Primary Routines

The following sections describe each of the main routines used by the software.



  • Before you can communicate with HMRC using this software, you first need to 'Grant Authority'. This authority will normally last for 18 months, however it can be revoked at any time via your HMRC account or via this software (see 6b below).
  • Under the MTD system, the process to login to your HMRC MTD account is completed externally to this software. The Internet Explorer browser is opened by this software whereby you are prompted to login and grant authority. This method has been introduced by HMRC to ensure segregation of the login process from 3rd party software.
  • For information, Businesses must register/sign-up for MTD with HMRC before any MTD compliant software can be used. Agencies must also obtain the consent of each client before VAT Returns can be submitted on their behalf.

1.1 Process to Grant authority

  1. Click on the 'Grant Authority' button via the Dashboard.
  2. A message will be displayed explaining what you need to do.
  3. Click 'OK' to continue.
    (You will then be re-directed to the HMRC website via Microsoft Internet Explorer.)
  4. Read the details on the HMRC 'Landing' Page then click the 'Continue' button.
  5. Sign-in to your HMRC account.
  6. [A] Either click the 'Grant Authority' button to grant authority or
    [B] Click the 'Do Not Grant Authority' link to deny authority.
  7. You will then be re-directed back to this software.


  • Under the MTD system, HMRC now provides you with the details of the latest VAT Return that is required to be submitted. This is called the 'VAT Return Obligation'. This obligation is downloaded using the 'Retrieve Obligation' button. After it has been downloaded the VAT Return 'Status' is set to it's initial state of 'Open'. The next step will be to import your prepared VAT Return.
  • For information, the 'Status' settings used by this software are:
    'Open' - Set when the Obligation has been retrieved from HMRC.
    'Draft' - Set when VAT Return has been imported.
    'Fulfilled' - Set when VAT Return has been submitted to HMRC.
  • Under normal circumstances, your next Obligation is retrieved immediately following the successful submission of you VAT Return. However, to cater for any potential changes in your circumstances before your next submission, you can retrieve the Obligation again. Where circumstances have changed, an updated Obligation is downloaded, overwriting the original. Where the Obligation has not changed, a message will be displayed stating that your Obligation is up to date.



MTD Import Image
  • Prepared VAT Returns can be imported after the obligated VAT Return has been retrieved from HMRC. Under the MTD system, all data transfer must be undertaken digitally.
  • This software allows you to import VAT Returns using 3 main methods.
    (Note: For detailed specifications of options 2 and 3, click on the 'Latest MTD News' button above)
    1. Import directly from VT Transaction+ or VT Cash Book.
    2. Import from an Excel workbook that contains a worksheet conforming to a standard format defined by NJT.
    3. Import from an CSV file conforming to a standard format defined by NJT.

3.1 Import Process

  1. Select the 'Import Type' option from the drop down list.
  2. Click on the 'Find VAT Return' button.
  3. Locate and highlight the desired file from the 'Browse' window, then click on the 'Open' button.
    (Note: At this point the file will be validated. If the validation is successful, the Import form will be populated with the VAT Return details, otherwise an Error message will be displayed.)
  4. Click on the 'Save' button, otherwise click on the 'Cancel' button.
    (The VAT Return 'Status' will be updated to 'Draft')
Note: After you have completed the first Import for a Taxpayer or Client, the 'Import ID' (derived from the 'Import Type') and file location details are saved. These details become the default settings for subsequent Imports. I.e. the software remembers your last import for each Taxpayer or Client."


  • VAT Returns can be submitted to HMRC after the prepared VAT Return has been Imported. Note: the VAT Return Status will 'Draft'.
  • After the VAT Return has been successfully submitted to HMRC, the following will occur:
    1. The Status will be updated to 'Fulfilled'.
    2. A new Tab called 'HMRC Receipt' will become visible.
    3. The 'Save as PDF & Print' button will become visible.
    4. Also you will be prompted to retrieve the next VAT Return Obligation.



MTD Payments Image
  • Both liabilities and payments can be retrieved and viewed on an ad-hoc basis. Simply enter a 'Start' date and click on the 'Retrieve' button. All records held by HMRC, from the date entered up to today, will be retrieved and displayed.



MTD VAT Return Image
  • 'Fulfilled' VAT Returns resident on the HMRC MTD system can be viewed on an ad-hoc basis. Simply enter a 'Period End' date and click on the 'Retrieve' button.
    Note: This includes VAT Returns that were not submitted by this software.



MTD Obligation Manager Image

For the Agency versions, an 'Obligation Manager' function is available to assist the management of returns, including a list clients without an obligation and a chronological list of outstanding client obligations.


List 1: Active Clients without an Obligated VAT Return
  • Displays a list of 'Active' clients where the obligated VAT Return has not yet been retrieved from HMRC.
  • Note: This situation would normally only occur in the following circumstances:
    1. After you have created a new Taxpayer or Client record.
    2. After the last VAT Return submission, you responded with 'No' when prompted to retrieve the next obligation.
List 2: Due and Overdue VAT Returns
  • Displays a list of VAT Returns that are either Overdue or Due for submission with the next XX days.
  • This list can be customised by adjusting the days to be reported. For example, you may wish only to display the 'Due' submissions for the next 3 months. In which case you would change the 'Days' value to 91 and click the 'Refresh' button.
  • Note: All overdue Returns are always displayed. Also the 'Days' value can be changed in 7-day intervals.