Checking your client’s eligibility and registering them with HMRC is an important step in staying compliant with MTD for Income Tax. Using Capium makes this process simple by allowing you to verify client details and complete registration quickly and efficiently.
How to sign up your client - Making Tax Digital
Log into Your Agent Services Account
Go to the HMRC Agent Services Account login page.
Click “Sign in now.”
Enter your credentials.
Log in to your Agent Services dashboard.
Locate the MTD for Income Tax Section
Scroll down on the Agent Services homepage.
Find the Making Tax Digital for Income Tax section.
Click “Show” to display all available options.
Click the relevant button to begin signing up your client.
Enter Client Details
You will be redirected to a page requiring your client’s information.
Enter the required details (e.g. UTR, National Insurance number, etc.).
Click “Continue.”
At this stage, HMRC will assess and confirm whether the client qualifies for MTD IT.
Tip: Ensure the client’s income information in Capium matches the data held by HMRC to avoid eligibility issues.
Sign Up the Client
If HMRC confirms the client is eligible
- Click “Sign up this client.”
- Proceed to the next page.
Confirm Compatible Software
HMRC requires confirmation that you are using compatible MTD software.
When prompted:
- Select “Yes” to confirm you use compatible software.
- Click to proceed.
- Capium’s Self-Assessment module supports MTD IT submissions.
Choose When to Start
You will be asked whether you want to:
- Start MTD this tax year, or
- Start from the next tax year
Make your selection carefully based on:
- Client readiness
- Bookkeeping accuracy
- Quarterly reporting capability
Click “Continue.”
Best Practice: If a client’s records are not yet digital-ready, consider preparing workflows internally before opting to start immediately.
Review the Agreement Page
You will now see the agreement page outlining disclosures and responsibilities.
- Review all declarations carefully.
- Click “Accept and continue.”
Review and Edit Income Sources
HMRC will display the client’s income sources.
Review the listed income streams.
Edit or add income sources if required.
Click “Save and next.”
Check Details and Confirm Accounting Method
You will now enter a final review section.
You must:
- Review all income sources
- Confirm the accounting basis:
- Cash basis
- Traditional (accruals) method
Carefully check all data before proceeding.
Click “Save and continue.”
Important: The accounting method selected here must align with what is recorded in Capium to ensure smooth quarterly submissions.
Make the Declaration
Review all information one final time.
Make the declaration.
Submit.
Once completed, your client will be signed up for Making Tax Digital for Income Tax.