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FeaturesMaking Tax DigitalUpdated February 21, 2026

AgentOS Sync Failure Escalation

AgentOS Sync Failure Escalation

To ensure your quarterly tax summaries are always accurate, the platform automatically monitors the health of your AgentOS connection and escalates any sync failures before they can affect your HMRC submissions.

Overview

When the platform cannot successfully sync transactions from your AgentOS landlord record, a scheduled workflow detects the failure and notifies your organisation owner — giving you time to investigate and resolve the issue before missing transactions appear in your Making Tax Digital (MTD) returns.

Escalation Timeline

Time since last successful syncAction
> 24 hoursIn-app notification + email sent to org owner
> 72 hoursEscalated warning: quarterly summaries may be incomplete

Notifications

24-Hour Alert

When your AgentOS connection has not synced successfully for more than 24 hours, the org owner will receive:

  • In-app notification — visible in the platform notification centre.
  • Email — sent to the org owner's registered email address.

The message will read:

"Your AgentOS connection has not synced in {N} hours. New transactions may be missing from your quarterly summaries."

72-Hour Escalation

If the sync error persists for 72 hours or more, a follow-up escalation is triggered. This second alert carries a higher urgency and warns explicitly that your current quarterly summaries may be incomplete and could require correction before submission to HMRC.

How to Resolve a Sync Failure

  1. Check your AgentOS connection — Navigate to Settings → Integrations → AgentOS and review the connection status.
  2. Re-authenticate if required — Your AgentOS API credentials may have expired. Re-enter them to restore the connection.
  3. Trigger a manual sync — Once the connection is restored, initiate a manual sync to import any missing transactions.
  4. Review your quarterly summary — After a successful sync, verify that all expected transactions are present before your next HMRC submission.

Who Receives Notifications

Notifications are sent to the org owner of the affected organisation. Only the primary owner receives escalation emails. In-app notifications are visible to any org member with access to the notification centre.

Affected Data

This workflow monitors and may update the following entities:

  • agentosConnections — Connection status and last sync timestamp
  • notifications — In-app notification records
  • orgMembers — Organisation membership for routing
  • users — Org owner contact details for email delivery

Schedule

The sync failure sweep runs once daily at 08:00 UTC (0 8 * * *). Connections that move back to a healthy status before the next sweep will not trigger a notification.

Why This Matters

Under Making Tax Digital for Income Tax Self Assessment (MTD ITSA), quarterly summaries submitted to HMRC must accurately reflect all rental income and expenses for the period. A broken AgentOS sync means new transactions — rent payments, maintenance costs, agent fees — may not be imported, leading to inaccurate submissions. This escalation workflow gives you the earliest possible warning to act before a submission deadline.