Fix: Finalise Tax Year Button Now Works for HMRC-Accepted Quarters
Fix: Finalise Tax Year Button Now Works for HMRC-Accepted Quarters
Release: v1.0.454
What Was the Problem?
Some organisations found the Finalise Tax Year button permanently greyed out, even after successfully submitting all four quarterly updates and receiving acceptance from HMRC. This prevented them from completing the final legal step in the MTD ITSA workflow: crystallisation.
Root Cause
HMRC processes quarterly submissions through a status progression:
submitted— the quarter has been sent to HMRCaccepted— HMRC has confirmed the submission is valid
The Finalise Tax Year section checks that all four quarters are ready before enabling the button. However, the client-side filter only counted quarters in submitted status:
// Before — 'accepted' quarters were invisible to this check
const submittedCount = summaries.filter((s) => s.status === "submitted").length;
Once HMRC advanced a quarter from submitted to accepted, it dropped out of this count. Organisations whose quarters had all been accepted by HMRC ended up with a submittedCount of 0, leaving the button disabled.
The server-side router already handled both statuses correctly via FINALISATION_READY_STATUSES. The UI simply wasn't in sync.
What Changed
The client-side filter now mirrors the server-side logic, counting both 'submitted' and 'accepted' quarters as ready:
// After — matches server-side FINALISATION_READY_STATUSES
const submittedCount = summaries.filter(
(s) => s.status === "submitted" || s.status === "accepted"
).length;
The Finalise Tax Year button now enables correctly as soon as all four quarters reach either submitted or accepted status.
Who Is Affected?
This fix applies to any organisation that:
- Has submitted all four quarterly updates for a tax year, and
- Has received HMRC acceptance on one or more of those quarters before attempting crystallisation
If your Finalise Tax Year button was previously stuck as disabled despite having completed all four quarterly submissions, it will now be enabled after refreshing the dashboard.
Next Steps
If you were blocked by this issue, navigate to your Quarterly Submissions dashboard. With all four quarters in submitted or accepted status, the Finalise Tax Year button will now be active. Click it to proceed with your MTD ITSA final declaration (crystallisation).
Note: Crystallisation is a legal submission to HMRC confirming your final tax position for the year. Ensure all income and expense figures are correct before proceeding.