The MTD IT module allows you to request and record client approval before a submission is sent to HMRC. This gives you a clear record of sign off and reduces delays caused by chasing approvals outside the software.
There are two approval routes in the module:
- Quarterly MTD IT return client approval, which sends an email to your client asking them to approve the cumulative summary before you submit to HMRC.
- Year end tax return filing approval, which will use CapiSign for the final declaration. This is covered at the end of this article.
Quarterly approval is not mandatory. We recommend you speak to your accounting body and review your own internal procedures before deciding whether to use it across your client base.
| Please note: Quarterly approval is a client by client setting and must be enabled when you set each client up. Year end approval works differently and is switched on by default for every client, so no action is needed. |