Approve and sign MTD for Income Tax submissions on mobile
This article explains how to use the FreeAgent mobile app to approve and sign submissions that your accountant has sent you for Making Tax Digital (MTD) for Income Tax in FreeAgent.
If you use FreeAgent with your accountant or bookkeeper and they’re a FreeAgent Partner, they may submit your quarterly updates, end-of-year updates and/or final declarations on your behalf and send them to you to approve first. That's what we're going to look at here.
If you’re not currently working with an accountant, you may wish to find one through FreeAgent CoPilot.
Please note:
- FreeAgent's MTD for Income Tax functionality on the mobile app is currently only available on iOS devices. The functionality will be available on Android soon.
- Before you can approve a submission using the mobile app, you’ll need have signed up for MTD for Income Tax with HMRC and set up the MTD for Income Tax connection in FreeAgent using the desktop version.
- You’ll need level 7 access or above to approve MTD for Income Tax submissions.
Approve and sign MTD for Income Tax submissions on mobile
1. Navigate to the MTD for Income Tax submission
If your accountant or bookkeeper sends an MTD for Income Tax submission for you to approve, you’ll receive a push notification (if you have these enabled). Tap the notification to be taken straight to the quarterly submission needing approved.
You’ll also receive an action on your ‘Admin To-Do list’. When you tap on the Admin To-Do list item, you’ll see an option to ‘Approve and sign’ the submission in the MTD for Income Tax area within the mobile app.
Alternatively, tap the '☰’ (mobile app navigation menu) button and select ‘MTD for Income Tax’.
From here you’ll be able to see when each submission is due and their status.
Tap the chevron arrow to the right of the update you want to approve.
2. Check your figures
Next, check that you’ve entered all of the relevant data for the quarter. In order to create an accurate quarterly report, FreeAgent needs to have all the details of your properties (if you have an unincorporated landlord account type), bank transactions, invoices, bills and out-of-pocket expenses.
FreeAgent will automatically populate your total income for the quarter in the Income section.
FreeAgent will also automatically populate your total day-to-day running costs for the quarter in the Expenses section.
3. Approve the submission
Once you’re happy with the information, select ‘Approve’.
Select ‘Confirm’ to complete the process.