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Xero MTD

I’m connected, what about the client?

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Ive linked my first Xero client to my ASA for MTD and submitted their return. 

The client can now only see the submitted return, rather than the upcoming one that he used to be able to see pre-MTD. From looking at Xero’s help centre, it seems that he has to create his own G’ment Gateway and connect Xero himself, just to see his next vat return. 

Is that right? Is there a workaround?

 Thanks 

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16th Jul 2019 09:10

Is he going to complete his next VAT return ?

If not, why does he want to "see" it ?

If he is, yes, I think he'll need to register on a Gateway of his own.

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to lionofludesch
16th Jul 2019 09:26

He does his own bookkeeping and likes to use the VAT audit trail as a quick overview to check that he's posted things correctly (there's not a huge amount of transactions).

Plus he uses the running balance to plan for cash flow.

So he just wants to see it rather than submit anything.

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By Mr_awol
16th Jul 2019 18:05

If you go into the client's user privileges on Xero and tick the MTD permission box, does that solve it? Does the client have read-only access or full?

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to Mr_awol
16th Jul 2019 18:31

Thanks.

Client is the subscriber, but didn’t have the MTD box ticked. I’ve done so and asked him to have another look and see if that’s the answer.

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