Chasing clients for their MTD quarterly records
Making Tax Digital for Income Tax brings four deadlines a year: 7 August, 7 November, 7 February and 7 May. Before each one, someone at the practice has to work out whose records are missing and chase them. Chancelry can set that up for your practice as one job, in your own email and systems.
The job
This is the job as we’d write it down with you. The details, such as when the first chaser goes and who gets copied in, go in the scope.
Examples of a single job. Not client results.
- Clients whose records aren’t in. A list each morning, in the run-up to a quarterly deadline, of clients whose records haven’t arrived, with a chaser drafted for each. You decide in the scope whether it sends or waits for you.
It doesn’t file anything with HMRC and it doesn’t replace your practice software. It does the chasing, so the time goes on the updates themselves.
Start with one job
Name one job you’d take off your desk. We agree in writing what “working” means, and we aim to have it running within a week of agreeing it, in your own email and systems.
You name the job. Reply to our email or use the consultation form. We’ll tell you by the next evening whether it fits.
We agree it in writing. A one-page scope: the job, the accounts it touches, and what “working” looks like.
Aiming for a week. We aim to have it running within a week of agreeing the scope, set up on your own accounts over a screen share you start.
Handover. A 45-minute screen share, then one round of changes within 14 days.
If it earns its keep, it grows. The same set-up can take on more of the firm, up to the full operator.
Examples of a single job. Not client results.
- Clients whose records aren’t in. A list each morning, in the run-up to a quarterly deadline, of clients whose records haven’t arrived, with a chaser drafted for each. You decide in the scope whether it sends or waits for you.
- Where each client stands. One list, kept up to date, of who has sent everything, who has sent some of it, and who hasn’t sent anything yet.
- Replies you’d otherwise miss. When a client replies or sends their records, you get a message on your phone saying who it was, and any chaser to them stops.
What you’ll need
- The accounts the job runs on, in your own name and paid for by you.
- A paid Claude plan, if the job uses Claude.
- If a computer is involved: administrator access, and a backup you’ve checked can be restored.
- One person who can approve the scope and sign off at handover.
- Nothing technical to learn. You start a screen share and we do the set-up.
A working session, replayed
The demo is a replay of real working sessions on our own businesses, with names changed. It isn’t accountancy work. It’s the same design, on different jobs.