This guide helps explain the MTD VAT onboarding process for agents in more detail. To begin the MTD VAT onboarding process, please see our guide on how to enable MTD VAT Submissions.


Navigate to Tax > VAT > MTD onboarding to begin running through the onboarding wizard. 



Each time you complete the action(s) in each step of the wizard, a green tick will replace the orange exclamation mark.

1. Information about MTD for VAT.


The first step in the wizard gives a bit more information about MTD for VAT. Click the Next button to proceed once you have read and understood this information.


2. Review Your Clear Books VAT settings.


Click on the Update VAT settings button and make sure the VAT number is correct, and the correct VAT scheme has been applied.



Clicking on this button will redirect you to the Settings > Organisation > Details&Tax > Tax menu, please make sure to fill in all the details correctly.



To make any corrections to your VAT scheme, please click here to view our guide.


To return to the onboarding wizard, head to Tax > VAT > MTD onboarding.

3. Enable this Clear Books account for MTD VAT Submission.


This step should be completed by default when you toggled on the MTD submissions setting. If it has been toggled off at any stage, click on the Enable MTD for VAT return button.


4. Set up your HMRC agent services account, and sign up your clients to MTD for VAT

 

You must create an Agent Services account. This process is described in more detail here.


The next step is to opt-in your client for MTD VAT. In order to do this, click on the Sign up your clients to MTD for VAT button. 


Signing up for MTD for VAT takes at least 24 hours, and is usually completed within 48 hours - so you want to make sure you leave enough time for this.



Please note: If you receive the following error message from HMRC in the sign up process, then you will not be able to process the MTD VAT return until the dates advised by HMRC. 


You will need to disable the MTD VAT submission toggle feature on the Settings > Configure system > Toggle Features > VAT & bank import tool tab. You will need to use the previous VAT submission process in the meantime.



You can also get help from HMRC if you get stuck on any steps by using the Get help with this page link found at the bottom of each HMRC page.


5. Authorise Clear Books software to submit VAT returns to HMRC


Click on the Authorise button. 



You will then be redirected to the Government Services website, where you will have to click on the Continue button, 


Important! You must enter your Government Gateway credentials (created in step 4 above) and hit the Sign In button. 


On the next page you will be instructed to click on the Grant Authority button authorise Clear Books.


6.Find out about our enhanced MTD VAT features


Now that you have completed the onboarding wizard you can begin creating and submitting MTD VAT returns. Click on the Prepare MTD VAT return button, which will redirect you to the VAT return page.


To learn more about how to process and submit the return, please click on this link to view our MTD VAT submissions guide.




For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.