Review MTD approval evidence
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 review approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history.
What you’ll accomplish
Review approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history. 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 → Approvals and select Review for the required snapshot.
- Verify the snapshot ID, regime, period reference and hash.
- Check each approval type and actor recorded against the snapshot.
- Verify the approval remains valid and the stored snapshot_hash matches the current frozen snapshot.
- For agent filing, verify client approval exists plus the required professional/agent approval.
- Use the Audit Trail for chronological evidence of preparation, approval and submission activity.
Checks before you continue
Technical basis for this guidance
This guide was checked against libraries/Mtd_approval_service.php; models/Mtd_hmrc_model.php; views/admin/approvals.php; views/admin/audit.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.