Workflow Manager for MTD and Self Assessment

Track third-party submissions

You can use the
Third party submissions
 screen to view quarterly MTD submissions that you or your clients have made using programs other than Digita Personal Tax.
Third-party tracking lets you monitor quarterly updates from various programs, ensuring full visibility of your clients' MTD compliance, regardless of the tools they use.
You can use the
Third party submissions
 screen to monitor submission statuses across all 4 quarters of the tax year, for both open and fulfilled submissions.
Refer to the following for options on the screen:

Tax year selector

Use the
Tax year
 dropdown to switch between tax years. The screen will refresh to show submission data for the selected year.

Automatic HRMC submission status check

Use the
Automatic HMRC submission status check
 switch to opt in to overnight bulk status checking across all your clients during the submission window.
A status label appears beneath the switch to verify the current state:
  • Toggle on
    : HMRC submission statuses are checked in bulk overnight.
  • Toggle off
    : HMRC submission statuses aren't checked overnight.

Open submissions
 and
Fulfilled submissions
 tabs

The screen is divided into 2 tabs:
  • Open submissions
    : shows businesses who have 1 or more quarterly submissions that haven't yet been fulfilled. These are flagged with a red
    Open
     status indicator.
  • Fulfilled submissions
    : shows businesses where the submissions for the selected quarter have been successfully completed. These are indicated with a green
    Fulfilled
     status.
Select the tab to focus on the submission group you want to review.

Quarter tabs

Within each tab, the system groups submissions by quarter. Select
Quarter one
,
Quarter two
,
Quarter three
, or
Quarter four
 to view submissions for that period. The badge number next to each quarter label shows how many submissions exist for that quarter.
The submissions grid
The grid displays the following columns:
  • Client
    : the name of the client. Select the arrow next to a client name to expand or collapse the individual businesses associated with that client.
  • Client code
    : the unique identifier for the client record.
  • Status
    : shows the current submission status.
    note
    • At the client level, this shows a summary count (for example,
      1 Open
       or
      3 Fulfilled
      ).
    • At the business type level, this shows the individual status of each submission.

Search

Use the
Search
 field in the grid to locate a specific client by name or client code. Select the information icon next to the
Search
 field for guidance on supported search terms.

This article applies to:

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