Workflow Manager for MTD and Self Assessment

Real time status tracking

Track technical progress in real time as Workflow Manager updates task status and timestamps automatically from Digita Personal Tax actions.
Workflow Manager monitors your technical progress in Digita Personal Tax and updates your firm-wide dashboard automatically.
  • Hands-Free Task Completion
    : When you perform a technical action in Digita Personal Tax, Workflow Manager marks the related task as Completed. It also shows a live timestamp.
  • Live Audit Trail
    : Managers can view the exact stage of a job. For example,
    Client data requested
     or
    Review completed
    . They don’t need to ask the technical team for updates.

This article applies to:

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