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Intuit
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Submit a VAT return through bridging software in QuickBooks - MTD for accountants

From April 2019, all eligible UK VAT-registered businesses will have to keep their financial records in a digital form and submit their VAT returns using approved software. Find out whether you are eligible here.

 

This article is for accountants who are eligible, or have clients who are eligible for Making Tax Digital (MTD) or signed up for MTD voluntarily.

Before you submit a VAT return through our bridging software you need to ensure the following:

You have set up an agent services account with HMRCYou have authorised Quickbooks to interact with HMRCYou have set up your MTD-eligible clients on HMRC and QuickBooks

 

Once you have completed the above steps you can now proceed to file a VAT return through our bridging software by following the steps below:

  1. Click on Taxes on the left menu.
  2. Click on the drop down next to Submit return and select Submit with a spreadsheet option.User-added image
  3. On the Submit with bridging software page, verify your client's VAT number and VAT period you've selected. If all the information is correct, click on Browse and select the CSV file containing your client's VAT information, then Next.User-added image
  4. If your CSV file has multiple sheets, you need to specify the sheet that contains the transactions that make up your VAT return.User-added image
  5. Once you have selected the sheet required you need to enter the first cell from your CSV file, which in most cases is box 1 of your return. Update the cell as appropriate if this is not the case. Once you have entered the correct cell, QuickBooks will automatically populate the relevant data from your CSV file.User-added image
  6. Check the fields populated in QuickBooks. If the numbers match, click on Review return to proceed.
  7. On the next page, select I declare the information is true and complete, then click Submit to HMRC.User-added image
  8. QuickBooks will now attempt to connect to HMRC and submit your VAT return. During this time, the screen below will be displayed. It can take a few seconds for the submission to go through, do not close your browser while this is happening.User-added image
  9. Once the submission is successful, a confirmation message below is displayed. Click on Done to return to the VAT centre.User-added image
  10. The status for your return has now changed to Accepted. User-added image

 

*QuickBooks MTD software currently supports Standard, Cash and Flat Rate schemes. QuickBooks Bridging Software supports Standard and Cash schemes. Annual submissions are not currently supported but will be coming soon. Businesses whose home currency is not GBP are currently not supported for MTD.

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