SoulTrade Software produces CrystalSolutions, PraxisClinic and SoleTrader -- practice management and accounting software for self-employed practitioners and sole traders in the UK. Our contact address is jol@soul-trade.com.
CrystalSolutions, PraxisClinic and SoleTrader are installed and run on the customer's own server or local network. We do not host, store or have access to any customer data, patient records or financial information. All data entered into the software remains entirely on the customer's own infrastructure.
The optional MTD (Making Tax Digital) module allows customers to connect their software directly to HMRC and submit quarterly income tax figures. This involves:
HMRC legally requires software providers to submit fraud prevention data with every API request. When a customer uses the MTD module to connect to HMRC, the following technical data is automatically included in the request headers sent to HMRC:
This data is sent directly to HMRC and is not seen or stored by SoulTrade Software. HMRC uses this data to support prosecutions for tax and duty fraud. For more information see HMRC's fraud prevention guidance.
Because we do not host or process customer data, SoulTrade Software is not a data processor for customer patient or financial records. Customers are the data controllers for the data held in their own installations and are responsible for their own UK GDPR compliance. Our software includes tools to support this -- including data export, deletion, and access controls.
When customers purchase or register software, we collect only the information needed to provide the licence -- typically a name and email address. This is used only for support and licence management and is never shared with third parties.
Our software uses a single session cookie to maintain login state. No tracking or analytics cookies are used.
Feedback for HMRC Developer Support Team From: SoulTrade Software — CrystalSolutions / PraxisClinic / SoleTrader
1. Sandbox test user self-employment business setup When creating a sandbox test user via the Create Test User API with self-assessment and mtd-income-tax services, the subsequent call to GET /individuals/business/details/{nino}/list returns an empty listOfBusinesses array. There appears to be no sandbox API endpoint to register a self-employment income source for a test user, making end-to-end quarterly submission testing impossible without contacting SDST directly. Could you clarify the correct sandbox workflow for testing self-employment period/cumulative submissions?
2. Static business ID in Business Details API The Business Details API returns XBIS12345678901 as a static placeholder business ID in sandbox, which is not accepted by the Self Employment Business API for period or cumulative submissions. Is there a recommended sandbox scenario or header combination that returns a usable business ID?
3. Cumulative vs period summaries endpoint transition The documentation indicates period summaries are for tax years up to 2024-25 and cumulative submissions for 2025-26 onwards, but neither endpoint accepts submissions for our sandbox test user. Clearer guidance or a sandbox walkthrough for the 2025-26+ submission flow would be very helpful.
4. Positive feedback Overall we are very happy with the OAuth2 implementation — the authorisation flow is clean, well documented and worked first time. Token refresh works reliably and the sandbox environment is useful for testing connectivity. Our software connects successfully to HMRC and we are confident our users will be able to submit their quarterly figures once properly enrolled for MTD.