Keep the quarterly process practical for clients who aren’t suited to full bookkeeping software, whilst staying in control of final submissions.
Firms are operating under MTD for Income Tax with a mixed client base. Some clients already use full bookkeeping software; many still rely on spreadsheets, paper records, or email attachments.
ApariPro provides a simple and straightforward option for those less-digitalised clients to automate quarterly MTD data capture. Your team reviews the data, and submissions are made to HMRC by the client through ApariPro, or by you through CCH iFirm MTD for Income Tax via the authorised agent process. CCH iFirm remains the system of record for compliance.