Module documentation

UK tax submission guides

Find the next task for your Pixie CRM tax workspace. Prepare and review UK tax work with clear HMRC authority, evidence and approval checks.

28 task guidesReviewed 1 November 2026

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Start with readiness, then follow setup, preparation, validation, authorisation and evidence. Available controls depend on the installed module, permissions and exact authority capability. These guides do not assert blanket production filing approval.

How to check UK tax readinessTax Centre → System Health How to configure taxpayer profiles and HMRC accessHMRC & Settings How to set approvals, alerts and customer accessHMRC & Settings → Governance & client access How to confirm your identity for a protected actionConfirm your identity How to prepare and submit a VAT returnVAT → Prepare frozen return → Approvals How to record VAT adjustments and inspect filed returnsVAT → VAT adjustments How to synchronise VAT account information and penaltiesVAT; Payments & Liabilities → VAT penalties How to prepare Income Tax business updatesIncome Tax How to request HMRC calculations and read Assist feedbackIncome Tax → HMRC tax calculation / HMRC Assist feedback How to complete year-end checks and a final declarationIncome Tax → year-end readiness → Annual final declaration How to prepare a Business Source Adjustable Summary adjustmentBusiness Adjustments How to prepare supplementary Self Assessment dataSelf Assessment Data How to map Accounting data to tax fieldsTax Mappings How to preview, validate and commit tax record importsTax Record Imports How to validate an official XML document structureXML Structure Validation How to manage HMRC agent authorityAgent Workspace How to review, approve and inspect frozen filingsApprovals → Review How to start an official HMRC payment journeyPayments & Liabilities How to monitor portfolio risk and tax deadlinesAccountant Portfolio; Obligations How to investigate HMRC messages and export evidenceHMRC Messages; Evidence; Audit Trail How clients review filings in their Tax CentreCustomer area → Tax Centre How platform administrators release statutory tax rulesStatutory Tax Rules How to manage Corporation Tax complianceCorporation Tax; Tax Regimes How to manage PAYE / RTI compliancePAYE / RTI; Tax Regimes How to manage CIS complianceCIS; Tax Regimes How to manage SDLT complianceSDLT; Tax Regimes How to manage Interest Restriction complianceInterest Restriction; Tax Regimes How to manage Pillar 2 compliancePillar 2; Tax Regimes