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MTD - HMRC Compliant Module · How-to guide

Run the MTD HMRC Production go-live checklist

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Verify Accounting digital linkage, HMRC subscriptions, fraud headers, OAuth, declarations, permissions and controlled live testing before Production filing.

Audience: Administrators, implementation engineers and authorised tax leadsModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Overview / Settings / Audit Trail
Before you startRequired access: Administrator or relevant MTD settings/audit permission. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Verify Accounting digital linkage, HMRC subscriptions, fraud headers, OAuth, declarations, permissions and controlled live testing before Production filing. 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

  1. Prove the exact Accounting adapter and transaction-level digital links in staging.
  2. Complete HMRC Sandbox endpoint testing for every supported filing workflow.
  3. Validate all required fraud-prevention headers.
  4. Configure Production client ID, secret, encryption key, redirect URI and vendor public IP securely.
  5. Verify the required HMRC Production API subscriptions/approval are in place.
  6. Configure exact current taxpayer/agent declaration wording before enabling final declaration.
  7. Test taxpayer and agent OAuth, client approval, professional approval, submission locks and audit evidence.
  8. Perform a controlled Production acceptance filing only under the approved operational plan.

Checks before you continue

Taxpayer profileAlways verify the correct profile, tax regime and masked identifiers before preparing or submitting.
Tenant contextTax records, HMRC authority and audit history must stay inside the current Pixie CRM tenant/runtime.
Accounting sourceSource tax figures must come through the verified Accounting digital-link adapter with transaction lineage.
Approval stateThe exact frozen snapshot must carry the approvals required by its filing mode before HMRC submission.

Technical basis for this guidance

This guide was checked against libraries/Mtd_hmrc_config.php; libraries/Mtd_hmrc_gateway.php; docs/HMRC_PRODUCTION_GATE.md; README.md. 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.
Accounting interlinkFor transaction creation, tax mappings, banking, reconciliation, journals, reports and source-document corrections, use the Accounting & Bookkeeping Help Centre. Correct the bookkeeping source first; do not type replacement totals into MTD merely to clear an error.
Accounting & BookkeepingOpen related guidanceAll MTD - HMRC Compliant guidesOpen related guidance

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