Prepare self-employment Income Tax data
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Prepare a cumulative or annual self-employment dataset for the selected HMRC Business ID.
What you’ll accomplish
Prepare a cumulative or annual self-employment dataset for the selected HMRC Business ID. 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
- Go to Tax Centre → Income Tax and sync HMRC businesses first.
- Find the self-employment business source and verify its HMRC Business ID.
- Select cumulative or annual submission as required for the workflow.
- For a cumulative update, supply the required period end date.
- Select Prepare frozen snapshot. Pixie CRM calls the Accounting digital-link adapter using the selected business source and tax year.
- Check the frozen payload, source lineage and validation before recording approvals.
Checks before you continue
Technical basis for this guidance
This guide was checked against libraries/Mtd_hmrc_income_tax_service.php; views/admin/income_tax.php; config/hmrc.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.