Before connecting your client, check that your practice and client are ready for MTD.
Check the following:
Your practice has an active HMRC Agent Services Account and has completed MTD practice authentication
Your client has enrolled in MTD with HMRC
You've completed the AccountsPrep integration and established the HMRC connection
Your client's business type is Sole Trader or Landlord (UK Property)
Your client's National Insurance number, postcode and other identifying details match HMRC's records
After completing these checks, connect your client to HMRC.