Client - MTD Quarterly Updates
Prepare and submit Making Tax Digital for Income Tax quarterly updates for a client's income sources. Figures are cumulative from the start of the tax year: a correction is a fresh submission restating the year to date, not an amendment to an earlier quarter. Drafts are saved separately from sending, and submitting records who declared the figures correct. HMRC's obligation status can take up to an hour to reflect a submission.
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GET List Quarterly UpdatesReturns the quarterly updates the practice has prepared or sent for this client — every tax year, or one when a tax year is given. Figures are cumulat.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates
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PUT Save Quarterly UpdateSaves the cumulative year-to-date figures for one income source, creating the draft on first save and replacing the figures on later saves. Editing fi.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates
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POST Submit Quarterly UpdateSends the prepared figures to HMRC, recording who declared them correct. HMRC's obligation status can take up to an hour to catch up, so the obligatio.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/submit
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GET Get Tax CalculationReturns HMRC's tax calculation for the year, triggered when this update was accepted — the client's estimated position with the new figures in. HMRC c.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/calculation
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GET Get HMRC Held PositionReturns the cumulative year-to-date position HMRC currently holds for one income source and tax year, whichever software filed it. This is how a quart.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates/held/{businessId}/{taxYear}
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PUT Set Quarterly Period TypeElects standard (6 April) or calendar (1 April) quarterly reporting periods for one of the client's income sources and a tax year. The deadlines are t.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates/period-type/{businessId}/{taxYear}
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POST Reconcile Quarterly UpdateAsks HMRC what they actually hold for this income source and tax year, and settles an update whose outcome is unknown. A submission that timed out may.../tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/reconcile