Does ComplyChase AI file MTD returns?
No. It helps collect and chase client records and proof. Filing remains your responsibility or your existing software.
Making Tax Digital
Making Tax Digital client records for accountants
Last updated: 4 June 2026
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.
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
Real-world example
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.
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. Define quarterly record checklists per client type. Define quarterly record checklists per client type.
- 2. Send secure upload links at the start of each period. Send secure upload links at the start of each period.
- 3. Track missing receipts and statements in one dashboard. Track missing receipts and statements in one dashboard.
- 4. Run reminder emails before the filing window. Run reminder emails before the filing window.
- 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.
Try Free Tools
FAQ
Questions UK accountants and bookkeepers supporting MTD clients ask
Is this only for VAT?
No. Use it for any client document pack, including SA and year-end evidence alongside MTD records.
Related solutions
More guides for UK accountants and bookkeepers
- Document chaser for accountants
- Client document collection software
- Missing document reminder software
- Automated client reminders
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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.
Ready to reduce document chasing?