## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How can I allow my accountant to access and submit MTD for Income Tax returns on my behalf in Zoho Books?

You can create a custom role with the required MTD Income Tax permissions and assign it to your accountant. Here’s how:

*   Go to _Settings_.
*   Select **Roles** under _Users and Roles_.
*   Click **New Role**.
*   Enter a **Role Name**.
*   Under _MTD Income Tax_, enable the required permissions for the accountant:
    *   View and Generate Quarterly Updates
    *   Send Updates to HMRC
    *   Export Quarterly Updates
    *   View Income Tax Settings
    *   Manage Income Tax Settings
    *   View Agent Invitation Details
    *   Manage Agent Invitation
*   Configure any other required permissions.
*   Click **Save**.
*   Invite the accountant to your Zoho Books organisation and assign the new role.

If the accountant connects to HMRC as an agent, they must also be authorised as an agent by HMRC.