MTD Tax Return - name change

Question asked by Esther Guy 2 weeks ago

Hello

I've been very impressed with how simple ClearBooks is to use, however I made a mistake when running the MTD Tax Return following the submission to HMRC.

In the Name field it defaulted to my name, when it's actually a client's account. How do I edit this field please?

Thanks in advance

Esther

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2 Replies

Hi Esther,

This is something we must amend on the backend. When logged in, can you click the ? icon at the top right > Send Us a Message and let us know the client's name you would like us to change to?

Tommy

2 weeks ago

Will do, thanks

2 weeks ago

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