NJT VAT Return Manager (MTD)

(Bridging software for online filing of the MTD compliant VAT Returns to Her Majesty's Revenue and Customs)

How to Purchase (Businesses with a Single VAT Account)



Please Note: As you have a single VAT account, you will require the 'Business' licence and the cost is £36.00 per year.
The software you download is actually a 'Live Evaluation' version and is upgraded to a licensed 'Business' version, by purchasing a software licence and then entering an 'Activation' Key. This then allows you to submit VAT returns.



Terminology

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


Step by Step Guide

(New procedure introduced on 31 March 2019)
  1. Try the Free 'Demonstration' Software
    It is recommended that, before purchasing the 'Live' software, you first try the free Demonstration for the following reasons:
    • Proves that the NJT software actually works on your computer.
    • Proves that you can digitally import VAT Returns into the software.
    • Familiarises yourself with the new processes & terminology.
    [Click here for more details] Alternatively, just continue at the next step.

  2. Download & install the 'Live' Software
    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 to this page, click on the 'Left Arrow' icon on the top left of the browser.

  3. 'Live' Software Initial Setup
    • Open the 'Live' Software
    • The 'Welcome' window will be displayed, then click on the 'Continue' button.
    • The 'User Guide' window will be displayed, then click on the 'Close' button.
    • Click on the Red 'Terms of Use' button, Read the 'Terms of Use' & 'Privacy Notice' carefully then click on the 'Accept' button.
    • Add your Taxpayer record. (Note: Set the 'HMRC Account Type' to 'Taxpayer')
    • Click on the 'Save & Close' button.
    Note: If the software is not working as expected, re-visit the installation instructions.

  4. Purchase your Software Licence & Activate the 'Live' Software
    1. Email your Order to 'support@NeilsonJamesTech.co.uk'

      Please include the following:
      1. Licence Type: Business
      2. Business Name:
      3. Business Address:
      4. VAT Registration No:
      5. Contact Name:
      6. Contact Telephone No(s):
      7. Contact Email (if different to the email you used to place the order):
      Note 1: Your VAT Registration Number will be used as your Licence Number.
      Note 2: If you require invoicing to a different Business Name and/or Address then please specify.

      Ordering on behalf of clients
      If you are ordering on behalf of a client and require it to be invoiced to yourself then enter your details as above (excluding the Licence Type & VAT Registration No.) and include your client's Licence details below:
      1. Client's Licence Type: Business
      2. Client's Business Name:
      3. Client's VAT Registration No:

    2. You will then receive an 'Order Confirmation' email containing:
      1. Your Licence Number
      2. Your Activation Key
      3. Purchase Invoice, which includes the NJT Bank details to facilitate electronic payment
      Note 1: If you are unable to make an electronic Bank payment then please telephone NJT to discuss an alternative method.
      Note 2: To avoid this email being deposited in your 'Junk/Spam' folder, please add 'support@NeilsonJamesTech.co.uk' to your 'Safe Senders' list.

    3. Open the 'Live' software.

    4. Then click the 'Purchase Licence' button on the Dashboard.
      • Enter your Business Name and Licence Number.
      • Select the Licence Type 'Business'.
      • Enter the Activation Key and click 'Activate'.
  5. Signup to MTD (via the HMRC website)
    [Click here] Making Tax Digital for VAT as a business: Step by Step.

  6. Please Note:
    On the HMRC website, read the instructions, then scroll down and click on the link 'Sign up for Making Tax Digital for VAT'. Note: you will need to select 'Yes' to both questions to enable you to signup.

    Important Note:
    Before continuing the next step, please wait until you receive an email from HMRC, confirming that your MTD signup is complete.
    HMRC has stated that it may take up to 3 working days to receive your confirmation.

  7. 'Live' Software (Check that your signup to MTD has completed)
    • Grant Authority for the NJT software to send VAT Returns digitally.
      • Click on the 'Grant Authority' button, then follow the instructions.
    • Attempt to retrieve the obligated VAT Return from HMRC.
      • Click on the 'Retrieve Obligation' button, then follow the instructions.
      Please Note: Where the signup process has not completed, You may receive one of the following messages:
      • Code 403 'CLIENT_OR_AGENT_NOT_AUTHORISED'
      • Code 500 'INTERNAL_SERVER_ERROR'
      • No 'Open' obligations were found for the requested date range ....
  8. 'Live' Software (Import & Submit your VAT Return)
    • Import your VAT Return.
      • Click on the 'Import' button, then follow the instructions.
    • Submit your VAT Return.
      • Tick the 'Declaration' Box.
      • Click on the 'Submit to HMRC' button, then follow the instructions.
  9. Normal Submission Cycle
    From this point forward, just follow the '3-Step' cycle.
    1. Retrieve the obligated VAT Return.
    2. Import the VAT Return Box totals.
    3. Submit the VAT Return to HMRC.
    Tip: It is recommended that, after submitting your VAT Return, you retrieve your next obligated VAT Return in readiness for your next return.