MTD for IT - Tax report available for client as well as Accountant
The new Xero MTD area only shows the Tax report if you are a main agent.
As a supporting agent we are the person responsible for quarterly bookkeeping and MTD returns but can't share that really useful data with the client.
Naomi Lamb
shared this idea
Thanks for sharing this idea. I am happy to say this is already supported for MTD for Income Tax.
When an accountant or bookkeeper connects Xero to HMRC on behalf of a client using their Agent Services Account (ASA), the client can then access their own MTD for Income Tax information in the Xero organisation by completing their own MTD for Income Tax registration using their Government Gateway details and having the required user permissions. For setup guidance, see Set up MTD for Income Tax in Xero. but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
