Making Tax Digital for Accountants & Bookkeepers

Making Tax

Accountants and Bookkeepers: The MTD for VAT deadline is approaching fast. QuickBooks makes it easy for your practice and easy for your clients to get up to speed.

MTD Hotline: 0808 168 4238

Get your clients MTD-ready whatever their needs

QuickBooks offers two simple ways to help your clients become MTD compliant whatever their current record-keeping method.

Track & file VAT with Accounting Software

Migrate your clients’ accounts to QuickBooks to track, calculate and file VAT securely to HMRC.

File VAT with Bridging Software

Get your spreadsheet clients and those with special VAT schemes ready for MTD quickly by simply submitting their 9 box VAT summary to HMRC through our bridging feature.

Easy for your practice

Being ready for MTD means more than choosing the right software. Here are the 5 steps to Making Tax Easy and all the ways we are supporting you on your journey.

1. Easy education

Get free training on moving to the cloud and all of the changes ahead. Choose from classroom sessions, live webinars and on demand video. You’ll find out exactly what you need to do and when to do it, plus you’ll have access to a library of assets including an MTD guide for SMBs to share with your clients and a badge to market your practice as ‘MTD Ready with QuickBooks’. We’ve been working closely with HMRC to make sure you have all the support you need – watch our co-hosted webinar to find out more.

2. Easy client segmentation

Trying to work out who’ll be affected by MTD first? Confidently identify the right time to move your clients to the cloud with our smart Client Analysis Tool, available to all QBOA users. It makes it easier to understand, identify and segment your customer base, whether that’s via the year-end tax date, VAT threshold, and their software or bank choice.

3. Easy communication

As a QuickBooks Online Accountant you’re automatically part of our free ProAdvisor rewards programme, which means marketing campaigns and tools that'll help you grow your client base, and position your practice as MTD-ready. Learn more here.

4. Easy transition

Our UK-based phone support team are trained and ready to answer your MTD queries. Plus, your dedicated account manager is always on hand to help you with anything you need, including access to HMRC’s MTD for VAT pilot in our product or a demo of our new bridging software. Not yet a QBOA user? Sign-up now to get started.

5. Easy submission

All QBOA users have access to HMRC’s MTD for VAT pilot, so can begin setting eligible clients up for their first MTD for VAT filing. For clients still stuck in spreadsheets or that work within a complex VAT scheme, our bridging solution offers an MTD compliant solution.

Get the tools you need to be MTD ready in no time

Being successful with MTD means more than having the right software. Our new guide tells you about all the tools and support you’ll need to get your business and clients ready for MTD. These new tools will help you provide a seamless and stress-free experience for your clients.

Easy for your clients

QuickBooks fuels more than 3.6 million businesses around the world and our mission is to make tax easy for all of them, that’s just one reason why we are the no.1 partner for accountants in the UK.

1. Easy education

Start letting your clients know about the changes by sending out the “MTD Readiness” campaign available in QBOA’s MyMarketing Portal. Clients have access to free onboarding webinars or you can speak with your account manager and set up live training sessions for your clients.

2. Easy transition

It’s easier than ever to set up your clients in QuickBooks, use our new Import Invoice and Import Bills tools which speed up the process of transferring sales and purchase invoice data from spreadsheets. During your clients’ transition they’ll also get help from our award-winning care team, always on hand with anything they need, including data migration support.

3. Easy submission

Not every client is alike and so to ensure all of your clients have access to the MTD compliant solution that is right for them we are offering both bridging software and our MTD for VAT software in all of our QuickBooks Online plans. Sign-up today to access the discounted rate available to QBOA accounting partners.

Upcoming MTD Webinars

What accountants and bookkeepers say about us

"QuickBooks Online Accountant helps us add value and work more effectively by providing much better insights into our clients’ businesses."

- Charlie Carne, Charlie Carne & Co, Chartered Accountants

"The partner programme was a major factor in the decision for me to move my practice over to QuickBooks."

- Gerhard Visagie, Director, Exceed UK

"Being an accountant I wanted to find a product that I would use myself and more importantly it needs to be user friendly so the non accountants can use it too."

- App Store Review (CathyUK74)