Get a practice-wide view of your clients’ Making Tax Digital for Income Tax (MTD IT) obligations.
Track current workload, identify overdue and upcoming quarterly updates, and prioritise work across clients, team members, and locations.
What the MTD IT obligations dashboard is for
Clients mandated by MTD IT have four quarterly update deadlines each year.
For practices managing hundreds of clients, this can mean thousands of additional deadlines to track annually.
The MTD IT obligations dashboard gives you a single, practice-level view of:
Which obligations are overdue or due soon
Which quarterly periods are currently active
Who in your team is responsible for each client
Where work needs attention so you can prioritise effectively
The dashboard focuses only on current workload, helping you stay focused on what needs action now.
Important: The MTD IT obligations dashboard is available to Practices that have purchased Solo licences. Only Solo clients are included in the dashboard.
What counts as “current workload”
The dashboard shows obligations that fall within an active period.
An active period includes:
The reporting window (the period being reported on)
The submission window (the time allowed to prepare and submit the update)
In some cases, multiple quarters can be active at the same time. For example:
One quarter may still be in its submission window
The next quarter may already be in its reporting window
When this happens, both obligations appear in the dashboard, as they both represent current work.
Note: Obligations from previous periods only appear if they are overdue.
Where to find the dashboard
The MTD IT obligations dashboard is available at practice level under Insights > MTD for IT.
Who can see which obligations
The dashboard respects existing user roles.
Admin users see all clients connected to HMRC.
Standard users only see clients assigned to them.
Only obligations that meet both of the following criteria appear in the dashboard:
The client is registered with HMRC.
The client is connected to HMRC in Dext.
Understanding the dashboard columns
Each row in the dashboard represents a single MTD IT obligation pulled directly from HMRC.
You’ll see:
Client - The client the obligation relates to.
Income source - The specific business or property income stream for the client.
Income type - Whether the income is self-employed or UK property.
Account manager - The team member/s responsible for the client.
Due date - The deadline for submitting the quarterly update to HMRC.
Quarter - The MTD IT reporting period the obligation relates to.
Status - Whether the obligation is overdue, due, or submitted.
How statuses are prioritised
Statuses are ordered by priority to help you focus on what needs attention first:
Overdue obligations (from any period)
Due obligations in the current active period
Submitted obligations for the current period
Once a new active period begins, submitted obligations from the previous period are removed to keep the view focused on current work.
Filtering and prioritising your workload
You can quickly narrow the dashboard to focus on specific work.
Filter by status
Use the All, Overdue, Due, and Submitted buttons at the top of the dashboard to organise obligations by status.
Use free-text search
Typing directly into the Advanced search field matches:
Client names
Income source names
This lets you jump straight to a known client or business.
Use filters and segmented controls
Expanding the Advanced drop-down allows you to additionally filter by:
Practice code
Account manager
Office location
This is ideal for practices with multiple offices or larger teams that require managerial oversight.
All filters work together, and the summary counts update automatically to reflect your current view.
Reviewing a client’s obligations in detail
From the dashboard, you can click on a line to drill into a specific obligation and assess what work is needed.
For example, you might:
Open an obligation to review cumulative income
Identify unusually low or incomplete figures
Decide whether bookkeeping is missing or client follow-up is required
Because quarterly submissions are cumulative, reviewing earlier periods can help you understand how much work is outstanding before submission.
Reviewing past MTD IT submissions
From the dashboard, you can open a submission summary for a client’s income sources by clicking on the client name.
You will see:
When previous quarters were submitted
How close to the deadline submissions typically occur
This helps you assess risk and decide where to intervene early.
