MTD Tax Return: Savings / Dividends / HMRC tax estimate totals remain at 0 despite entering information

Hi Tommy,

Thanks for the reply. OK that makes more sense... however...

I understand that the tax year has not yet ended, but I do have e.g. savings accounts that I have closed and know the interest amounts for those accounts that I would like to fill in ahead of time. I would also expect that once I have entered the figures into clearbooks (it looks like clearbooks keeps a copy of pending amounts to sync back to HMRC, right?) the totals are the sums of the values I have entered into clearbooks, regardless of whether it's been submitted yet?

If the data displayed on the MTD Tax Return is being pulled from HMRC, maybe it's worth adding a message/tooltip to the dashboard to say that the figures won't update until you have submitted to HMRC?

Hi Simon,

We don't keep any copies of the data in the MTD tax return account. It's a direct window into HMRC's data, and any changes you make there are made directly with HMRC. There's no Sync process between us and HMRC, but HMRC's internal systems often take a while to sync up once new data has been submitted.

And yes, we are planning to add a note about the data being sent from HMRC to make that clearer. It is likely HMRC weren't expecting data this early so you might have to wait until the end of the year before they take things like interest into account.

Tommy