RELATED IDEAS
MTD IT variable field should report from the Filing Details
In our email reminders for our MTD IT clients, we are using the following variable in our template %MTDQUARTERLYPERIOD% which is defaulting to "Q1 - 6th April to 5th July", however within the Client Info section under the MTD Quarterly Filings Details" tab, the "MTD Quarterly Filing Period End" is set to 30/06/2026 therefore the email should display Q1 – 1st April to 30th June.
HMRC allows agents to file at the end of each month, similar to VATs, therefore the variable should reflect the option that has been entered, rather than defaulting to the 7th of each month.
Users can now choose their MTD Quarterly Filing Period Type (Standard or Calendar) via a new field, which automatically applies to their templates. This will populate in email templates when using the variable [MTDQuarterlyPeriod].
Standard periods aligns users quarterly reporting directly with the standard UK tax year (6th April to 5th April).
Q1 = 6 April – 5 July
Q2 = 6th July - 5th October
Q3 = 6th October - 5th January
Q4 = 6th January - 5th April
Calendar periods aligns users quarterly periods with standard calendar months (1st April to 31st March).
Q1 = 1 April – 30 June
Q2 = 1st July - 30th September
Q3 = 1st October - 31st December
Q4 = 1st January - 31st March
Thanks for raising this, we are going to create a new variable to address this. We expect to be able to get this out pretty quickly, will keep you posted.