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.
Before they can do that, they are asked to confirm they have a Government Gateway account and have signed up for MTD.
If "No", they will be directed to a simple step-by-step guide to walk them through the process.
When "Yes" is selected, they will be automatically redirected to HMRC's site.
They click 'Continue'.
Enter their Government Gateway credentials and sign in.
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.
Clients who earn £90,000 and above will be required to supply complete records with itemised income and expenses.
Clients who earn less than £90,000 can use the simplified record, which shows consolidated income and expenses.
Once downloaded, 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.
When it's time for your clients to upload their submissions, they'll be directed to their dashboard and simply need to click "Start Now" to upload their records.
All they need to do is simply "Click to upload" or drag and drop the record to start the upload, and click "Next".
Once uploaded, they'll see a screen showing an itemised view of their submissions. If they need to make changes, they can click the "Re-upload Expenses" button to upload a new record. Once they are happy with their submission, they just need to submit it for your review or directly to HMRC, whichever option you have previously chosen for your client.
After submitting, they can download their original documents for their records.