Please have a look at our guide for getting started here
For assitance with updates, please look at our guide here
Frequently Asked Questions (FAQ)
The most common reasons for this is that the User credentials for HMRC have been reset, The end-user has reset their Government Gateway password or changed the MultiFactor Authentication device associated with their account. This causes exiting agreements between our software and HMRC to be invalidated. This is far more common than we were expecting and could well be down to credential sharing/resets on shared accounts.
This process is carried out once per VAT number and does not need to be repeated for 18 months
On an MTD enabled spreadsheet the top of the screen has a box into which you type the VAT number:
Having type in the VAT number you click the select new button and that will bring up the following box where you fill in the details relevant to the VRN. HMRC want the detail recorded but in fact the ONLY relevant piece of information is the VAT number itself – we just store the rest and do nothing else with it:
Note that the “Use the Test Sandbox” should be unticked and, for you, I believe the “Acting as Agent” should be unticked as well.
When you click “Save” you will find the prompt on the MTD form has changed:
If you click “Authorise it will take you to the relevant HMRC site for authenticating:
Clicking “Continue” takes you to the page where you enter your Gateway ID and password for the VRN (I have moved to our test gateway to demonstrate this, hence the references to test credentials):
Once successfully signed in you click the “Grant Authority” button:
HMRC will generate an authorisation code and pass you back to a screen where we display the code:
If you click the “Copy to Clipboard” button that memorises your code for entry in the MTD form, if you right click in the token input box you will get the context menu that will allow you to paste the code, equally you can type Ctrl and “V” together to paste directly:
With the code entered into the box you can then click the “Validate” button which completes the authentication by communicating the code back to HMRC:
On successful completion of the authentication process the screen will show:
At this point you can save the spreadsheet and complete the actual submission at a later date.
This process needs to be repeated for each VRN. It is allowed to happen before the registration process is complete.
You can export to CSV or Text and then open those files in the newer versions of Excel, and still use the Making Tax Digital Solution
We have gone all the way back to 2008, but belive we could have gone back furthur, here is some of our testing for exporting the file:
I have just produced the attached file by running the print to file option in the VAT management part of Sage 2008. I then selected
“Comma Separated Value Files” in the “Save Report As” screen. I saved the CSV file.
Please see below the videos we have already recorded: