Manage your clients’ MTD for Income Tax submissions in bulk
This article explains how to send Making Tax Digital (MTD) for Income Tax submissions to your clients for approval and then file them, or mark them as filed, in bulk from your Practice Dashboard.
Please note:
- You'll only be able to perform the actions below on behalf of clients once you've set up your practice and clients for MTD for Income Tax.
- Senior account managers can send submissions for approval and file, or mark as filed, all clients’ submissions, whereas non-senior account managers can only do this for the clients who are assigned to them or are part of the same account manager and client group.
1. Navigate to the MTD for Income Tax submissions area
To access the MTD for Income Tax submissions area, log in to your Practice Dashboard and select the ‘axes’ tab. Then, select ‘MTD for Income Tax’ from the drop-down menu.
2. Send submissions to clients for approval
If approvals have been turned on for MTD for Income Tax submissions, navigate to the ‘Approval required’ tab. If approvals haven’t been turned on, you can skip to filing the submissions or marking them as filed.
To send submissions to clients for approval in bulk, select the checkbox next to each relevant submission. To quickly select all the items on a page, tick the box that appears to the left of the ‘Client name’ column.
Please note that you can select up to 25 submissions at a time and you can only send quarterly updates to clients for approval in bulk. To send an end-of-year update or final declaration to a client for approval, you’ll need to switch to the client’s account.
Read how to automate clients’ quarterly MTD for Income Tax approvals or send MTD for Income Tax submissions to a client for approval.
Select ‘Request approval’ to send the selected submissions to clients for approval.
Please note that when sending requests for approval in bulk, you can only cover one tax year at a time for each client. This means that if you’ve selected submissions belonging to multiple tax years, only the earliest occurring tax year’s submissions will be sent to the client for approval.
A default message will appear in the ‘Message’ field but you can edit this text if you wish. Enter your name in the ‘Signed by’ field and select ‘Yes, send for approval’ to complete the process.
You can also choose whether or not you want to send a notification to your client via email that you’ve sent a request for approval by ticking the ‘Send by email notification’ checkbox.
3. File the submissions to HMRC
Once the submissions have been approved by your clients (if approvals are set as required), you’ll receive an email to let you know your clients have approved their submissions. These submissions will now appear in the ‘Ready to file’ tab.
To file submissions in bulk, select the checkbox next to each relevant submission. To quickly select all the items on a page, tick the box that appears to the left of the ‘Client name’ column.
Please note that you can select up to 25 submissions at a time and you can only file quarterly updates in bulk. To send an end-of-year update or final declaration, you’ll need to switch to each client’s account and file from there.
Select ‘Send to HMRC’ to file the submissions.
A pop-up window will appear asking if you’re sure you want to send the selected updates to HMRC.
Select ‘Yes, send updates’ to proceed.
Mark submissions as filed
If you’re not filing the submissions using FreeAgent, select the checkbox next to each relevant submission and select ‘Mark as filed’.
A pop-up window will appear asking if you’re sure you want to mark the selected updates as filed.
Select ‘Yes, mark as filed’ to proceed.
Please note that marking end-of-year updates and final declarations as filed will automatically mark their respective quarterly updates as filed.