Making Tax Digital for Income Tax (MTD ITSA)
MTD ITSA Quarterly Updates — Built for Agents
PracticeGrid provides structured MTD ITSA quarterly workflows, designed specifically for accountancy firms managing multiple clients.
Designed to enable quarterly submissions to HMRC through your authorised Agent Services Account (ASA), with obligation tracking, internal controls and full visibility across your client base.
PracticeGrid supports MTD ITSA Quarterly Update workflows.
What PracticeGrid Supports
- Agent Services Account (ASA) connection
- Client authorisation link generation via NINO
- Obligation and business source retrieval
- Centralised obligation dashboard
- Excel-based quarterly data import
- Internal review controls before filing
Why PracticeGrid for MTD ITSA?
- Built specifically for UK accounting practices
- Designed for firms managing multiple clients at scale
- Clear visibility of open and fulfilled obligations
- Integrated into your wider practice management system
How It Works
1. Connect your Agent Services Account (ASA)
Your organisation connects its ASA to manage MTD ITSA client obligations securely within PracticeGrid.
2. Generate client authorisation links
Create authorisation links using a client’s NINO. Clients verify your firm as their authorised agent via HMRC.
3. Retrieve obligations and business details
Once authorised, PracticeGrid retrieves the client’s MTD ITSA obligations and business sources and displays them in a central dashboard.
Open and fulfilled obligations are clearly visible, helping your firm manage deadlines with confidence.
4. Import quarterly data and prepare filing
Populate quarterly figures using a structured Excel template, import into the selected obligation, apply internal review controls and prepare for submission via ASA.
Compliance & Integration
PracticeGrid is integrating with HMRC’s MTD ITSA API framework to support quarterly submission workflows via authorised Agent Services Accounts.