MTD Income Tax · 2026-27

Quarterly compliance,
reviewed by AI.

HaiBot runs a structured, audit-proof compliance review of your MTD Income Tax quarterly submissions. Upload your practice data, select clients, and get a full pre-flight check — before the Partner submits to HMRC.

Start Compliance Review

How it works

1

Upload

Export your client data from Xero or QuickBooks and upload it alongside your practice config.

2

Select

Choose which clients to review and which compliance phases to run.

3

Review

HaiBot runs four compliance phases — readiness, digital links, liability forecast, and submission readiness.

4

Handoff

Get an audit-grade compliance log and handoff pack ready for the Partner to review and submit.

Four compliance phases

Phase 1Readiness Scan
  • Bank feed gap detection (>72 business hours)
  • HMRC software compatibility check
  • Mandated vs voluntary classification
Phase 2Digital Link Audit
  • Adjustment code verification
  • Manual entry chain-of-custody
  • VAT Box 6 cross-reference
Phase 3Liability Forecast
  • Cumulative YTD Income Tax estimate
  • Class 4 NI reserve calculation
  • Personal Allowance taper check
Phase 4Submission Readiness
  • Pre-condition verification
  • Exception summary and acknowledgements
  • Handoff pack for the Partner