 |
 |
|
|
This report displays all the statuses of all selected clients for MTD.
All clients or a selected range of client can be run to display the status on this report.
The report displays the following:
Client ID – the client which the entry relates.
Client Name - name of the client which the entry relates.
Income source – source of income (Self-employment, Land and Property).
Income Title – displays self-employment title or Property type.
Obligation – the date range of the obligation, end of period statement or End of year submission.
Due date – due date of the corresponding entry
Status – status of the corresponding entry (Met or Not-met).
Submission date – date the corresponding entry was submitted.
Submitting staff member – staff member who made submission.
There will be separate obligation periods and end of period statement entries for each self-employment and Land and Property on the report, in order to assist with the tracking of clients progress.
In order to run this report select:
Administration | MTD Obligation Statuses Report
It is possible to customise which columns will appear on the report via the following:
Setup | MTD Obligation Status Options