Solution Properties
Solution ID:
200427112523686
Last Modified Date:
Tue Mar 05 11:58:20 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Using the Sage MTD Adapter
Description

The Sage MTD adapter for Accountants and Bookkeepers can be used to submit VAT under MTD for scenarios where you can't submit directly from your software. For example group VAT or other complicated VAT schemes.

Cause
Resolution

Preparation

Before submitting your VAT Return, you must:

  • Download and install the Sage MTD Adapter if you haven't already
  • Ensure you have your HMRC credentials as you'll need these each time you submit a VAT Return
  • Prepare your VAT Return in your software or on a spreadsheet with the figures for boxes 1 to 9 ready to submit

Import your VAT Returns into the Adapter

Your submission to HMRC must be for one VAT Registration number and one VAT Period only. Once you select your companies, any discrepancies are highlighted under Selected companies.

You can import figures from Sage 50 Accounts, Sage 200, TASBooks and Microsoft Excel spreadsheet. For details of how to do this, please refer to the following articles:

Sage 50 AccountsSage MTD Adapter - import VAT Returns from Sage 50 Accounts
Sage 200Sage MTD Adapter - import VAT Returns from Sage 200
TASBooksSage MTD Adapter - import VAT Returns from TASBooks
Microsoft ExcelSage MTD Adapter - import VAT Returns from Microsoft Excel

Adjust your VAT Return figures

Once you've imported your figures into the Sage MTD Adapter, if required, you can adjust these figures before submitting.

To do this you must export them to excel, make any changes, then import them back in.

Submit your VAT Return to HMRC

Once you are happy with the figures, you can use the Sage MTD Adapter to submit your VAT Return to HMRC.

Steps to duplicate
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