Dashboard — ProBooks

⚠

MTD ITSA — April 2027: Full penalties apply. No grace period. 4 missed quarterly updates = £200 fine per client. Points reset only after 24 compliant months. 30 clients × 5 submissions = 150 MTD touchpoints this year.

MTD Clients

Q1 Filed

27% on time

Overdue

Due This Week

Emails automated

~4.5h saved (30d)

Awaiting review

Data received

Penalty risk

2+ overdue quarters

18/30

MTD-ready clients

3 need software setup

150

Annual submissions

30 clients × 5

⚡ Needs your attention

13 client(s) submitted data — ready to file → 4 client(s) with overdue quarters →

Client	Q1 due 5 Aug	Q2 due 5 Nov	Q3 due 5 Feb	Q4 due 5 May	Year-End	FD
Adams Property Rentals Landlord	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Allen Bakery Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Baker Accountants Both	🔴 Overdue	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Brown Freelance Design Sole Trader	🟢 Filed	🟢 Filed	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending
Clarke & Associates Both	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Cooper Childminding Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Davis Rental Ltd Landlord	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Evans Electricals Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Green Florist Sole Trader	🔴 Overdue	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Hall Handyman Services Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Harris Cleaning Co Sole Trader	🔴 Overdue	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Harrison Legal Services Sole Trader	🟢 Filed	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending
Jones Property Portfolio Landlord	🟢 Filed	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending
King Property Holdings Landlord	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Martin & Partners Both	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Mitchell Plumbing Sole Trader	🟢 Filed	🟢 Filed	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending
Moore Reflexology Sole Trader	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Price Consulting Sole Trader	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Roberts Yoga Studio Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Robinson Electrical Sole Trader	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Scott Driving Academy Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Smith & Co Consulting Sole Trader	🟢 Filed	🟢 Filed	🟢 Filed	🟢 Filed	⚪ Pending	⚪ Pending
Taylor Consulting Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Thompson IT Solutions Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Turner Graphic Design Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Walker Landscaping Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Williams Plumbing Services Sole Trader	🔴 Overdue	🔴 Overdue	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Wood Catering Services Sole Trader	🟡 Received	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending
Wright Photography Sole Trader	🟢 Filed	🟢 Filed	🟢 Filed	⚪ Pending	⚪ Pending	⚪ Pending
Young Tutoring Ltd Sole Trader	🔵 Requested	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending	⚪ Pending

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