There are four steps involved in order to be able to submit your VAT returns and EC Sales Lists (ECSL) online with Clear Books.
In total, the online steps take about 20 minutes, however, in some cases, an activation code might need to be sent to you by post, which can take a few days.
Registering with the HMRC Services
If you don't already have an account you will need to sign up to get one. This will allow you to access various government services, including the range of HMRC online services such as online VAT returns.
- Click through to https://www.gov.uk/log-in-register-hmrc-online-services/register - You will see some options to sign up for different tax services, click on the link that is most appropriate to you:
Enrolling for the VAT Returns Service
You will need your VAT Registration Certificate, and your most recent VAT return to complete this step.
- Login to the HMRC services account.
- Select Yes to the Have you already used a business tax account to manage your taxes, duties or schemes online? question and continue.
- Next select the VAT and VAT services, for example EC Sales List option.
- Then Select VAT from the list.
- It will ask you to fill out your VAT number, the postcode where your VAT returns are sent (or the one listed on your VAT Registration Certificate), the Effective Date (as shown on your VAT registration certificate), the month of your last VAT return, and the last net VAT due on that return.
The service may be activated straight away, or it may require you to enter an activation code that will be sent out by post.
Appointing Clear Books as your VAT and ECSL Agent
(please note that some references below may change as HMRC develop their systems)
Clear Books is a registered VAT Agent, which allows us to submit returns on behalf of other companies. In order to give us permission to submit returns for you, you need to appoint us as an agent. This can be done online via the Government Gateway.
- Login to your HMRC Services account.
- Click on the Manage Account link at the top.
- Click on the Accountants link.
- Click Add Agent.
- Enter our Agent ID: clearbooks-MKSMH2GFG21S
- You must then agree to some terms and conditions, and re-enter your login details to complete the process.
Repeat this step for the EC Sales List submissions. This will need to be done before you attempt to submit the ECSL via Clear Books.
Please Note (For Accountants only):
If you are an accountant and registered as a VAT Agent for your client, you can use your own agent credentials when submitting VAT returns. Make sure to toggle on the Set accountant as agent option on the Settings> Configure system> Toggle Features> VAT & Bank import tool menu. When you create a new VAT return you will be requested to add your own credentials.
Submitting the EC sales list with the accountant as an agent option enabled is not currently supported.
Set up a Direct Debit and E-mail Notifications with HMRC for VAT submissions.
If you file your VAT returns online, the easiest way to pay is by direct debit. This way you won't need to put a cheque in the post, or do a manual bank transfer. You can do this on HMRC's website. You can also set up e-mail notifications so that you get sent reminders when your VAT return is due.
- Navigate to http://www.hmrc.gov.uk/
- Click "VAT Online".
- Log in with your HMRC services credentials.
- Specify your e-mail address on the main page. You will be e-mailed an activation code to enter to confirm the address is valid.
- Click through to the "VAT Online Service".
- You can then set up a Direct Debit, and also the e-mail address used for VAT notifications.
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