivate or replace code without deleting historic tax records; preserve filings, approvals, audit evidence and Accounting data. 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, implementation engineers and authorised tax leadsModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Overview / Settings / Audit Trail
Before you startRequired access: Administrator or relevant MTD settings/audit 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

Deactivate or replace code without deleting historic tax records; preserve filings, approvals, audit evidence and Accounting data. 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. Export/record the release checksum and current module version before replacement.
  2. Use the native module replacement/deactivation process; do not run direct DROP/DELETE database commands.
  3. Do not delete mtd_* history merely because the PHP module is deactivated.
  4. After replacement, reactivate so the idempotent installer can ensure required module-owned schema exists.
  5. Check profiles, encrypted connections, obligations, snapshots, approvals, submissions and audit events remain present for the tenant.
  6. Re-run Accounting readiness and HMRC Sandbox/Production health checks before the next filing.

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 libraries/Mtd_hmrc_config.php; libraries/Mtd_hmrc_gateway.php; docs/HMRC_PRODUCTION_GATE.md; README.md. 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.