Alongside quarterly approval, the MTD IT module will offer an approval route for the year end final submission, allowing your client to review the calculations and supporting PDFs and sign them off electronically through CapiSign.

For approval on quarterly submissions, see MTD IT: Requesting Quarterly Client Approval.


CapiSign integration: coming soon

The automatic CapiSign integration for the year end final submission workflow will form part of a future release and is not available in the module yet. We will publish a dedicated article covering the process once it goes live.


Obtaining year end approval in the meantime

For the 2025/26 tax year, where the final declaration is due by 31 January 2027, you can obtain approval manually.

Navigation > MTD IT > Submissions > Select a client > View & Submit

  1. Review the client's figures and complete any adjustments and allowances.
  2. Export the client's figures from the module as a PDF.
  3. Upload the PDF into the CapiSign module and send it to your client for signature.
  4. Once your client has signed, return to MTD IT and complete the final submission.

For the steps on uploading and sending a document for signature, see CapiSign: Uploading and Sending a Document for Signature.

Keep the signed document on file as your record of client approval for the final declaration.