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MTD VAT

How do I pull VAT clients to MTD?

Hello

I have created an Agent Services account required for MTD and we have our existing agent login. 

I am stuck on pulling VAT clients to MTD portal. Reading THIS ICAEW guidance, it  states:

"Once a firm has set up its ASA it will need to link its existing government gateway agent IDs to the new ASA. This service to ‘link your current Self Assessment and VAT clients to this account’ is available from the ASA. The linking process sets up a dynamic link between the existing government gateway agent IDs and the new ASA. This allows agent-client relationships in the existing government gateway IDs to be recognised when accessing services through the ASA (including access by MTD software). The linking process does not affect agent access to existing services using government gateway agent IDs and it does not enrol clients into any new services such as MTD."

I do not see the link on ASA. Where am I going wrong? How do I pull VAT clients to MTD?

Thanks

 

 

 

Replies

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18th Apr 2019 12:40

Once you log in there should be a link on the first page to "Link your current Self Assessment and VAT clients to this account"

If you don't have this link there may be an issue with your browser/cookies/saved files that's redirecting you to the wrong page.

If you do, you just use that and it links your authorisations from your old account to your new account.

Once that's done, any client you are authorised to act for and who is signed up for MTD should appear in your MTD software. You can request to sign clients for whom you are authorised up for MTD via this page: https://www.tax.service.gov.uk/vat-through-software/sign-up/client/vat-n...

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18th Apr 2019 12:44

Firstly make sure you are logged into your Agent Services Account. It has 'Agent services account' at the top.

In Account home it has the following:-

WANDERER
Account number: AARN-001-1234

Your clients
Client authorisations
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 <--- THIS IS THE ONE YOU NEED
Cancel a client's authorisation

Be ready with your OLD log in details.

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By Maslins
18th Apr 2019 13:27

Once you've done that linking, can any of you see anything relating to the authorised clients within your MTD portal? I can't...and some of the links seem to go to error pages (including the "feedback" one!)

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to Maslins
18th Apr 2019 13:47

Nope!
Think this has been confirmed in other threads as well. Think the only way of pulling out any information is via MTD soffware.
Did the HMRC webinar earlier in the week, in that they said that the lack of a client list was a 'concern' they'd learned from feedback and they might incorporate this into a later update.

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to Wanderer
18th Apr 2019 13:52

"might" incorporate a client list?

They just don't care do they.

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to stepurhan
18th Apr 2019 13:54

They did at some stage give an understandable reason for not providing a client list which is about internal security within agents. In any event it is not that difficult to interface an administrative system to the agents API and it is already available as a private pilot.

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to Maslins
18th Apr 2019 15:08

There is no reason to have a client list in the ASA, it's not needed.

The client list for your MTD clients is in your MTD software.

There is absolutely no reason for HMRC to implement one, there is nothing you would need the list for that you can't use either the old login or your MTD software.

The only people crying out for a client list are the people who have not yet understood how MTD will work. Which is fine, I'm just trying to help put people's minds at rest here, you don't need to panic, it's working as intended and the list you think you need is unnecessary.

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By Maslins
to Duggimon
18th Apr 2019 15:51

Duggimon wrote:

There is absolutely no reason for HMRC to implement one, there is nothing you would need the list for that you can't use either the old login or your MTD software.

The only people crying out for a client list are the people who have not yet understood how MTD will work. Which is fine, I'm just trying to help put people's minds at rest here, you don't need to panic, it's working as intended and the list you think you need is unnecessary.


My immediate reason is de-registering a company for VAT. Maybe further down the line MTD software will be able to do that, but at this stage I think FreeAgent can just submit VAT returns via MTD. Ie I don't think I can click a few buttons within FreeAgent to submit a VAT de-registration.

I'm sure a viable solution will materialise for this in due course, but as of right now I don't seem to be able to de-register a (MTD enabled) client for VAT, other than potentially via a paper VAT7.

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to Maslins
18th Apr 2019 16:52

I think that's a problem with HMRC's system, rather than a design issue. You're supposed to be able to do it on the old portal, it's just broken.

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18th Apr 2019 14:15

The link you refer to is missing from HMRC page.

I suspect it may have been taking down as not working.

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to Glennzy
18th Apr 2019 15:06

Nope, it's still there, just checked.

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18th Apr 2019 18:34

If the MTD system works and is easy to follow why are so many confused. Does this indicate the users are not intelligent enough or the system is not user friendly and so yet ready for mass use ? Just a thought if I am allowed that !

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to GHarr497688
18th Apr 2019 19:56

The particular difficulties for MTD arise from having a number of cooperating computer systems. That means that when things go wrong it is harder to work out why.

Additionally it is a two step process to get MTD going. That perhaps causes the most confusion.

In the end, however, technically it works. More recently I have been working on a very basic cloud cashbook essentially replicating a manual cashbook in the cloud.* I think for many smaller businesses this will actually be easier than using excel (or another spreadsheet). That is because the formulae are fixed and there is less flexibility which means there is less to go wrong.

"In the cloud" meaning on a server somewhere that people using it don't have to look after.

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to johnhemming
18th Apr 2019 21:33

If you have devised that I would love to trial it as soon as possible - an easy spreadsheet style cashbook that then links to the MTD system easily with the user simply analysing each item - no idea why someone hasn't thought of this before. Its something between an excel spreadsheet and a full Xero for those who find spreadsheets difficult and Xero over complex :)

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to GHarr497688
19th Apr 2019 08:22

You are welcome to do this. Before I spotted it was Good Friday I agreed to set someone up on it today and will still do that. I will probably put it live on my system for anyone to try out some time this morning.

I have I think sorted ordinary vat (monthly and quarterly), flat rate scheme and the margin scheme. I am a bit confused about eu acquisitions at the moment - I understand the principle but am trying to work out how it should be replicated in that recording the VAT on an EC acquisition does not initially involve a payment or receipt, but I should have those sorted next week. Obviously it is all on a cash basis. However, if people have a turnover more than a million they are likely to be using a more complex accounting system anyway so I may not bother with looking at accruals.

I am happy to talk you through it.

The point about EU acquisitions is that the rules on digital links mean that really this should not be done as an adjustment, but as a process which leads from original records.

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to johnhemming
23rd Apr 2019 09:54

All I have is small business entities on normal scheme . My clients work hard they leave us to fill in a manual cashbook or they do it . It’s just cash/ bank - vat then analysed across the page . They have no idea about spreadsheets . A simple task is being turned into a complete nightmare . I’ve been in the game 40 years and I know how these small traders work . It’s a pity Hmrc dont ! Lots of stress for no reason .

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