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Ftax MTD for IT is ready for purchase and use. 15% loyalty discount applies only during April.

As a tax agent what must I do to set up for MTD? (Agent MTD step-by-step guide)

Agent MTD step-by-step guide: 
 

  1. Create an Agent Services Account (ASA): Click here to watch an HMRC video, and here to read HMRC’s instructions on how to create your ASA if you don’t already have one.
  2. Gain authorisation from each client: Click here for instructions on how to transfer existing client authorisations for you to file tax returns on their behalf. New clients may authorise you to file their taxes using a digital handshake.
  3. Authorise Ftax for MTD: As an agent you must inform HMRC Ftax will be used both to submit MTD for VAT and MTD for IT tax returns. This may be done by clicking ‘v’ to the right of your Ftax Account menu bar and selecting ‘HMRC Auth‘. Make sure this links to your MTD ASA and not to your Online Services for Agents account. 
  4. Sign up your clients for MTD: Click here to sign up your eligible clients with HMRC for MTD by entering their income details, National Insurance number, and choosing their start dates.

 

HMRC’s own step-by-step agent MTD guide may be read here.