Accountant, agent and hybrid workflows
MTD - HMRC Compliant Module guides for accountant, agent and hybrid workflows.
Accounting & Bookkeeping
Open guide →GuideUse the accountant or agent filing workflow
Use the accountant or agent filing workflowPrepare and review a client filing in Britixo while keeping the taxpayer approval requirement separate from the agent OAuth connection.MTD - HMRC Compliant Module
Open guide →GuideUse the hybrid client-and-accountant workflow
Use the hybrid client-and-accountant workflowCombine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot.MTD - HMRC Compliant Module
Open guide →GuideManage multiple taxpayer profiles as an accountant
Manage multiple taxpayer profiles as an accountantWork with separate taxpayer profiles and connections while preserving tenant and taxpayer boundaries.MTD - HMRC Compliant Module
Open guide →GuideKeep taxpayer and agent HMRC connections separate
Keep taxpayer and agent HMRC connections separateUse the correct authority context for each filing and never reuse one taxpayer token for another taxpayer.MTD - HMRC Compliant Module
Open guide →GuideRecord client approval before agent submission
Record client approval before agent submissionEnsure the exact frozen return has valid client approval before any agent filing can proceed.MTD - HMRC Compliant Module
Open guide →GuideConfigure the agent final-declaration text
Configure the agent final-declaration textConfigure the exact current agent declaration text only at Production go-live and freeze it into the final-declaration snapshot.MTD - HMRC Compliant Module
Open guide →GuideTroubleshoot agent authorisation or 403 errors
Troubleshoot agent authorisation or 403 errorsCheck the software OAuth connection and the separate HMRC client-agent authority when HMRC rejects an agent-context request.MTD - HMRC Compliant Module
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