CCH Personal Tax
Making Tax Digital
This document outlines the setup and functionality of HMRC's initiative under the Making Tax Digital program, which allows tax software to access and display individual tax information for easier Tax Return preparation. It details the necessary configurations, including enabling a new configuration key, authorizing agent credentials, and managing task permissions. Additionally, it explains how to access clients' Digital Tax Account data, the specifics of Marriage Allowance claims, potential error handling, and the important role of authorizing agent credentials for accessing HMRC data. The document emphasizes user permissions and the management of authorization statuses.