Making Tax Digital for Income Tax (MTD IT) is being introduced in phases by HRMC to ensure a smooth and structured transition for taxpayers and agents. 

The rollout will bring individuals into the regime gradually over a three-year period, based on income thresholds and HMRC’s eligibility criteria. As an agent, it is essential to proactively identify which clients fall within scope and register them in time. 

 


1. Identify Affected Clients in Capium (For Existing Customers) 

 

To support you through this transition, Capium has developed a dedicated     M    MTD IT Income Threshold Report within the Self-Assessment module. 

 

How to Access the Report: 

 

Navigate to: Self-Assessment > MTD IT Income Report 

 

Alternatively, click the direct link to be redirected. 

 

The MTD IT Income Report allows you to: 

  • Review income levels across your entire Self-Assessment client base 
  • Identify clients likely to fall within MTD IT thresholds 
  • Plan registrations in advance of mandation dates 


For detailed guidance on how to run the MTD IT report, please refer to our dedicated help article. 

For information on how to run the MTD IT article for the dedicated article.  

Please click on this link 


2. Verify Eligibility via HMRC Agent Services Account


Once you have compiled your client list in Capium, the next step is to verify each client’s eligibility through your HMRC Agent Services Account (ASA).


If the client meets the qualifying criteria, you can proceed with registering them for Making Tax Digital for Income Tax (MTD IT) at the same time.


Please refer to the link below to access our dedicated help article, which provides step-by-step guidance on how to complete this process within your Agent Services Account.


 Please click on the link   



3. Authorise Capium as Your MTD IT Software


Once the sign-up process with HRMC is complete, your practice will be ready to manage digital record keeping, quarterly updates, and final declarations for MTD IT within Capium.


However, registration alone is not sufficient. After signing the client up for MTD IT via HMRC, you must also authorise Capium to act as your MTD IT software for that client.


This authorisation is completed directly from the client’s MTD IT setup screen within Capium and establishes the secure connection required to submit updates and declarations to HMRC.


Once authorised, you can confidently manage the client’s MTD IT obligations fully within Capium.


Please follow the link below to access our dedicated help article explaining how to authorise Capium as your MTD IT software.


Please click the link