Overview
HMRC Making Tax Digital (MTD) is UK's digital tax submission scheme. The Automize HMRC MTD connector covers VAT returns, obligations, liabilities, payments + Self Assessment.
- Regions: United Kingdom only.
- Plans: Free – HMRC API. ISV (software vendor) listed status required.
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- HMRC Developer Hub → Apply for MTD-VAT or MTD-ITSA access.
- Apply for production credentials (separate from sandbox).
- In Automize → Settings → Connectors → HMRC MTD. Paste credentials + sandbox/production toggle.
Find your credentials at https://developer.service.hmrc.gov.uk/.
Rate limits
Per-VRN + per-app.
Data model
Tax submission:
Business (VRN) ─┬─ VAT Obligations (period due dates)
├─ VAT Returns (submissions)
├─ Liabilities (amount owed)
└─ Payments
Self Assessment (similar structure for income tax)Available operations
9 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Get business details | General | List business details for an individual via HMRC MTD. |
| Get SA calculation | General | Retrieve a Self Assessment tax calculation from HMRC MTD. |
| Get VAT return | General | Retrieve a submitted VAT return by period key from HMRC MTD. |
| List SA obligations | General | List Self Assessment obligations for an individual via HMRC MTD. |
| List VAT liabilities | General | List VAT liabilities for a VAT-registered business via HMRC MTD. |
| List VAT obligations | General | List VAT obligations for a VAT-registered business via HMRC MTD. |
| List VAT payments | General | List VAT payments for a VAT-registered business via HMRC MTD. |
| Submit VAT return | General | Submit a VAT return for a specific period via HMRC MTD. |
| Test fraud prevention headers | General | Validate fraud prevention headers against HMRC requirements. |
Operations
Get business details
List business details for an individual via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
National Insurance number nino | Yes | text |
Get SA calculation
Retrieve a Self Assessment tax calculation from HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
National Insurance number nino | Yes | text | |
Calculation ID calculationId | Yes | text |
Get VAT return
Retrieve a submitted VAT return by period key from HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
VAT registration number vrn | Yes | text | |
Period key periodKey | Yes | text | |
Period Key period_key | Yes | text |
List SA obligations
List Self Assessment obligations for an individual via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
National Insurance number nino | Yes | text |
List VAT liabilities
List VAT liabilities for a VAT-registered business via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
VAT registration number vrn | Yes | text |
List VAT obligations
List VAT obligations for a VAT-registered business via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
VAT registration number vrn | Yes | text |
List VAT payments
List VAT payments for a VAT-registered business via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
VAT registration number vrn | Yes | text |
Submit VAT return
Submit a VAT return for a specific period via HMRC MTD.
| Parameter | Required | Type | Description |
|---|---|---|---|
VAT registration number vrn | Yes | text | |
Period key periodKey | Yes | text | |
VAT due on sales vatDueSales | Yes | text | |
VAT due on acquisitions vatDueAcquisitions | Yes | text | |
Total VAT due totalVatDue | Yes | text | |
VAT reclaimed current period vatReclaimedCurrPeriod | Yes | text | |
Net VAT due netVatDue | Yes | text | |
Total sales ex VAT totalValueSalesExVAT | Yes | text | |
Total purchases ex VAT totalValuePurchasesExVAT | Yes | text | |
Total goods supplied ex VAT totalValueGoodsSuppliedExVAT | Yes | text | |
Total acquisitions ex VAT totalAcquisitionsExVAT | Yes | text | |
Finalised finalised | Yes | switch |
Tips
- Box1-9 values + period_key. Cannot be edited after submission – final.
Test fraud prevention headers
Validate fraud prevention headers against HMRC requirements.
No input parameters.
FAQ
- ISV requirement?
- HMRC requires Independent Software Vendor accreditation for production. Sandbox open to anyone for testing.