We don't plan on joining the MTD for VAT trial, but can anyone help with the procedure(s) for linking and authorising clients. We set up our new ASA last year and linked current clients. When logging into the new ASA using the new ASA ID I see:-
Start a new authorisation request or link your current clients to your account.
- Ask a client to authorise you
- Track your recent authorisation requests
- Link your current Self Assessment and VAT clients to this account
It is a pity that there is not the facility to see the clients previously linked, but I have an email confirming they are, so, they must be!
I understand we need authorisation from current clients (already linked) to be able to file under MTD? If yes, do I access this via the new ASA , clicking the link Ask a client to authorise you?
If I want to link a new client, do I also do this via the new ASA, again using 'Ask a client to authorise you'? If yes, will this in effect, link the new client to the new ASA and also move forward with the authorisation process?
I am assuming at no point do I need to log into the old Agent account, where I can see a VAT client list?
Once this is done, I can update our software and will be ready to file for VAT periods commencing on or after 1 April, or am I missing a step, or link?
My apologies if I have made that as confusing as HMRC's guidance, but any help would be appreciated.