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MTD - HMRC Compliant Module · How-to guide

Sync Income Tax businesses and obligations

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

Retrieve HMRC business details and obligations for the taxpayer through the configured Income Tax APIs.

Audience: Sole traders, landlords, accountants and authorised tax agentsModule v1.0.0Code-backed
Jump to steps
Where to goTax Centre → Income Tax
Before you startRequired access: MTD Income Tax view/prepare plus a connected taxpayer/agent HMRC authority. Work on the correct tenant and taxpayer profile. Reconcile the underlying Accounting & Bookkeeping records before relying on prepared tax totals.

What you’ll accomplish

Retrieve HMRC business details and obligations for the taxpayer through the configured Income Tax APIs. 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. Go to Tax Centre → Income Tax.
  2. Verify the profile has Income Tax enabled and the correct HMRC connection.
  3. Select Sync HMRC businesses & obligations for the profile.
  4. Pixie CRM retrieves Business Details and stores each HMRC Business ID with its business type.
  5. Pixie CRM retrieves the Income Tax obligations for the taxpayer.
  6. Check the business-source list before preparing any cumulative or annual update.

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_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.
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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