Approving Your Quarterly MTD Filing
This article explains how to review and approve your quarterly Making Tax Digital (MTD) Income Tax filing in ApariPro. Your accountant will prepare the submission and send it to you for approval before it is submitted to HMRC.
What is client approval?
Under Making Tax Digital for Income Tax, you are required to file quarterly updates to HMRC — covering your self-employed or rental income and expenses for each three-month period.
Before your accountant submits your quarterly filing to HMRC, they will send it to you for review. This gives you the opportunity to check the figures and confirm you are happy with the information being submitted on your behalf.
You will receive a notification when your filing is ready for your approval.
What you will need
Access to your ApariPro client account
The login details you were provided when you were set up on ApariPro
A few minutes to review your quarterly figures
How to approve your quarterly filing
Step 1: Log in to your ApariPro account
Go to your ApariPro client portal and sign in with your email address and password.
If this is your first time logging in, use the invitation link sent to you by your accountant and follow the on-screen instructions to set your password.
Step 2: Find your quarterly filing
Once logged in, select Tax Submission from the left hand menu
Select the MTD period, and open up the business source menu
Select View
Step 3: Review your figures
Take a moment to review the information your accountant has prepared. This will include:
Your income for the quarter (e.g. self-employment earnings or rental income)
Your expenses for the quarter
Your calculated tax position based on the figures submitted so far this year
Note: The quarterly filing covers your business income and expenses only. Other adjustments — such as personal allowances or additional income sources — are handled in your annual tax return.
Step 4: Approve the filing
Once you are satisfied with the figures, click Approve Submission.
Your accountant will be notified of your approval and will proceed to submit the filing to HMRC.
Once you have approved your filing, your accountant will handle the submission to HMRC. You do not need to take any further action unless they contact you.
What if something looks wrong?
If you notice anything that does not look correct — for example, a figure that seems too high or too low — do not approve the filing. Instead:
Contact your accountant directly and explain what you have noticed.
Your accountant will review the information, make any necessary changes, and send the updated filing back to you for approval.
Your accountant can update the filing and resend it to you as many times as needed before it is submitted to HMRC. You will receive an email notification once the request for approval has been triggered by your accountant.
Quarterly filing deadlines
Under MTD for Income Tax, quarterly filings are due four times a year. The deadlines are:
Quarter 1 (April to June) — deadline: 5 August
Quarter 2 (July to September) — deadline: 5 November
Quarter 3 (October to December) — deadline: 5 February
Quarter 4 (January to March) — deadline: 5 May
Need help?
If you are having trouble logging in or accessing your account, contact your accountant in the first instance. They can check your account setup and resend your invitation if needed.
For technical issues with ApariPro, please reach out to our support team (Add client support email address).
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