To use the integration, you must have a licence for BTCHub (please get in touch with BTCSoftware if you’re not sure if you’re using BTCHub already).
The integration only works for Individual Tax Returns (ITR) for the 2020/21 tax year at this time.
If you’re an existing Pixie and BTCSoftware client, please contact Pixie’s support team to enable the integration. You can do this by going to Get Support > Contact via chat.
If you’re not using Pixie yet, please get in touch with BTCSoftware who can provision a Pixie account for you which has the BTCSoftware integration enabled.
To set up the integration, you will need to have administrator login credentials for the BTCHub for your firm. Once you’ve authenticated successfully, you will be asked to provide permission to Pixie; you will need to enable all permissions for the integration to work.