Client - MTD Adjustable Summaries

Business source adjustable summaries (BSAS) for a client's MTD Income Tax income sources — HMRC's accounting result for a period, which the practice reviews and adjusts before the tax return. Adjustments are amounts to add or subtract rather than replacements, and HMRC accept them only once per summary, so a correction means triggering a fresh summary.

OpenAPI Spec

Guides Operations Schemas

GET List Adjustable Summaries
Returns the adjustable summaries HMRC hold for the client's income sources in a tax year, newest first within each source. An empty list is the normal...
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{taxYear}
GET Get Adjustable Summary
Returns one summary in full: the figures as submitted, any adjustments made to them, and the adjusted result. Whether the summary is still adjustable ...
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/{taxYear}/detail
POST Trigger Adjustable Summary
Asks HMRC to generate a new adjustable summary for an income source and accounting period, returning its identifier. The period must have ended. This ...
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/trigger
POST Submit Accounting Adjustments
Submits accounting adjustments against one summary. The figures are amounts to add or subtract from what HMRC summarised, not the figures they should ...
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/adjust