HMRC Obligations

Overview

The HMRC Compliance page gives you a centralised view of every HMRC obligation across your practice. You can track upcoming deadlines, identify overdue filings, and trigger a manual sync to pull the latest data from HMRC. The page requires an active HMRC connection — if you have not connected yet, you will be prompted to do so.

Connecting to HMRC

If your practice has not connected to HMRC, the page displays a card titled Connect to HMRC with a description explaining what the connection enables. Select Go to HMRC Settings to begin the OAuth setup.

Viewing the Deadlines Tab

The Deadlines tab is selected by default and shows all obligations in a single table. Four KPI cards appear above the table:

• Overdue — obligations past their due date
• Due within 7 days — obligations approaching imminently
• Due within 30 days — obligations due in the next month
• Total open — all obligations that are not yet fulfilled

The table columns are:

• Client — the client name linked to the obligation
• Type — obligation type badge, either VAT or ITSA
• Period — the filing period displayed as a quarter label (e.g. Q1 Apr–Jun 2026)
• Due Date — the filing deadline
• Status — Open, Fulfilled, or Overdue
• Days Left — a countdown showing days remaining, or how many days overdue

Filtering Obligations

Use the toolbar above the table to narrow the list:

1. 1

   Type a client name into the Search by client... field to filter by client.

2. 2

   Select the Type filter to show only VAT or ITSA obligations.

3. 3

   Select the Status filter to show only Open, Fulfilled, or Overdue obligations.

You can also save your current column visibility, sort order, and filters as a named view using the view selector in the table toolbar.

Viewing the Clients Tab

Select the Clients tab to see a per-client summary. Each row aggregates that client's obligations into:

• Client — the client name
• VAT — badge shown if the client has VAT obligations
• ITSA — badge shown if the client has ITSA obligations
• Next Deadline — the earliest upcoming due date
• Overdue — count of overdue obligations (highlighted in red if any)
• Open — total number of open obligations

Rows are sorted with overdue clients first, then by earliest deadline. Click any row to navigate to the client record.

Syncing with HMRC

Obligations sync automatically each day at 6am. To pull the latest data manually:

1. 1

   Select the Sync button in the page header. It displays Syncing... while the request is in progress.

2. 2

   Wait for the confirmation toast. The last sync timestamp appears in the page description beneath the heading.

What's Next?

• HMRC Authorisations — manage per-client HMRC authorisations and view client-level obligations
• HMRC Connection — connect or disconnect your HMRC Agent Services Account