I can't see MTD Bridging option or use the spreadsheet when processing VAT

Greetings, @Rifkin.

Make sure to enable the MTD and grant QuickBooks authority to interact with HMRC for the Bridging or spreadsheet option to show up.

Here’s how:

1. Click Let’s go on the Taxes page. If you have dismissed that message, go to the Gear icon and select Account and Settings.
2. Select Advanced.
3. From the Making Tax Digital section, click on Learn how to connect.
4. Choose Let’s go on the Get started with digital tax page.

Once enabled, you’ll be directed to HMRC page. Connect QuickBooks by following the steps below:

1. Click the Continue button on the Authority to interact with HMRC on your behalf screen.
2. Sign in by entering your HMRC credentials.
3. Choose Grant authority for the authorization process to begin.
4. You’ll receive a “You’re connected to HMRC” message once authorization has been given. Click on Continue.
5. Hit Take a look to see the Making Tax Digital badge enabled from the Taxes menu.

For the detailed instructions and screenshots, you can refer to this article: Authorise QuickBooks to interact with HMRC – MTD for small business.

Now you’re ready to file a VAT return using the bridging software. Simply go to the Taxes menu, and click the Submit drop-down arrow to select the Submit with a spreadsheet option. Here’s an article for more information: Submit a VAT return – MTD for small businesses. 

See QuickBooks bridging solution – FAQ for future reference.

If you have any other questions or follow-ups, leave a comment below. I’m more than happy to help. Have a good one!

Hi KhimG,

Thank you for your fast reply, however I already did all those steps and I am authorized and have Making Tax Digital sign.

I don't have "Submit Return" option only "Prepare return" with the following option: SmartScan your retrun - View summary - View VAT details -  View exception details.

Kind regards

Rifkin

Thanks for getting back to me and providing the option you’re seeing inside QBO, @Rifkin.

You need to click Prepare return, not its drop-down arrow to get the Submit to HMRC button. I’m adding screenshots below for visual reference:

After clicking Submit to HMRC, follow the instructions provided in this article to complete the filing process: Submit a Vat return – MTD for small businesses.

Let me know if you have any questions. I’m always here ready to help. Take care!

Hi again,

I need to use figures from spreadsheet for this submission not the ones from QBO as allocations from previous submissions has to be reconciled. Your option will only submit figures from QB calculations.

I appreciate your help and guidance on the matter very mych - many thanks