Tax and payroll / MTD for Income Tax
Prepare quarterly Income Tax updates from client books
Accountants working with sole traders and landlords keep quarterly work with the client’s books and review the periods HMRC expects.
Live filing starts once HMRC approves the software.
S SecureWire Workflow illustration
Example workflow
ExampleMTD for Income Tax
Example clientExample steps
Open the client’s booksIn progress
JLReview the year-to-date figuresNot started
SKCheck the periods HMRC expectsNot started
AMPrepare the quarterly updateNot started
JLOpen the client’s books01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Accountants can prepare year-to-date self-employment figures from the ledger and check the periods HMRC expects without rebuilding those totals.
How it works
- Open the client’s books
- Review the year-to-date figures
- Check the periods HMRC expects
- Prepare the quarterly update
Prepare self-employment figures
Build cumulative year-to-date self-employment figures from the books for quarterly updates. Property income updates from the books are not available.
Review the year-to-date figuresReview obligations
Use the taxpayer’s authorisation to see which periods HMRC expects. Designed for Making Tax Digital for VAT and Income Tax, and for RTI payroll.
Check the periods HMRC expectsRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.