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MTD - HMRC Compliant Module · How-to guide

Review MTD approval evidence

Follow this guide to review approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history. 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: Taxpayers, reviewers, accountants, auditors and authorised submittersModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Approvals / Audit Trail
Before you startRequired access: Review, approval, submit or audit permission as applicable. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Review approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history. 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 → Approvals and select Review for the required snapshot.
  2. Verify the snapshot ID, regime, period reference and hash.
  3. Check each approval type and actor recorded against the snapshot.
  4. Verify the approval remains valid and the stored snapshot_hash matches the current frozen snapshot.
  5. For agent filing, verify client approval exists plus the required professional/agent approval.
  6. Use the Audit Trail for chronological evidence of preparation, approval and submission activity.

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_approval_service.php; models/Mtd_hmrc_model.php; views/admin/approvals.php; views/admin/audit.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 guidanceApproval topicOpen related guidanceData, privacy & securityOpen related guidance