Facility to export a PDF of client's MTD for IT quarterly figures to use in a documents pack for e-signature.
It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.
This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.
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Mandy Roger
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