GlobalAccounting/Localizations

UK MTD ITSA Bridge

Name: UK MTD ITSA Bridge
Price: 244 USD

UK Making Tax Digital for Income Tax (ITSA): cumulative quarterly updates, annual summary and final declaration to HMRC via your own HMRC app credentials (BYOK OAuth)

Odoo 20.0Odoo 19.0Odoo 18.0

UK MTD for Income Tax (ITSA)

File HMRC cumulative quarterly updates, the annual summary & the final declaration straight from Odoo — using your own HMRC application credentials (BYOK OAuth 2.0)

Making Tax Digital for Income Tax Self Assessment is mandatory for sole traders and landlords from April 2026 (over £50k), April 2027 (over £30k) and April 2028 (over £20k). This module turns your posted journal items into the four quarterly updates, the End of Period Statement and the annual summary, and submits them directly to HMRC.

BYOK OAuth 2.0

Paste your own HMRC Developer-Hub Client ID and Client Secret. The module builds the authorise URL, exchanges the authorisation code and refreshes the access token automatically. Nothing is bundled — your secret and tokens stay on your database.

Quarterly updates from your ledger

Map each ledger account to an HMRC self-employment income or expense category. Posted entries dated in each UK tax-year quarter (6 Apr–5 Jul, …) — or the calendar-quarter election — are aggregated, rounded to HMRC's two-decimal policy and sent as a periodic update.

Real UK tax algorithms

Correct 6 April tax-year boundary, the four quarterly periods and their gov.uk deadlines (7 August, 7 November, 7 February, 7 May), cumulative from the start of the tax year, a NINO validator following HMRC prefix rules, and a UTR modulus-11 check-digit validator. No mock data — the figures come from your accounts.

EOPS, annual summary & final declaration

HMRC has withdrawn the End of Period Statement; the module says so instead of sending one. Submit the annual summary of adjustments and allowances, then trigger the income-tax calculation and crystallise the final declaration — the full ITSA digital journey.

Obligations & deadlines

Pull the open and fulfilled quarterly periods and their due dates from HMRC into Odoo. A built-in reminder cron flags any update that slips past its filing deadline.

Fraud-prevention headers & audit log

Every request carries the documented HMRC Gov-Client-* fraud-prevention headers and is recorded in a full audit log with the HMRC correlation id. Sandbox Gov-Test-Scenario is supported for safe testing.

Guided onboarding

A single onboarding wizard validates your NINO and UTR, records the quarterly-period election and your HMRC application credentials, and leaves the company ready to authorise and file. Works on Odoo 18, Odoo 19 and Odoo 20, Community and Enterprise.

Disclosure: this module transmits income/expense figures only to the HMRC MTD endpoint you configure. Your HMRC application secret and OAuth tokens are stored solely on your own database and are never sent anywhere else. HMRC and Making Tax Digital are trademarks of HM Revenue & Customs; this is an independent product.