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MTD for VAT Client Linking and Authorising

HELP WITH THE PROCEDURE FOR LINKING AND AUTHORISING CLIENTS

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.

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08th Mar 2019 15:50

The steps are laid out here: https://www.gov.uk/guidance/making-tax-digital-for-vat-as-an-agent-step-...

From the sounds of it, you've done step four but not five, which is signing clients up for MTD, which you need to do one by one using their VAT numbers.

Thanks (1)
08th Mar 2019 15:57

I've tried to do my first client sign-up today (step 5 above). Very early in the process it asks for HMRC login details and takes me to the usual login screen. But no clue as to which login is required :
Our agents account ?
Our ASA ?
Clients tax account ?

I don't think they could have made this more difficult if they tried !

Thanks (0)
to gerrysims
08th Mar 2019 16:09

There's an error in HMRC's links that it first takes you to the page for clients to sign themselves up.

Log in with your ASA and it will tell you you're on the wrong page, but it should then redirect you to the right one and let you enter your client's VAT number.

I've not signed anyone up yet so that's as far as I've got.

Thanks (1)
to Duggimon
08th Mar 2019 16:36

Duggimon wrote:

There's an error in HMRC's links that it first takes you to the page for clients to sign themselves up.

Log in with your ASA and it will tell you you're on the wrong page, but it should then redirect you to the right one and let you enter your client's VAT number.

I've not signed anyone up yet so that's as far as I've got.

No, I don't get that. Just links for clients to authorise us (new clients presumably but very vaguely worded), tracking authorisations in progress and linking our existing clients (already done).
As useless as useless thing.

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By JEJ
to gerrysims
08th Mar 2019 17:02

I hope the following may help you, although it takes you in a bit of a loop, but:-

https://www.gov.uk/guidance/making-tax-digital-for-vat-as-an-agent-step-...

Click the link at point 5 and scroll down to:-

If you’re an agent, use the Government Gateway user ID you got when you registered for an agent services account

Click the link 'sign up your client for Making Tax Digital for VAT' and it should go to the sign in page - sign in with your new ASA ID and password.

Hopefully it will take you to a screen asking for your client's VAT number.

When I tried this before I was being directed to the wrong page (as Duggimon advises). The link appears to be fixed now.

I won't go further because I don't want to sign clients up yet, the advice on here, seems to be to wait until after 11/05/2019 as there have been some issues with the direct debit transfers.

I still don't feel I have the answers to my original question(s) but a little closer, so we can be as ready as possible, when the time comes. Also, hopefully, more people will post suggestions who have gone all the way through the linking/authorising procedures.

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08th Mar 2019 16:09

I dont even have a button to link the clients. The ASA just same as our agent account, but no clients.

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