Here we add our custom service to each in scope client for ongoing tracking

Adding this service to each client tagged with MTD (see Step 1- Tag impacted clients with MTD) will now create jobs in your planner that you can track, monitor and report on with insights and widgets on your dashboard.

To find out how to add the service to each client, read Add a Service to a Client.

To find out how to create insights, read Add an insight.

To find out how to add widgets to your dashboard based on the insights created, take a look at this example.

At this stage, you are now ready to track MTD Readiness for your clients in Onkho.

Now on to Step 5 - Things to do at HMRC.