MTD Assist is a lightweight but powerful tool that fulfils MTD obligations for income tax without the stress, confusion, or clutter of other software solutions.
Inviting the client to join
To enable MTD Assist for a client, navigate to the client's personal tax workspace, select 'Options > Features', check the MTD box, and click 'Save'.
Choose whether the client will make submissions directly to HMRC themselves, or whether you would prefer to review those submissions prior to them being sent. Then click 'Next'
Enter the client's name, email address, and National Insurance number, and then click 'Send Invite'.
The client joining
The client will receive a branded invitation inviting them to set up MTD Assist. They simply click 'View here' to start.
The client will be asked for their mobile number.
And then asked for the verification code, which is sent to their mobile number.
The client is now connected to MTD Assist. The final step is for them to authorise MTD Assist to make submissions to HMRC on their behalf. After clicking 'Next', they will be automatically redirected to HMRC's site.
They click 'Continue'.
To continue, clients will need to set up an online HMRC account and sign up for MTD.
After signing in, the client will be asked to 'Give permission'.
Now that MTD Assist is connected to HMRC, the client is presented with the income sources that HMRC is aware of. They download and save the relevant digital record template for each and click 'Next'.
Their set-up is complete. The dashboard confirms that there is nothing for them to do until they receive an email notification a couple of weeks before the due date of their first quarterly submission.