Main Features

Terminology

Please Note: The global term 'Taxpayer' covers to all types of Taxpayer, including Businesses, Limited Companies and Individuals.

General

• Fully MTD compliant
• The software can be installed on a local computer of a central server.
• HMRC responses can be viewed on screen, printed or saved as PDF file.
• Retains a full history of submissions and receipts returned by HMRC.
• Facility to amend, delete and search for Taxpayers (Relevant mainly to Agency versions).
• For the Agency versions, an 'Obligation Manager' function is available to assist in the management of returns, including Taxpayers without an obligation and a chronological list of outstanding obligations.
• Facility to check for new versions automatically, then download and transfer data.
• Facility to backup and restore all data.

VAT Returns (Agents, Businesses & Limited Companies)

• Designed for use by both Businesses and Agents:
  • Businesses with a single VAT account
  • Businesses with multiple VAT accounts (5, 10, 25, 50, 75 & 100 account licences available)
  • Agents that submit VAT returns on behalf of clients (5 to 'Unlimited' client licences available)
• Facility to retrieve the latest MTD VAT Return obligation for each Taxpayer from HMRC.
• Prepared VAT Returns can be imported directly from:
  • VT Transaction+ or VT Cashbook (Compatible with Excel '32-bit' only).
  • An Excel workbook or a CSV text file.
  • A Microsoft Access exported file in a standard Excel format.
Also, prepared VAT Returns can be imported via files exported from the following systems:
• Acorn Legal (via a 'VAT Return' file in 'Excel' format).
• Avanti (via a 'VAT Return' file in 'Excel' format).
• Exchequer (via a 'VAT Return' file in 'Excel' format).
• FBA-Promar (via a 'VAT Return' file in 'CSV' format).
• Infor CloudSuite Industrial (SyteLine) and SyteLine (via a VAT Return Report file in 'Excel' format). Note: Use the 'Excel (Standard)' format when importing.
• IRIS via a VAT Return Report file in ('Excel' format) or ('Txt' format via a 'RFT' export report saved as 'Plain Text' in Word).
• Kingswood (via a 'VAT Return' file in 'Excel' format).
• More (via a 'VAT Return' file in 'Excel' format).
• Money Manager V6 (via a VAT Return Report file in 'Tab' delimited format).
• Microsoft Business Dynamics (via a 'VAT Return' file in 'Excel' format).
• MYOB (via a 'VAT Return' file in 'Excel' or 'Txt' format).
• Opsis Millenium (via a VAT Return Report file in 'Txt' format).
• PC Law (via a VAT Return Report file in 'Txt' format).
• Pegasus Opera I (via a VAT Return Report file in 'Txt' format).
• Perfect Books (via a VAT Return Report file in 'Txt' format).
• QuickBooks (via a 'VAT Return' file in 'Excel' or 'CSV' format).
• Sage 50 & Instant Accounts (via a VAT Return report file in 'Excel' format).
• Sage 50, 200 & Instant Accounts (via a VAT Return report file in 'CSV' format).
• SAP Business One (via a VAT Return file in 'Excel' format).
• SAP ERP (via a VAT Return Sales/Purchases file in 'Excel' format) - User Mapping required.
• Solar Accounts (via a VAT Return file in 'Excel' format).
• Tally.ERP9 R4.x (UK) (via a VAT Return file in 'Excel' format).
• TAS Books (via a VAT Return file in 'Excel' or 'CSV' format).
• Xero (via a VAT Return file in 'Excel' format).
• Zoho Books via a VAT Return Report file in 'XML' (Exported as 'PDF' report then saved as 'Word XML Document' in Word).
• Facility to retrieve and view historic MTD VAT Returns from HMRC. For example, where previous MTD VAT Returns have been submitted using other software.
• Facility to retrieve and view payments and liabilities from HMRC.
• Facility to create Client invitations to authorise the Agent to act on their behalf. (Agent Licence only)
• Facility to check Agent/Client relationships. (Agent Licence only)