If you submit VAT Returns for a limited company, or a sole trader, as an agent on behalf of a client, you may be able to join the Making Tax Digital pilot for VAT.


This guide explains how to enable MTD VAT submissions in Clear Books.


To return to the old VAT return submission process please use this guide to disable the MTD VAT submission feature.


Please make sure to run through our MTD onboarding Wizard before attempting your first VAT submission.

Step 1.


Navigate to Settings > Configure system > Toggle Features and click on the VAT & bank import tool tab.



Step 2. 


Add a tick to the check box to enable both the Online VAT filing and MTD VAT Submission options.


Under the Representation select My Tax Agent submits my VAT returns through their Clear Books Partner account.


If you choose the I submit my own VAT returns option, the client will need to run through the MTD onboarding process.