Setup, access and taxpayer profiles

Accounting & Bookkeeping

MTD - HMRC Compliant Module overview

MTD - HMRC Compliant Module overviewUnderstand the Britixo Tax Centre, supported VAT and Income Tax workflows, Accounting dependency and filing controls.MTD - HMRC Compliant Module

Install and activate the MTD - HMRC Compliant Module

Install and activate the MTD - HMRC Compliant ModuleInstall the reusable module through the normal Britixo module lifecycle without modifying Accounting or CRM core files.MTD - HMRC Compliant Module

Verify the Accounting & Bookkeeping dependency

Verify the Accounting & Bookkeeping dependencyConfirm that the current Britixo runtime can prove Accounting is installed and active before preparing any tax filing.MTD - HMRC Compliant Module

Configure the HMRC application environment

Configure the HMRC application environmentSet Sandbox or Production application credentials, redirect URI and encryption requirements at deployment level.MTD - HMRC Compliant Module

Assign MTD - HMRC staff permissions

Assign MTD - HMRC staff permissionsGrant preparation, review, approval, submission, connection, audit and settings permissions using least privilege.MTD - HMRC Compliant Module

Create a taxpayer profile

Create a taxpayer profileCreate the business or individual tax profile used to bind VAT, Income Tax, HMRC authority and filing mode.MTD - HMRC Compliant Module

Choose self, agent or hybrid filing mode

Choose self, agent or hybrid filing modeSelect the filing workflow that matches client self-filing, accountant filing or client-and-accountant review.MTD - HMRC Compliant Module

Enable or keep disabled the client Tax Centre

Enable or keep disabled the client Tax CentreUnderstand the client Tax Centre option, its read-oriented view and why it is disabled by default.MTD - HMRC Compliant Module