How to check UK tax readiness
For your Pixie CRM team: Follow the Tax Centre → System Health workflow in Pixie CRM to check uk tax readiness.
Before you start
Required access: View UK Tax Centre. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to check UK tax readiness
- Open Tax Centre and review Accounting & digital link and HMRC production gate.
- Open System Health. Review HMRC REST readiness, Connector posture, Background queue, Registered HMRC API versions and Missing schema resources.
- Open Tax Regimes and inspect the capability for the exact filing you intend to prepare.
- Resolve the displayed blockers with your workspace administrator before preparing a production filing.
Controls and limits
- A visible regime is not proof of an authorised production connector. Configuration, official permissions, schemas and acceptance gates remain separate.
- Accounting supplies the authoritative ledger. Missing transaction-level lineage blocks filing. Background queue status does not prove HMRC acceptance.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.