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MTD - linking new agents account to 64-8 clients

MTD - linking existing clients who we file VAT returns for via 64-8 to new MTD Agents account

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We have set up our MTD agents account with HMRC but are struggling to see how we link this to our existing list of clients for whom we do VAT returns for already via our old agents portal (via 64-8).

I read that after setting up the agents account for MTD the next step was to set up QB or VT for MTD and that we didn't need to link the old client listing with HMRC to the new MTD agents account.

Is this correct or can the 2 lists be linked?

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By Duggimon
19th Jun 2019 11:36

You log in to your ASA from here:

then click the ling that says "Link your current Self Assessment and VAT clients to this account"

If you're in the old style green site after logging in rather than the one that looks like, you need to clear cookies or cache or use a different browser, or just try your browser in private browsing mode.

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By vtsoftware
19th Jun 2019 13:50

You need to link your clients to your new agent services account before you use MTD software. That applies to all software including VT Transaction+ and VT MTD for Excel (I was not sure to which you were referring).

We have set out the steps for agents at

Philip Hodgson
VT Software

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