Prepare an Income Tax cumulative update
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to create a frozen cumulative business submission from Accounting for the selected business and tax year.
What you’ll accomplish
Create a frozen cumulative business submission from Accounting for the selected business and tax year. The MTD module stores tax profiles, HMRC authority, obligations, frozen filing snapshots, approvals and audit evidence, while Accounting remains the primary financial record system.
Follow these steps
- Sync Income Tax businesses and obligations.
- Select the correct HMRC business source.
- Select Cumulative as the submission type.
- Enter the period end date required for this update.
- Select Prepare frozen snapshot.
- Check source_manifest lineage, business type, Business ID, tax year and payload before approval.
Checks before you continue
Technical basis for this guidance
This guide was checked against libraries/Mtd_hmrc_income_tax_service.php; libraries/Mtd_approval_service.php; views/admin/income_tax.php; views/admin/review.php. The user instructions describe only behaviour exposed or enforced by the supplied module. Internal secrets, encrypted token values and database identifiers are intentionally not shown to ordinary users.
Compliance and operational boundaries
- Pixie CRM Accounting & Bookkeeping remains the authoritative ledger; the MTD module is a tax preparation/submission layer.
- Government Gateway usernames and passwords must never be entered into or stored by Pixie CRM.
- A tax filing must not proceed when transaction-level digital lineage cannot be proven.
- Income Tax final declaration is disabled by default and must remain disabled until the Production gate and exact current declaration wording are satisfied.