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MTD - HMRC Compliant Module · How-to guide

Use the hybrid client-and-accountant workflow

Combine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot. 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: Accountants, bookkeepers, tax agents and their clientsModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Settings / Approvals / VAT / Income Tax
Before you startRequired access: Agent/reviewer permissions plus valid taxpayer approval and the appropriate HMRC authority. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Combine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot. 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. Maintain the bookkeeping and source records in Britixo Accounting & Bookkeeping.
  2. Prepare the VAT or Income Tax snapshot from the verified digital-link adapter.
  3. Have the accountant/reviewer inspect the frozen payload and source evidence.
  4. Record professional review/agent approval where the filing mode requires it.
  5. Present the same frozen snapshot to the taxpayer/client and record client approval.
  6. Submit only after the exact snapshot has the required approvals; changing tax data requires a fresh snapshot/approval.

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_oauth_service.php; libraries/Mtd_approval_service.php; controllers/Mtd_hmrc_compliant.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.
  • Agent OAuth authorises the software connection only; the supplied v1.0.0 module does not create the legal HMRC client-agent relationship. Establish/verify that relationship separately through the appropriate HMRC process.
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 guidanceClient portal topicOpen related guidance