What should you share with an accountant for MTD?

If your accountant is helping during the quarter, read-only access is usually better than sending snapshots back and forth. They can see transactions, evidence, invoices, reports, and audit history while you keep control of changes.

That avoids confusion over which version of a file is current.

For a period review, export the cashbook and keep it alongside profit and loss, cashflow, unpaid invoice, and submission receipt evidence. These are the practical artefacts that explain how the quarter was prepared.

Exports are also useful when the accountant does not need a login or when you want your own archive.

Even when an accountant reviews the figures, the account owner should retain control of HMRC connection, final approval, provider connections, and billing. Review access should support confidence, not blur responsibility.

SimpleTaxFlow's accountant access is read-only for that reason.