To submit under MTD IT, you must first authorise the software to connect with HM Revenue & Customs. This process securely links your Agent Services Account (ASA) with the software, allowing it to interact with HMRC on your client’s behalf.
Navigation: MTD IT >Manage > Select Client >Start Authorisation
1. Open the MTD IT
From your dashboard, search for and open the relevant client.
Click Start Authorisation
Click on Authorise with HMRC (this may appear as Authorise Capium MTD IT).
2. HMRC Authorisation Process
Once clicked on Start Authorisation
You will be redirected to the HRMC authorisation page, select Continue
Click Sign in to the HRMC Online services.
3. Complete HMRC Authorisation
Sign in using your Agent Services Account (ASA) credentials
Once signed in this will allow the software to connect with HRMC
Click Give permission.
4. HMRC Confirmation & Status Update
Once the authorisation is approved, HMRC will confirm the request.
You will then be redirected back to Capium automatically.
The client’s MTD IT status should update to Authorised.
Note: If the status does not update immediately, refresh the page or re-open the client record to confirm the authorisation has been successfully applied.
You will be able to review and verify the client’s income sources and proceed with setting up the tax return within the system.