Registering an existing VAT client for MTD

Stuck in an endless loop

Didn't find your answer?

Hi members of the accounting spider web.

Existing client - have been filing VAT returns via original portal since VAT registered 4-5 years ago.

Data has finally been sent to me for Oct 2020 onward (I stopped requesting data in Feb 2021 - discussion for another time!) so need to do three quarters Dec 2020 onward. The December 2020 quarter has had a spike in sales taking the client over the £85k threshhold and I am using the opportunity to move away from spreadsheets/bridging for this client and onto Pandle.

Time has come for MTD for this client. However, when I log into my ASA and click on 'Copy across more VAT and Self Assessment client authorisations', I am taken to a login page (via an intructions page advising that I login with my usual agent account credentials.

'Client relationships found' comes up, x VAT & SA clients - I click 'Continue'. Am then asked to 'Identify this user ID' asking me to enter the last 4 digits of the gateway username Government Gateway user ID For example, XXXX-XXXX-1234. After trial and error, I figure out that they want the original agent portal username digits - entered.

'This user ID is already linked to your agent services account' 

So I 'Try again'

Taken back to a login page where I enter original account (not ASA) credentials

'Client relationships found' comes up, x VAT & SA clients - I click 'Continue'.......

........ad infinitum

Does anyone have any solution to this?

If it helps, this is my final 'Non-MTDVAT' client, so following MTDisation of this client all of my lot will be MTD-ed, therefore don't need to leave anyone behind on the original agent portal in terms of VAT filings. Not worried about SA clients being pulled across as nothing is set in stone MTDITSA-wise.

Have attempted to view previous threads but didn't come across this specific issue during my search.

Replies (10)

Please login or register to join the discussion.

avatar
By HiddenAccountant
21st Aug 2021 22:02

If am understanding this correctly you're going through the process as if setting up the ASA for the first time.

I would have thought you would just follow the steps here to enrol a client for MTD https://www.gov.uk/guidance/sign-up-your-client-for-making-tax-digital-f...

Thanks (0)
avatar
By SXGuy
22nd Aug 2021 08:57

As Hidden Accountant says, you need to follow the steps to enrol for Mtd not the process for copying clients over.

I agree the wording doesn't help establish what you should be doing and I've been stuck in this loop before, until I realised it was the wrong way.

Thanks (0)
By Duggimon
23rd Aug 2021 09:39

You are trying to link your authorisations, which you have already done, which is why you're getting stuck. That is not the same thing as signing your client up for MTD.

There's a sign up now button on this page, use your ASA: https://www.gov.uk/guidance/sign-up-your-client-for-making-tax-digital-f...

Thanks (0)
avatar
By alialdabawi
23rd Aug 2021 10:18

Thank you for the replies. I did use the steps in the link provided, specifically got stuck following this step:

If your client is already authorised on your HMRC online services for agents account, you’ll need to copy your client across to your agent services account before you sign them up.

Based on your replies, am I right in assuming that as all client authorisations are already copied across, I can actually ignore this step and just move on the the 'Sign up now' part of the process?

Seems a bit bonkers to me that the website says that the client (singular) needs to first be copied across, but when doing so, all clients authorisations are pulled without being given the option to see or select which ones are.

Will resume with the 'Sign up now' and plough on.

Thanks (0)
Replying to alialdabawi:
avatar
By Geoff56
23rd Aug 2021 10:45

I have just signed up an existing VAT return client for MTD (I think!) through my ASA. It seemed very simple and I did not have to provide any of the information that I was expecting to, beyond the VAT number and the company number.

Very quickly, I received a "You have signed up your client......." response, but still no sign of the e-mail that the general guidance tells me to expect, before attempting to file an MTD return.

Perhaps the guidance is out of date. Certainly the confirming message didn't tell me to wait for an e-mail before submitting a return. I don't know whether to try to send one through, or not.

Thanks (0)
Replying to Geoff56:
avatar
By HiddenAccountant
23rd Aug 2021 18:52

Up until very recently it said you will receive confirmation within 72hrs that that client has successfully enrolled for MTD. We normally received confirmation within 24hrs.
Only since last couple of weeks we have found the process is fairly instant and I don't recall seeing a confirmation email from HMRC but it says on screen that they are enrolled.

Thanks (1)
Replying to HiddenAccountant:
avatar
By Geoff56
24th Aug 2021 10:36

Thanks, Hidden Accountant. In view of what you said, we took the plunge and endeavoured to submit this client's VAT return using MTD, despite the continued absence of an e-mail. It has gone through successfully.

Thanks (0)
Replying to alialdabawi:
avatar
By HiddenAccountant
23rd Aug 2021 18:49

That is correct. It copies all your clients authorisation across to the ASA rather than individually.

Also, I continue to authorise new vat clients using the old online method where client gets a code in the post for me to input. I do not then need to transfer this separately to ASA. It just works. It appears rather than 'copy' as stated it is an actual link to your authorised client list...if that makes sense.

Thanks (1)
Replying to HiddenAccountant:
By Charlie Carne
24th Aug 2021 13:44

That's very helpful and useful to know. I, too, had understood that the 'copy across' process meant that any new clients added to the old portal had to then be copied across again. But, if it is indeed a permanent link that has been set up between old portal and MTD portal, then that makes life so much easier.

The biggest problem with MTD for VAT, I believe, is the complete lack of understanding even within HMRC of EXACTLY how each stage of the process works and the consequent confusion of the profession. I am convinced that had HMRC staff been properly trained in its processes and had thus properly trained the profession, we would have an entirely different opinion of MTD for VAT.

MTD for ITSA could have been less of a hard sell to the profession. The combination of a poor experience with transitioning to MTD for VAT (though we discovered a relatively simple process once we'd got through the pain barrier of transition) and a ludicrous decision to set the MTD for ITSA threshold at £10k pa was never going to receive a warm welcome.

Thanks (0)
avatar
By alialdabawi
24th Aug 2021 14:13

Thank you to all for the suggestions and tips. The registration has now gone through successfully, and can bring clients books onto software in time for the confirmation, ready to file on MTD.

Thanks (0)