Making Tax Digital

Making Tax Digital client records for accountants

Last updated: 4 June 2026

In short

MTD expands record-keeping duties for many sole traders and landlords.

Definition: Making tax digital client records accountants is the process of requesting, collecting, tracking, and storing client proof documents — built for UK accountants and bookkeepers supporting MTD clients who need visibility without replacing professional judgement.

MTD expands record-keeping duties for many sole traders and landlords. Use repeatable checklists and secure uploads so clients submit receipts, bank data, and summaries on time.

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ComplyChase AI helps track documents, expiry dates, reminders, uploads, and proof. It does not provide legal, tax, accounting, or compliance advice. Final responsibility remains with the business, accountant, adviser, or authorised user.

Best For

UK accountants and bookkeepers supporting MTD clients

Quarterly digital records
Receipt and invoice packs
Bank statement collection
Self Assessment crossover files
Examples

How UK firms use this workflow

Typical firm scenario

Before each quarterly period ends, a bookkeeper sends one upload link listing bank CSVs, sales invoices, and expense receipts — then reviews missing items without re-reading email chains.

Example: Quarterly digital records

A UK firm adds "Quarterly digital records" to the client checklist, sends a secure upload link, and reviews missing items from one dashboard instead of reopening email threads.

Example: Receipt and invoice packs

A UK firm adds "Receipt and invoice packs" to the client checklist, sends a secure upload link, and reviews missing items from one dashboard instead of reopening email threads.

What this page helps you request and track

  • Use checklist items for Quarterly digital records, attach due dates, and chase missing proof with reminders.
  • Use checklist items for Receipt and invoice packs, attach due dates, and chase missing proof with reminders.
  • Use checklist items for Bank statement collection, attach due dates, and chase missing proof with reminders.
  • Use checklist items for Self Assessment crossover files, attach due dates, and chase missing proof with reminders.

Why teams search for making tax digital client records accountants

  • Clients still send records in ad-hoc email threads.
  • Quarterly deadlines create repeat chasing every three months.
  • Proof of what was requested is scattered across inboxes.
  • Firms lack one view of missing MTD-period files.

What a cleaner workflow looks like

Instead of scattered email threads, your firm can use: Quarterly checklist templates; Secure upload links per period; Missing-item tracking by client; Reminder schedules before quarter end.

Problem

Why firms search for making tax digital client records accountants

Clients still send records in ad-hoc email threads.

Quarterly deadlines create repeat chasing every three months.

Proof of what was requested is scattered across inboxes.

Firms lack one view of missing MTD-period files.

Outcome

What ComplyChase AI helps you put in place

Quarterly checklist templates

Secure upload links per period

Missing-item tracking by client

Reminder schedules before quarter end

Example workflow

MTD-friendly document collection workflow

  1. 1. Define quarterly record checklists per client type. Define quarterly record checklists per client type.
  2. 2. Send secure upload links at the start of each period. Send secure upload links at the start of each period.
  3. 3. Track missing receipts and statements in one dashboard. Track missing receipts and statements in one dashboard.
  4. 4. Run reminder emails before the filing window. Run reminder emails before the filing window.
  5. 5. Keep proof of what was collected for internal review. Keep proof of what was collected for internal review.
Example checklist

Documents and evidence firms often request

Quarterly digital records

Add owner, due date, status, reminder timing, and proof notes.

Receipt and invoice packs

Add owner, due date, status, reminder timing, and proof notes.

Bank statement collection

Add owner, due date, status, reminder timing, and proof notes.

Self Assessment crossover files

Add owner, due date, status, reminder timing, and proof notes.

Free tool CTA

Create a checklist, reminder email, tracker, calendar reminder, or workflow diagram before you move the process into ComplyChase AI.

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FAQ

Questions UK accountants and bookkeepers supporting MTD clients ask

Does ComplyChase AI file MTD returns?

No. It helps collect and chase client records and proof. Filing remains your responsibility or your existing software.

Is this only for VAT?

No. Use it for any client document pack, including SA and year-end evidence alongside MTD records.

Who is this guide for?

This page is written for UK accountants and bookkeepers supporting MTD clients who need a practical workflow for making tax digital client records accountants.

Does ComplyChase AI provide tax, legal, or compliance advice?

No. It tracks documents, reminders, uploads, and proof only. Final responsibility remains with your firm.

Can clients upload without creating an account?

Yes. Secure upload links let clients send files from phone or desktop without a client portal login.

Related guides

More pages for this document workflow

On this site

Tools and pages to use next

Related solutions

More guides for UK accountants and bookkeepers

Home Resources for accountants Free tools for accountants Contact Privacy policy Terms of service Link to ComplyChase AI

Trusted references

Useful UK and web standards resources related to client data, business records, and discoverability. These are external references — not endorsements.

Pricing CTA

Start from £29/month for up to 10 clients.

Email reminders are included in all plans. Paid add-ons, including WhatsApp reminders, are coming soon.

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