Share this content
18

MTD Pilot and Agent Services Account

How to sign up existing clients to MTD

Didn't find your answer?

I created an Agent Services Account (ASA) a while back and linked it to my existing agent online services government gateway account.

I cannot for the life of me work out what I am supposed to do next. I thought initally that linking my old account to the new ASA would mean I do not need to sign up clients to MTD individually, but now I am not so sure. When I log in to my ASA, I see the following:

Your clients

Client authorisations

Start a new authorisation request or link your current clients to your account.

Ask a client to authorise you

Link your current Self Assessment and VAT clients to this account

If I select "Ask a client to authorise you", I then select "Report their VAT returns through software" and enter an existing client's VAT number and registration date. Then I get the message: "This client has not signed up to report their VAT returns using software.You cannot ask for authorisation from this client until they have signed up."

If I select "Link...[etc]" and enter my old govt gatteway credentials it (righly) tells me the account is already linked.

Guidance appreciated from anyone who has successfully navigated this process already.

Replies (18)

Please login or register to join the discussion.

avatar
By Exector
25th Oct 2018 15:39

I am afraid you're jumping the gun. It aint doing much yet. Why would HMRC expect you to expect a system to be only launched when usable?!

The only ASA service functionality to date , so far as I am aware is the Trust Registration Service & even on that you can only put the clients on, not actually access them!

Thanks (0)
RLI
By lionofludesch
25th Oct 2018 15:59

By the time we can use it, I'll have forgotten how to access it.

Thanks (0)
avatar
By Maslins
25th Oct 2018 16:01

I think you're around the same stage we're at.

My understanding is each client will need to do something (or potentially us on their behalf) to set up MTD.

I've attempted this for two companies I'm involved in (ie not clients). One I need to wait a few weeks as apparently otherwise it could cause confusion with DD collection for the September VAT return, the other I got a very vague error message, unsure what the issue is.

Hopefully I'll be able to do at least one "test" before having to advise paying clients. If not, seems like it's going to be a case of us stumbling around in the dark with every client being a guinea pig! :-/

Thanks (0)
avatar
By CarolBlain
25th Oct 2018 16:07

We also set up a Agent Service Account a while ago, but I have logged in today and got the following message.... And no one at HMRC can help, as they don't appear to know about the accounts

Sorry, you're not eligible to join the new tax agents service.
This may be because:

Your firm has more than 200 clients in PAYE, Self Assessment, Corporation Tax, or VAT.
You're not enrolled for PAYE for Agents.
You're enrolled for PAYE for Agents, but you have no clients
We'll be providing services suitable for agents with more than 200 clients in the future.

You can still use your usual HMRC online services.

Thanks (0)
Tornado
By Tornado
25th Oct 2018 16:57

Since I set up a Personal Tax Account some time ago only to find that the one thing I could not see was anything to do with tax, I have abandoned all attempts to sign up for any new Government accounts until I have indisputable evidence that they are working correctly.

A waste of time otherwise.

Thanks (0)
avatar
By bettybobbymeggie
25th Oct 2018 17:36

Thanks for the replies. I find it hard to swallow the fact that HMRC 'launched' the pilot for c.500k businesses earlier this month with much fanfare, yet the systems underlying do not appear to work at all! 1.1m businesses need to join this fiasco in the next five months - how on earth this miracle is to be achieved is beyond me.

Today on this site IRIS published some blurb on MTD:

https://www.accountingweb.co.uk/community/industry-insights/iris-joins-t...

...yet if I open the pdf in the article and follow the step by step instructions on setting up my ASA correctly, the screenshots it shows do not bare any resemblance to what I see when I log into my account.

I saw MTD as a selling point and I was therefore keen to promote our firm's role under the MTD banner but despite all the glossy announcements it is clear that none of this is actually working. For me at least.

Extremely frustrating, but not surprising I guess.

Thanks (0)
Replying to bettybobbymeggie:
RLI
By lionofludesch
25th Oct 2018 17:45

bettybobbymeggie wrote:

Extremely frustrating, but not surprising I guess.

On the contrary. It's all going really well.

The lass running MTD said so to some Parliamentary Committee earlier this week.

Far be it for me to contradict her .......

Thanks (0)
avatar
By AJ1
28th Dec 2018 09:06

Hi BettyBobbyMeggie,

I setup the ASA a few months back, unfortunately you are correct that you do need to obtain separate authority from clients to sign up to MTD software.

You first need to sign into each client's HMRC login, once in click on sign up to MTD & follow the prompts.

At the end of the process you will receive HMRC acknowledgement & HMRC will email you in roughly 48 hours to confirm if approved.

The process will be unsuccessful during current pilot phase if the company has a current default surcharge or filing a return for the first time or one of the other exceptions.

Once HMRC approve you can then enrol them on to the MTD software by clicking on authorise an client.

Finally activate the MTD functionality in your designated accountancy software & link to your ASA by entering the ASA user ID & password.

It's a long winded process which hasn't been made clear unfortunately, hopefully the process will be seamless going forward.

Thanks (0)
Replying to AJ1:
avatar
By Owen1
20th Mar 2019 11:52

AJ1 wrote:

Hi BettyBobbyMeggie,

I setup the ASA a few months back, unfortunately you are correct that you do need to obtain separate authority from clients to sign up to MTD software.

You first need to sign into each client's HMRC login, once in click on sign up to MTD & follow the prompts.

At the end of the process you will receive HMRC acknowledgement & HMRC will email you in roughly 48 hours to confirm if approved.

The process will be unsuccessful during current pilot phase if the company has a current default surcharge or filing a return for the first time or one of the other exceptions.

Once HMRC approve you can then enrol them on to the MTD software by clicking on authorise an client.

Finally activate the MTD functionality in your designated accountancy software & link to your ASA by entering the ASA user ID & password.

It's a long winded process which hasn't been made clear unfortunately, hopefully the process will be seamless going forward.

When I sign in to my Gov Gateway Agent Account and access the client I want to bring over to the Agent Services Account there IS NO button or link to click "sign up to MTD".

Any ideas? :-/

Thanks (0)
avatar
By roblpm
20th Feb 2019 10:28

ANyone got any further???!!

Thanks (0)
avatar
By bettybobbymeggie
20th Feb 2019 14:27

I dozed through an MTD webinar earlier in the week during which they couldn't even get the polling questions to work. Technical problems apparently - who'd have thought it!

The earliest I have to submit an MTD return is after the end of June so I am doing what many on here have advised - sitting back and waiting to see what happens.

FWIW I still don't think it will be mandatory in April.

Thanks (0)
David Ross
By davidross
22nd Feb 2019 13:02

Almost in tears today (and I'm a 62 year old man) with the frustration of;

• not being able to login;
• not seeing anything when I do;
• being told rubbish by HMRC employees;
• being told there is a number for "MTD for Agents Helpline" which turns out to be the normal agent priority line;
• being transferred to the real MTD helpline from there (they apparently don't have an external number of their own)

The guy I spoke to there says that - probably - our clients have been migrated to the new system but they just don't show up yet. I said PLEASE just put a message up to that effect and I will wait, but don't make ME feel stupid because YOUR system doesn't work

GRRRRRRRRR

Thanks (1)
RLI
By lionofludesch
22nd Feb 2019 13:19

It won't be long before we have a CPD course dedicated to setting up ASAs, "on-boarding" clients and logging in.

Thanks (0)
Replying to lionofludesch:
avatar
By roblpm
20th Mar 2019 12:06

Are you serious? Have HMRC said this??

Thanks (0)
Replying to roblpm:
RLI
By lionofludesch
20th Mar 2019 12:14

No. I made it up.

Wouldn't surprise me, though. In fact, it might be useful.

Thanks (0)
Replying to lionofludesch:
avatar
By roblpm
20th Mar 2019 12:25

Drat I thought you were being serious!

I think we will just ignore all of this until May the 8th!

Thanks (0)
avatar
By bettybobbymeggie
08th Apr 2019 21:31

If anyone is interested, I couldn't sign up clients for VAT via my ASA account but could do it successfully using the link below and following the steps for "Sign up your clients..."

https://www.gov.uk/guidance/sign-up-for-making-tax-digital-for-vat

You still have to provide your ASA credentials but when you come to enter your client's VAT details the information you provide is different to what is asked in the ASA account screens. I know I am doing a terrible job of explaining this but if you follow the link you will see what I mean hopefully!

Anyhoo......I *think* I may have just signed up my guinea pig but I shall let you know in 72 hours!

Thanks (0)
avatar
By bettybobbymeggie
10th Apr 2019 19:03

We seem to have migrated this thread onto a new thread:

https://www.accountingweb.co.uk/any-answers/signing-up-clients-formtd

Thanks (0)
Share this content