MTD record-review routine
He was always one busy month away from a backlog.
01
The problem
Marcus updated his records when he had time. A busy run of work usually meant several weeks of transactions needed attention at once.
02
How TaxSimba helped
TaxSimba agreed a regular schedule for the information required under his MTD service. Unclear items and missing documents were raised in smaller batches.
03
The outcome
Marcus began keeping up with the records. Catching up no longer meant setting aside an entire weekend.