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.
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GET List Adjustable SummariesReturns 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}
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GET Get Adjustable SummaryReturns 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
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POST Trigger Adjustable SummaryAsks 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
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POST Submit Accounting AdjustmentsSubmits 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