MTD IT

MTD IT - Client Journeys
In this guide we will cover the full client journey for Making Tax Digital for Income Tax (MTD IT) — from how clients need to be set up in the system, throu...
Fri, 24 Apr, 2026 at 9:50 AM
MTD IT: Bridging Template Workflow (Workflow 1)
Workflow 1 is suitable for clients whose income and expense records are maintained in a spreadsheet, manually imported within the MTD IT module.  T...
Thu, 23 Jul, 2026 at 3:52 PM
MTD IT: 365 Workflow (Workflow 2)
Capium 365 workflow within the MTD IT module. It is the most automated workflow available and is suited to clients who do their income and expense r...
Wed, 20 May, 2026 at 11:44 AM
MTD IT - Capium 365 and Bookkeeping (Workflow 3)
Capium 365 and Bookkeeping workflow within the MTD IT module. It is designed for sole traders who require one or more of the following: VAT regist...
Wed, 20 May, 2026 at 11:44 AM
MTD IT - Bookkeeping Workflow (Workflow 4)
Bookkeeping workflow within the MTD IT module. It is the most common workflow for existing Capium customers who have been using the Bookkeeping module ...
Wed, 5 Aug, 2026 at 10:54 AM
MTD IT - Bulk Authorisation
This article will demonstrate how to authorise the clients in Bulk, If you have already authorised few of your clients by following the steps as mentio...
Wed, 30 Sep, 2026 at 5:46 PM
MTD IT - Linking the Sole Traders and Individuals in Bulk
This article explains how to link sole traders and individuals within the MTD IT module demonstrating how the individuals are linked to multiple sole trader...
Wed, 30 Sep, 2026 at 5:47 PM
Capium 365 - Bulk Assign Individual Clients
This article will guide you to Bulk Assign Individual Clients, which allows accountants to assign multiple individual clients to sole trader Businesses in ...
Wed, 30 Sep, 2026 at 5:51 PM
MTD IT - Choosing the right workflow
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 select...
Wed, 2 Sep, 2026 at 4:00 PM
Using the Dividend Database in MTD IT
Welcome to this quick guide on how to use the Dividend Database in MTDIT. This guide will walk you through the essential steps and best practices to ensure ...
Thu, 11 Jun, 2026 at 4:23 PM