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MTD - HMRC Compliant Module · How-to guide

Trigger an HMRC Income Tax calculation

Request HMRC calculation after supported business and other Self Assessment information has been updated. 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: Income Tax taxpayers, accountants and authorised agentsModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Income Tax / Approvals
Before you startRequired access: Prepare/review/approve/submit as appropriate; final declaration additionally requires the Production gate. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Request HMRC calculation after supported business and other Self Assessment information has been updated. 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. Complete the supported business updates and other Self Assessment information required outside this module before finalisation.
  2. Go to Tax Centre → Income Tax → HMRC tax calculation.
  3. Enter the tax year.
  4. Select the calculation type appropriate to the stage, including intent-to-finalise when preparing for final declaration.
  5. Trigger HMRC calculation and retain the HMRC calculation ID returned by the workflow.
  6. Resolve any HMRC messages before using that calculation ID for final declaration.

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_income_tax_service.php; libraries/Mtd_approval_service.php; views/admin/income_tax.php; views/admin/review.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.
  • Income Tax final declaration is disabled by default and must remain disabled until the Production gate and exact current declaration wording are satisfied.
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