Overview

This article explains how to choose the correct workflow for your clients within the MTD IT module in Capium. There are four available workflows, and selecting the right one depends on your client's income type and the services they require. This guide will walk you through the decision flowchart and explain each workflow so that you can make the most appropriate choice for each client.


The Four MTD IT Workflows

Capium supports four workflows within the MTD IT module:

  1. Bridging Workflow - Suitable for clients where data is managed outside of Capium and submitted via a bridging solution.
  2. Capium 365 Workflow - Uses the Capium 365 Client Portal to collect and manage client data.
  3. Capium 365 with Bookkeeping Workflow - Combines the Capium 365 Client Portal with the Bookkeeping module for a more integrated approach.
  4. Bookkeeping Only Workflow - Uses the Bookkeeping module in Capium as the sole source of data for MTD IT submissions.

Each workflow has its own set of advantages and considerations. You should review these carefully before assigning a workflow to a client.


Using the Decision Flowchart

The decision flowchart is designed to help you identify which workflow is best suited for each client. Each income type has its own set of questions that you must work through in order to arrive at the correct workflow.


Important: If your client has more than one source of income, for example a sole trader who also has landlord income, you must follow the decision flowchart for each income type separately before making your final decision.


For Sole Trader clients, work through the following questions:

  1. Does your client require annual accounts?
  2. Does your client require VAT or CIS returns?
  3. Does your client run payroll?

If the answer to any of the above questions is yes, you must use Workflow 3 (Capium 365 with Bookkeeping) or Workflow 4 (Bookkeeping Only).

If the answer to all of the above questions is no, you may proceed with Workflow 1 (Bridging) or 


Clients with Multiple Income Streams

If your client has multiple income streams, you do not need to use the same workflow for every stream. You can support different workflows for different income types simultaneously. For example, you may use the Bookkeeping workflow for a client's sole trader income and the Capium 365 workflow for their landlord income.


The recommendation is to choose the workflow that is most consistent across your client base. This makes record keeping more straightforward for your practice and makes it easier for your clients to track their earnings and expenses.


Next Steps

Once you have selected the appropriate workflow for your client, dedicated articles and video guides are available for each workflow, covering the full end-to-end journey including setup and features. Please scroll to the bottom of this article to access the relevant workflow guides.