Product Release Updates
Overview
Welcome to our product release summary. This article outlines the recent improvements, new features, and workflow enhancements introduced across ApariPro to help Tax Agents save time and manage client submissions more efficiently.
📌 Quick Jumps
October Release Updates
We have a new MTD Quarterly filing report feature and you should see smoother behaviour in several key areas, including allocating transactions, uploading rental statements, managing CIS contractors, and using the Agent Dashboard.
1. 🚀 MTD Quarterly reporting
What was the previous experience?
In the last MTD quarter (Q1), Agents and clients alike would only have the view inside the software to view the MTD submission data. Some agents would extract the transactional data and make a makeshift report or even take a screenshot of the submitted data from the Tax Submission screen - both not helping with the customer experience or saving time for Tax Agents.
Improved experience:
We've now introduced a link in the business source Tax Submission screen with the ability to download the MTD report. From within you are able to download quarterly reports or the cumulative MTD report (what is sent to HMRC). We've also introduced the option to download a transactional detail report alongside the PDF Quarter/Cumulative report.
2. Add and cease employments after MTD is enabled
What was the previous experience?
Prior to this release, any new employment under MTD being enabled would have to come from pulling the business source from HMRC. This did not cater for ceased employment or being able to add Employment to preparing SA100 for the previous tax year.
Improved experience:
Now, we have unlocked the ability to create and remove employment. These will be managed from the SA100 page under SA102.
Standard Mode SA100:
Expert Mode SA100:
3. Sort Agent Dashboard by client name
What was the previous experience?
Previously, the Agent Dashboard would list the clients in no particular order and either the scrolling or search bar would need to be used to easily find a client.
Improved experience:
We've now introduced a sort mechanism on the SA100 and MTD dashboard to quickly find the client that you are looking for.
4. Accessing the AI Document Importer directly via the Agent Dashboard
What was the previous experience?
Previously, an agent wanting to use the AI Document Importer would need to bookmark the AI Document Importer tool and open it in a separate browser tab, once logged into the Agent Dashboard.
Improved experience:
We've now introduced a quick link on the Agent Dashboard (left navigation), which will open up the AI Document Importer.
September Release Updates
We’ve released a new feature for Making Tax Digital feature for Foreign Property, along with a range of fixes and improvements across tax returns, reporting, CSV imports, bank connections, obligations, dashboards, and general usability. Customers should see smoother imports and connections, and more consistent behaviour across key workflows.
1. 🚀 Foreign property income
What was the previous experience?
Previously, users would need submit foreign property income to HMRC outside Apari
Improved Experience:
Now, you can submit quarterly MTD summaries using the new Apari foreign property bridging solution.
August Release Updates
We’ve released a new AI Document Reader feature for documents that fail to upload. Customers should see clearer validation messages and better consistency across web and mobile experiences.
1. 🚀 New AI Doc Reader failed uploads have retry option
What was the previous experience?
Previously, documents that failed to upload would need to be added in an extra step after the successful documents had been uploaded, sometimes resulting in several steps.
Improved experience:
Users are now given the option to retry failed documents in one seamless workflow before uploading all the documents in one batch.
2. MTD ceased businesses
What was the previous experience?
When syncing business sources with HMRC for MTD, all businesses were synced, including those that had previously ceased.
Improved experience:
Going forward, businesses will not be synced where they ceased in a previous tax year.