Personal Tax- MTD Quarterly Queries & Troubleshooting

personal-tax-mtd-quarterly-queries-troubleshooting

Personal Tax- MTD Quarterly Queries & Troubleshooting

12th January 2026

The majority of queries will be in these four areas:

a) HMRC– Setting up of your HMRC ASA login, Moving and signing up your clients for MTD in your ASA account. If done incorrectly or if there are HMRC issues then no periods will show in PT. IRIS cannot advise on the HMRC side if you have issues and warnings, you will need to contact HMRC.

b) Personal Tax– Setup, signing in with your ASA login and getting Quarterly periods to show.

c) Personal Tax– Importing values and submitting Quarterly submissions.

d) Other issues

NOTE: Like ‘PT HMRC Data retrieval’ and ‘VAT Filer’ this system is based on the HMRC side having the clients quarterly periods ready for the affected year as PT draws in this period data from the HMRC side. Any technical issues from HMRC or with the correct registration of your MTD clients may stop these periods from showing and may appear as a error/warning/MTD log file.

You need an ‘Agent Services Account’ created via the HMRC website (or we commonly use the term ‘ASA’ login). Your ASA allows the online interaction between your HMRC account and the IRIS PT. This ASA login is NOT the same login as your other HMRC ‘Agent credentials’ (which is used for BT/PT/TT submissions) and is the same as the ASA login used for the VAT filer.

You need to move your PT clients to your ASA and sign them up for MTD. If you do not move and register your clients then no quarterly periods will show for your client. Upon completion of your ASA and client setup to MTD, go below for the next steps needed in Personal Tax.

Load PT and the client which you agreed to run quarterly returns for them and select the 2025 year. Go to Administration and Edit Tax Return dates. In the ‘Registered for MTD’ field, enter the date and tick the box. OK

A ‘HMRC popup’ may show when you run actions in PT, eg accessing/run reports etc. So login using your ASA login. It may also ask for security questions user Identity like passport etc about yourself as the PT user/accountant (and not your clients details). These are HMRC requirements (not IRIS) which you must answer to proceed. If you have any issues with a question or cannot get to work then contact HMRC support and state you are trying to answer a security question but you get a issue etc. We recommend you take screenshots of the issue which will help on the call.

After logging in – go to Setup/Authorised Agents/ your ASA login will show under a row ‘SELF ASSESSMENT’ with date (note this ‘date’ down) , Close screen go to the TPV STP Summary screen, open the relevant Sole trade period. Go to the ‘Period settings’ tab. Click – ‘Retrieve periods from HMRC’. It may also request you login to HMRC here. If you have succesfully registered with your ASA – the 4 Quarter Periods will show on screen and which of the 4 periods have submitted or not. If the periods are missing, close and restart PT and check again. If still missing please recheck your ASA login and you have moved and registered your clients to your ASA and then to use MTD. If all correct, reset your ASA login in the Setup/Authorised Agents. Then follow the steps again above to log back into the HMRC site.

Troubleshooting

HMRC- Create ASA and moving clients to your ASA and signing them up for MTD issues

PT – Login your ASA but get errors/warnings or it asks you login again and again even when you are already logged in

PT Missing or incorrect quarterly periods or get error. Incorrect ‘quarterly dates’ showing on the Import summary screen. This is a visual error and you can still submit and HMRC will receive it under the correct period dates.

Matching resource not found – read the KB – If you are using PT MTD to retrieve quarterly periods from HMRC – You will need to reset your ASA login under the Setup and Authorised Agent and look for the ‘Self Assessment’ row. Reset it , ok to close, retrieve the periods again and sign in with your ASA login. Fix: Users must ensure that the affected Client has been registered with HMRC for MTD and then the user has authorised the IRIS software using the ASA credentials before retrieving the obligation periods. If you still get the warning then contact HMRC support directly on this and speak to a senior as this warning is coming from HMRC.

Quarterly submission rejection – “Format_Value, the value must be between -99 and 99” – Being investigated by devs under https://ngiris.atlassian.net/browse/PS-20889

Could be caused by a data entry- I have now been able to successfully submit a return. Changing the pre populated  drop down box from my insurance entry from “ premises running” to “admin costs” as its just a combined business insurance and my client doesn’t have a trading property.

The other customer did this and it cleared the error- if its any help at all they specifically had changed the pre populated drop down box from my insurance entry from “ premises running” to “admin costs” as it was just a combined business insurance and the client didnt have a trading property.

Data retrieval error: Rule_Tax_Year_For_Version_not_Supported – This version of the API supports tax years up to and including 2024-25. For tax yr from 2025-26 onwards, use version X. If you get this in the 2025 year -This is due to a known API version issue and the new version to resolve this is currently being implemented in 25.3 later in 2025 (so the warning will not show). This tax calculation API error will not prevent you from making your clients quarterly submissions.

Get a ‘VAT registered number is not valid’ when retrieving MTD periods. The VAT error display is a known issue and is currently being fixed. However the error is usually due to authorisation. Customers should reset their login to PT (Setup/Auth agents and look for the Self Assessment row) and use their ASA credentials again to re-authorise the software and then try retrieving the periods again. A client confirmed the ASA reset did work and no longer get the error.

INVALID REQUEST Business ID is blank– KNOWN issue and need MTD log and CRN codes from client. Also our Dev team did get it to work by them closing IRIS, start it again, delete and reenter property data and so on and it may be submitted. However they did state, its quite random and is not very reproduceable when it happened to them. Check if HMRC periods show up, if they are missing then their setup to HMRC was not completed and need to reset and logback in

Personal Tax- MTD Import data- Error reading file ‘FILELOADEXCEPTION’ Could not load file etc known issue DEFECT in 25.2 caused by a mismatch between the dependencies used internally which can affect importing into MTD quarters and Property incomes. you will need to await a planned fix in the future version 25.3 in autumn 2025. If the data is coming from Accounts Production– then as a workaround then at this stage is to put the postings in to AP with the correct date and pass through this data into BT and then PT. 

IF you are importing Property values but not related to the MTD quarterly submissions– there is a chance that using the IRIS CSV templates may work when importing – templates are shown on this KB. If they also do not work then you will need to manually enter data into PT.

Incorrect periods ordering on the Digital hub summary – This is a known visual bug, the periods are in the wrong order, so users think when they import values to the correct period and submit but get error – this is to be fixed soon and you wont get this warning anymore – still happening on 25.3 so update to 25.4

Incorrect period dates – The correct period is 6 April 2025 to 5 April 2026, but the system is retrieving 6 April 2025 to 5 January 2026 instead. Known HMRC issue and not from IRIS – need to call HMRC

Digital tax list report client list – picks up incorrect 100% of property income but its actually split 50/50. await fix from dev team – NO JIRA

Error read file IOexception when import a csv file – possible environmental issue or issue with csv. Ask create the CSV again and type in the values and save – then close the csv – then import. if the same issue then ask they  wait for the 25.4 update next week

Quarterly entry for 1st period duplicating itself onto different periods on MTD summary screen+ report incorrect – CPT clients all with property quarter submissions – all three have the same issue – the entries for one period is duplicating itself onto a different period on the MTD summary screen – https://ngiris.atlassian.net/browse/PS-22660

Missing 4th period on 25.3 (from left and top side but shows on right side) – Known issue and fixed in 26.1