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Pay + MTD

Manage pay by business to allow for easy quarterly and annual filing.

MTD Pay opens as income capture

  1. Given Making Tax Digital is selected as the capability view
  2. And the Pay tab is selected
  3. When Digital Tax Filing is enabled
  4. Then the selected period can be changed
  5. And payments for the period are grouped and totalled
  6. And empty periods say no payments were found

I record a payment for an HMRC income source

  1. Given I am adding a payment
  2. When HMRC income sources are available
  3. Then I can choose the income source
  4. And I can choose Trading income or Other income
  5. And I must enter the amount
  6. And I must enter or confirm the description and payment date
  7. And the saved payment is available for the relevant quarterly submission

I import statement payments for MTD

  1. Given I am importing payments from a statement
  2. When transactions are detected
  3. Then I review the transactions before saving
  4. And excluded transactions are not saved
  5. And saved imported payments keep the correct date, amount, description, and source attribution

Submitted MTD payment periods are protected

  1. Given a payment belongs to a submitted period
  2. When I view payments for that period
  3. Then the submitted section shows the submitted total
  4. And locked submitted payments cannot be edited or deleted from the list
  5. And non-submitted payments remain editable when the period allows it