How to Purchase (Agents that submit on behalf of Clients)
Prior to April 2019, Businesses and Agents may volunteer to join the MTD VAT 'Public' Pilot.
However, only those Businesses that meet the HMRC 'Eligibility' criteria may actually join.
The term 'Pilot' simply means that Businesses and Agents may signup to MTD in advance of April 2019.
Although it is not compulsory to signup to MTD before you purchase the software,
if you don't signup first, the use of the software will be very limited.
This is because, when you first use the software, you need to 'Grant Authority' using your MTD account.
Also you will be unable to retrieve your obligated VAT return until you have granted authority.
Therefore you may wish to check your eligibility before purchasing the software (see link below).
There are different software options available. The unlicensed 'Live Evaluation' option is free of charge and is available to downloaded
from this website. The 'Business', 'BusinessXX' and 'AgencyXX' licence options are subject to an annual licence fee.
(Where 'XX' is the maximum number of clients/VAT accounts).
Please Note: As you are an Agent that submits on behalf of clients, you will require an 'AgencyXX' licence.
Your 'Live Evaluation' software is upgraded to a licensed 'AgencyXX' version,
by purchasing a software licence and then entering an 'Activation' Key. This then allows you to submit VAT returns.
The global term 'Taxpayer' covers to all types of Taxpayer, including Businesses,
Limited Companies and Individuals.
Step by Step Guide
Create a new Agent Services Account via the following link.
[Click here] Agents: Use software to submit VAT Returns
Note 1: Follow the instructions.
Note 2: At this point you can begin the process to link your client(s). However,
this is subject to your clients meeting the 'Eligibility' criteria for the Pilot.
Note 3: After linking your client(s), the next step is to individually obtain authorisation from each client.
This is the 'point of no return' as, once authorised, the client will be signed up to MTD and can no longer
submit VAT Returns on the old system.
Click on one of the following links to download and install the 'VAT Return Manager (MTD)'.
Then return to this page and continue at the next step.
[Click here] If you wish to install on your computer.
[Click here] If you wish to install on a Server.
Tip: To return, click on the 'Left Arrow' icon on the top left of the browser.
- Using the software:
- Add your initial Taxpayer record. (Set the 'HMRC Account Type' to 'Agent')
- Using your MTD account, Grant Authority to allow the software to submit your VAT Returns.
Attempt to retrieve the obligated VAT Return from HMRC.
HMRC has stated that it may take up to 3 working days before you can retrieve your first obligation.
- Then Import the VAT Return. (optional for the purposes of purchasing a licence)
Once you have successfully retrieved your first obligated VAT Return,
select the appropriate Agency software licence, from the 'Software Prices' list, then email your purchase order.
For example, 'Agency25' etc.
[Click here] to view the full software price list.
Email your Order to 'support@NeilsonJamesTech.co.uk'
Specify the Licence Type:
'New 'AgencyXX' licence' (where xx = total No. of Clients required)
Please choose the required number from the available licences within the 'Software Prices' section.
For example, 'Agency25' etc.
Your Business Name, VAT Registration No (Where Registered), Address, Telephone and Contact Name.
For VAT Registered Customers: Your VAT Registration Number will be used as your Licence Number.
For Customers not VAT Registered: Please indicate this in your email and a Licence Number
will be allocated to you.
You will then receive an email containing:
Your new Activation Key, Licence Number and a Purchase Invoice, which includes the NJT Bank details to facilitate electronic payment.
Open your 'Live Evaluation' workbook.
- Then click the 'Purchase Licence' button on the Dashboard.
- Enter your Business Name and Licence Number.
- Select the Licence Type 'AgencyXX' (where XX is the licence band obtained from the 'Software Prices' list).
- Enter the Activation Key and click 'Activate'.
- Once you have successfully activated the software, you will be able to submit your VAT Return.
Finally, Add your remaining Taxpayer records and complete the
submission process for each clients that has signed up to MTD.