Use the hybrid client-and-accountant workflow
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Combine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot.
What you’ll accomplish
Combine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot. 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
- Maintain the bookkeeping and source records in Pixie CRM Accounting & Bookkeeping.
- Prepare the VAT or Income Tax snapshot from the verified digital-link adapter.
- Have the accountant/reviewer inspect the frozen payload and source evidence.
- Record professional review/agent approval where the filing mode requires it.
- Present the same frozen snapshot to the taxpayer/client and record client approval.
- Submit only after the exact snapshot has the required approvals; changing tax data requires a fresh snapshot/approval.
Checks before you continue
Technical basis for this guidance
This guide was checked against libraries/Mtd_hmrc_oauth_service.php; libraries/Mtd_approval_service.php; controllers/Mtd_hmrc_compliant.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.
- Agent OAuth authorises the software connection only; the supplied v1.0.0 module does not create the legal HMRC client-agent relationship. Establish/verify that relationship separately through the appropriate HMRC process.