Dashboard Form


The Dashboard is the main controlling form and is displayed when the workbook is opened. Subsequent forms are displayed using the buttons on the Dashboard. For example: Add a new Taxpayer/Client, display the Obligation Manager, Print or Save as a PDF document, Renew the Product Licence etc. Additionally, certain background colours may change depending upon the status of a VAT Return.

Certain buttons may be displayed or hidden depending on the condition of a VAT Return. Also the button description may change in particular circumstances. For example, the 'Submit to HMRC' button is displayed only when a VAT Return has been imported.
Additionally, certain background colours may change depending upon the status of a VAT Return.



  1. Grant Authority for 18-months (where required).
    (Click on the 'Grant Authority' button. You will be re-directed to the HMRC website and prompted to login then grant authority).
  2. Add Taxpayer or Client (where required).
    (Click on the 'Add Taxpayer' or 'Add Client' button. Then populate the VAT No, Company Name, Post Code, set Status to 'Active'. Finally click on the 'Save' button).
  3. Select Taxpayer or Client from the list.
  4. Retrieve Obligation (where required).
    (Click on the 'Retrieve Obligation' button. A new obligated VAT Return will be created and the VAT Return Status will be set to 'Open'. Note: You can retrieve the obligation again, in case you circumstances have changed since the last retrieval. The current obligation will be updated).
  5. Import prepared VAT Return.
    1. Click on the 'Import' button (The Import form will be displayed.
    2. Select the Import Type from the drop down list.
    3. Click on the 'Find VAT Return' button.
    4. Locate the desired file and click on the 'Open' button (The details will be displayed).
    5. Click on the 'Save' button.
    The VAT Return Status will be set to 'Draft' and the file location will be saved for the next time you import a VAT Return for this Taxpayer/client.
  6. Submit VAT Return to HMRC.
    (Click on the 'Submit to HMRC' button. When complete the VAT Return Status will be set to 'Fulfilled' and a 'Receipt' tab will be displayed. Note: Routine also prompts you to retrieve the next obligation).
  7. Print VAT Return or 'Save as PDF'.
    (Click on the 'Save as PDF or Print' button. Then select you option. Note: PDF documents are saved to the sub folder '\Recepits').



MTD Dashboard Example 1



MTD Dashboard Example 2



MTD Dashboard Example 3