Workflow Manager for MTD and Self Assessment

Automate, activate, and monitor using MTD

Automate MTD project creation, track progress, and monitor HMRC authorisation directly through Workflow Manager and Digita Personal Tax.
Workflow Manager is designed to work as a silent partner to your technical work. Workflow Manager integrates directly with Digita Personal Tax. It automates project creation and status tracking. This gives your firm full visibility without increasing admin work for staff.

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 the MTD Annual Project

  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
    MTD
     and select
    Create
    .
  4. Workflow Manager Sync
    : When the return is created in Digita Personal Tax, Workflow Manager creates a matching MTD Annual project.
note
If the MTD Annual project doesn’t appear in Workflow Manager, save your work in Digita Personal Tax. Also check that your workstation has an active internet connection.

Automate Quarterly Project Creation

  1. Open the MTD return screen within Digita Personal Tax.
  2. Select the
    HMRC Import
     button in the
    Setup
     menu.
  3. Follow the prompts to pull the client's business and obligation details directly from HMRC.
  4. Workflow Manager Sync
    : After import, Workflow Manager identifies the client's quarterly requirements. It then creates four Quarterly Update projects. Deadlines are based on live HMRC data.
note
If businesses commenced or ceased part-way through the tax year, Workflow Manager recognises that and only creates the required Quarterly Update projects.
If the MTD Quarterly Update projects don’t appear in Workflow Manager, save your work in Digita Personal Tax. Also check that your workstation has an active internet connection.

Monitor Agent Authorisation

The Authorisation screen shows your HMRC authorisation status for MTD clients. You can quickly view where each client is in the process and take action if needed.

This article applies to:

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