Onboarding

Welcome to Thomson Reuters Making Tax Digital for Income Tax pilot

Making Tax Digital (MTD) access in Digita Personal Tax requires completing onboarding steps during the 2025/2026 pilot phase.
To access Making Tax Digital (MTD) in Digita Personal Tax, ensure you received a notification verifying you are ready to complete the onboarding steps. During the MTD pilot phase for 2025/2026, only customers added into the pilot program will receive the notification to proceed with these steps.
Before you begin, decide which clients you will submit quarterly returns for during this pilot phase. Register them on the HMRC website. For guidance on eligibility, refer to the MTD for Income Tax 2025 to 2026 testing phase eligibility guide.
Additionally, you'll 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:

Step 1: Set up 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
The 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. When you're done with the instructions for account setup, you can sign up as the Onvio Firm Administrator.
  • 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'd like to change your assigned Onvio Firm Administrator and for other questions.
Existing Onvio users
  • Your Onvio Firm Administrator will receive 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 that details setting up user access.
Digita Virtual Office (DVO) users with an existing Thomson Reuters account
  • Since you're already a DVO user with a Thomson Reuters account, we can link it to Onvio. Enter your Thomson Reuters account password 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 select phone calls, text message (SMS), biometrics, or an authentication app such as Auth0 Guardian. Review this document for more information.

Step 2: Configure MTD in Thomson Reuters Digita Personal Tax

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.
  • To turn on MTD in Digita Personal Tax, run this script on your Personal Tax database. Share this link with your IT administrator to complete the steps: MTD_DPT_script.zip. For guidance on running scripts, refer to Running a script on Digita products, or contact our Support team.
  • 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 Agent Reference Number (ARN) isn't listed, select
    Add
    . Then enter your ARN and a Description (for example, your firm name).
  4. Select
    Authorise
    . The system redirects you to the HMRC website.
  5. Sign in with your Government Gateway credentials and verify your details. Your ARN will appear in the list with a status of
    Authorised
     after successful authorisation.

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.
  1. Sign in to Digita Personal Tax using your Thomson Reuters Onvio credentials.
  2. Then go to
    Tools
    MTD Management Tool
    Staff Permissions
    .
  3. Create and edit
    Permission templates
     from the
    Manage templates
     tab.
  4. Assign the templates to your staff members based on their role on the
    View permissions
    tab.
Now that you've completed these steps, you're ready to use MTD within Digita Personal Tax.

This article applies to:

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