Submitting MTD with an Agent Service Account

View your MTD clients at a glance

When you open Sage 50 Accounts v26 or above, the Select company window now shows whether MTD for VAT is activated within each company. So you can see at a glance which are your MTD clients.

Store Accountant Details

If you make MTD VAT Return submissions on behalf of your clients, you must store your company/practice in the Accountant tab within Company Preferences.

1. Click Settings then click Company Preferences.
2. Click the Accountant tab.
3. Enter Company details including SSD Agent Number.
   
   NOTE: The SSD Agent Number is a number needed by agents or accountants to be able to submit their returns on behalf of their clients. This option is available in Sage 50 Accounts Client Manager only.

Store MTD for VAT credentials

When making MTD VAT Return submissions on behalf of your clients, to save time you can choose to save your Agent Services Account (ASA) login credentials. This means you only need to enter your credentials once every 18 months instead of every time you submit an MTD VAT Return.

1. Click Settings then click MTD for VAT Settings.
2. Click Sign up to MTD for VAT, enter and confirm your email address then click Sign Up.
3. Complete the Captcha then click Verify.

When you next submit an MTD VAT return, you are given the option to save your ASA credentials.

If your stored credentials are incorrect, or have changed, to delete them click Settings, click MTD for VAT Settings, click Delete stored credentials, then click Yes.

NOTE: After 18 months, when you try to submit a VAT Return you will be prompted by HMRC to re-enter your Agent Services Account (ASA) login credentials. When this occurs, simply follow the on-screen instructions to re-enter your credentials.