Draft MTD submission

How-to
1

Is there a way of producing a draft MTD subission ie not sent to HNRC?

2

Hello @Macro

Draft submission can be created withing the MTD ITSA module.

MTD ITSA Is a power user feature and does require a power user subscription.

3

Thanks – I am a Power User

Where do I find the MTD ITSA module please?

4

Hello @Macro

Under Reports > Self Assesment

Connect you HMRC account then check you MTD Settings.

5

Thanks for your latest note

You can find the MTD Periodic Update section under reports (Reports Menu >> All Reports), just scroll down to the bottom.

I cannot locate the MTD Update section mention – may well be my low level of understanding

6

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7

You’re about to generate a new draft “cash-based” income and expenditure report. This report will be included in your quarterly cumulative update submission to HMRC. Totals will be calculated based on the payment dates of your sales and purchases. If you prefer to use traditional (invoice-based) accounting, you can change your preference in your MTD Settings.

Steve

This mentions the draft I seek but then says it will form part of report to HMRC – I am afraid to click through in case I submit! What is the next part to this please?

Paul

8

Hello Paul

I am afraid to click through in case I submit!

  • The report will generate
  • You can cancel out of it without saving as a draft if you wish
  • Or choose to save as draft
  • When you are happy with it you can choose to submit the draft

What is the next part to this please?

https://support.quickfile.co.uk/t/prepare-and-submit-a-cumulative-update/60659