You will first need to invite a client to set up MTD Assist.
After inviting a client, the workspace will display this message until the client has completed their setup.
After the client has completed their setup, a report will appear showing any recent and upcoming obligations. If 'Completed', you can click on a submission to view the summary provided to HMRC.
Private messenger
MTD Assist features a private messenger, enabling you to collaborate securely from the client's workspace. This keeps communication out of email and available to other team members.
You will receive a notification when a new message arrives.
You have the option to reply to the client or add an internal note, where you can @mention other team members to bring them into the conversation. Internal notes are not visible to the client.