Example MTD workflow
A small practice can use PracticeComply to keep each MTD follow-up visible from first review to client response.
- Add the client and record the current income threshold band.
- Set MTD status: April 2026, April 2027, April 2028, below threshold or needs review.
- Request missing bank statements, sales records, UTR or income confirmation.
- Use the dashboard to track open, due soon, overdue and received requests.