Onboarding

Welcome to Thomson Reuters Making Tax Digital for Income Tax

To access Making Tax Digital (MTD) in Digita Personal Tax, ensure you received a notification verifying you are ready to complete the onboarding steps.
Before you begin, register your clients who are mandated to file their quarterly submission through MTD.
Additionally, you will need to create your Agent Services Account (ASA) if you haven't already: How do I set up an Agent Services Account for Making Tax Digital for Income Tax clients?

Onboarding for MTD

Turn on your team's Making Tax Digital (MTD) access in Thomson Reuters Digita Personal Tax and Onvio. Follow these steps:
note
MTD launch is planned for 2 April 2026, as part of the Digita Personal Tax v26.0 update. In preparation, Step 1 can be completed in advance of the launch. The remaining steps will be accessible after the launch date.

Step 1: Set up your users on Thomson Reuters Onvio

To access MTD, you'll need an Onvio account. If you don't have an Onvio account, we'll contact you with a registration invitation.
note
This MTD-only Onvio access is complimentary for DPT customers.
New Onvio users
We'll send an invitation for Onvio registration to the person in your firm who signs Thomson Reuters order forms. Following the instructions for account setup, you can sign up as the Onvio Firm Administrator. To assist with this process, watch the instructional video detailing setting up user access.
The Onvio Firm Administrator can add additional team members who need access to MTD. To assist with this process, watch the instructional video detailing setting up user access.
Contact our Support line if you would like to change your assigned Onvio Firm Administrator and for any other setup queries.
Existing Onvio users
Your Onvio Firm Administrator will be granted access to MTD before the April launch.
The Onvio Firm Administrator can then add users who need access to MTD features. To assist with this process, watch the instructional video detailing setting up user access.
Digita Virtual Office (DVO) users with an existing Thomson Reuters Account
As you are already a DVO user and have a Thomson Reuters Account, we can link your account to Onvio. Enter your Thomson Reuters Account password into the
Password
 field and select
Link Accounts
.
Set up two-factor authentication (2FA)
To access Onvio, you must use two-factor authentication (2FA). When setting up 2FA, you can choose phone call, text message (SMS), biometrics, or an authentication app (for example, the Auth0 Guardian mobile app). Review this document for more information.

Step 2: Configure MTD in Thomson Reuters Digita Personal Tax (Accessible after the April launch)

Digita Virtual Office (DVO) users
  • Administrators can turn on staff access to MTD features directly through
    Database Security
     on the home screen.
  • For detailed guidance, watch this instructional video detailing the configuration process.
Non-DVO users
  • Update to the Digita Personal Tax v26.0 (planned release: 2 April 2026) before you proceed.
  • If your system runs on an operating system that precedes Windows 10, contact us for additional steps.
  • Administrators can turn on staff access to MTD features through
    Database Security
     on the home screen.
  • For detailed guidance, watch this instructional video detailing the configuration process.

Step 3: Link Digita Personal Tax with your HMRC Agent Reference Number (ARN)

  1. Go to
    Database Security
     and select the
    HMRC Firm Authorisation (MTD)
     tab.
  2. Sign in to Onvio using your Thomson Reuters credentials.
  3. If your ARN isn't listed, select
    Add
    , then enter your Agent Reference Number (ARN) and a Description (for example, your firm name).
  4. Select
    Authorise
    . You'll be redirected to the HMRC website to sign in with your Government Gateway credentials and confirm your details.
  5. After successful authorisation, your ARN will appear in the list with a status of
    Authorised
    .

Step 4: Set up Staff Permissions for MTD client data and submissions

note
These permissions control access to MTD client data, specific MTD functions, and submission actions. They are separate from these permissions you set up in earlier steps:
  • Database Security
    : Controls Digita Personal Tax user permissions to create, view, and delete MTD returns.
  • Onvio User Setup
    : Controls Onvio user access to MTD.
As a Firm Administrator, you can manage specific MTD access levels for your staff members through the MTD Management Tool.
  • Access the Staff Permissions tool via the
    MTD Management Tool
     under the
    Tools
     menu in Digita Personal Tax, using your Thomson Reuters Onvio credentials.
  • Create and Edit Permission templates from the
    Manage templates
     tab.
  • Assign the templates to your staff members based on their role on the
    View permissions
     tab.
With these steps complete, you are now all set to effectively use MTD within Digita Personal Tax.

This article applies to:

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