Clear Books allows Partners to submit MTD VAT returns on behalf of their clients. 


It’s best to sign up for MTD for VAT at the start of your VAT period.  In the case of any stumbling blocks, you’ll have plenty of time to get things sorted.

Steps to get your practice ready for MTD VAT


Outlined below are the steps you need to take to be able to submit MTD VAT returns with links to our specific guides on how to complete these steps in detail. 


1. Toggle on the MTD VAT submissions. 


2. Run through the MTD Onboarding wizard.


2.1 This will include creating an agent services account if you don't already have one.


2.2 It will also include signing up your clients to the MTD Pilot scheme.

Paying by Direct Debit? Don't miss the date


Customers paying their VAT bills by direct debit need to sign up around 3 weeks before their payment due date, this is to allow time for the legal notices associated with the change to be sent.


The below table presents the last possible date the MTD VAT sign up process can be kicked off in order to meet the deadline.


Stagger number

VAT period

Last date for MTD sign up

Filing due date

1

1 Jul 2018 to 30 Sep 2018

17 Oct 2018

7 Nov 2018

2

1 Aug 2018 to 31 Oct 2018

16 Nov 2018

7 Dec 2018

3

1 Sep 2018 to 30 Nov 2018

12 Dec 2018

7 Jan 2019

1

1 Oct 2018 to 31 Dec 2018

17 Jan 2019

7 Feb 2019

2

1 Nov 2018 to 31 Jan 2019

14 Feb 2019

7 Mar 2019

3

1 Dec 2018 to 28 Feb 2019

15 Mar 2019

5 Apr 2019


2.3 You must also Authorise Clear Books as your software for submitting MTD VAT returns.


3. Submit an MTD VAT return.