Workflow Manager for MTD and Self Assessment

Automate and activate using Digita Personal Tax

Automate Self Assessment project creation and activation in Workflow Manager directly from actions completed in Digita Personal Tax.
Workflow Manager works quietly alongside your technical work. With direct integration to Digita Personal Tax, it automates project creation and status tracking. Your firm gets full visibility, without adding to your staff's admin work.

Automate Project Creation

Workflow Manager creates MTD and Self Assessment projects based on the actions you take within Digita Personal Tax. You don’t need to set up these projects manually.

Activate Self Assessment Projects

  1. Open the specific client record in Digita Personal Tax.
  2. Go to the
    Forms
     tab and select
    Create Tax Return
    .
  3. From the list of available forms, choose the relevant Self Assessment tax return and select Create.
  4. Workflow Manager Sync
    : When this return is created in Digita Personal Tax, Workflow Manager creates a matching Self Assessment project. This happens automatically.
note
The use of Workflow Manager for Self Assessment projects is optional. It can be turned on by selecting
Activate Workflow Manager for automatic project and report creation
 in Database Security under Practice Details. If you have existing tax returns for which no project has been created, go to
Tools
Workflow Manager
Create Projects for Existing Tax Returns
.
If the Self Assessment project doesn’t appear in Workflow Manager, check that you saved your work in Digita Personal Tax. Also check that your workstation is connected to the internet. This lets the sync complete.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)