Very strange we had the same request for a similar client moving - 6 years they wanted as well. Might be the same accountant (located in west midlands) - seems to be offering to half your tax bills apparently by using some sort of 'recharging creditcard system and thus reducing dividends taken by the shareholders'. Think it might be the latest scam. We only provided 1 years and told them if they wanted anything different to speak to the client who holds copies already
No mixed and various different country platforms
We are finding this more and more. Clients trying to do it them selves (aided by cloud software companies intimating that they dont need any accountant anymore). The things they are claiming for are unbelieveable - full home mortgage repayments. Kids private schooling fees etc the list goes on. BUT THEN they get stuck because they need a mortgage and cant get the required information......
Would recommend Freeagent - the more clients you move to freeagent the cheaper the software is for you. Freeagent have also locked down the pricing for accountants.
We have already printed off copies before starting the MTD process however we do have on occasions clients telephoning us wanting copies of their vat certificates because they have new contracts and this is a pre requisite.
Would highly recommend Moneysoft - great value and really stable program. Never any issues and constantly updated
Our mtd pilot signup is now working great and even more so in the last few days. HMRC are constantly improving it. However, we did have a problem with Sage. Accidently submitted the wrong quarter vat return (didnt realise the drop down box gave different quarters you could submit). Sage said they had never come across this before (complete rubbish!) and we ended up having to restore a previous backup but we still dont know until next quarter whether this has fixed things
We have started using freeagent and its easy to explain to clients (most dont want to pay for software training so it does the job). Basic suppliers/customers ledgers for not for larger clients. Similar to Xero but cheaper and easier to use. Less likely for client to get into a mess
Cant believe it phoned quickbooks this morning about another matter and their waiting system is advocating reduced keying in time because you 'just scan in the expense and it does it all for you' - implying accountants no longer needed. How can these people get away with this? 3rd client now this week alone says it does it all for me so are you going to reduce your costs. Errr no!
go to www.gov.uk and in the search bar type agents: sign my client up to mtd for vat. You have to then go through the questions, put in your old gateway details. Confirming clients details (note if its a sole trader you need their passport details) a link is then sent to the client from hmrc. Client needs to click link (set themselves up a business tax account/gateway). This then eventually signs them up to the pilot. Very hit and miss we are finding. We have even starting calling in clients and doing it with them side by side. Link apparently only lasts 10 days as well