Welcome to this quick guide on MTD IT Client Approval. This guide will walk you through the essential steps.
HMRC requires client approval before a submission containing the final declaration is made. The MTDIT module allows you to request and capture client approval digitally before submissions are sent to HMRC. The built in approval flow and e-signing provide a clear audit trail and help reduce delays caused by manual sign off processes. The MTDIT module allows you to obtain approvals for both quarterly submissions and the final declaration.
Client Approval
Navigation: Manage > Client Specific
Firstly, navigate to the Manage section and select the client you want to enable client approval for.
Once you are in the client specific area, click on the check box labelled “All Quarters,” then click Save. This will enable client approval in the submission section.
Client Approval - Submission
Navigation: Submissions > Client Specific > View & Submit
Once you have enabled client approval, navigate to the Submissions section and click on View and Submit for the client you want to request approval from. This can be done for both quarterly submissions and the final submission.
From here, navigate to the Summary of Each Category and click on “Submit for Approval,” as shown in the picture below.
