Register your clients for MTD

Once you have signed up your client to HMRC's Making Tax Digital mandation, you must mark this as enrolled in IRIS Elements. This allows IRIS Elements to connect to HRMC and retrieve their quarterly obligations.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Open the relevant client record.
4. Go to the Information tab.
5. Open the Tax information side tab.
6. Select Edit.
7. Select Enrolled for MTD.
8. Save your changes and return to the client record.

A new tab, MTD, is now included in the client record view. If IRIS Elements has successfully connected to HMRC, the client's quarterly obligations are displayed here.