UK VAT making tax digital e-filing

E-filing process for a company

Open the UK VAT return you want to e-file via MTD.
Go to the
E-file
menu.
note
To complete this step, the file status can't be set to read only or final.
On the P sheet, ensure that the VAT registration number is completed.
Select
VAT100 MTD
, then select
Next
.
Select
File
, then select
Next
.
Grant authority. When you file a return, you need to grant authority to ONESOURCE to interact with the HMRC on your behalf. If you have already granted authority, proceed to step 10.
If you have granted permission, ONESOURCE receives an authorization code. Note: The access token expires periodically and needs to be refreshed. After 18 months the access token expires, and you need to grant authority again.
If you haven’t granted authority, a message displays. Select
Grant Authority
to let ONESOURCE interact with HMRC. The system will redirect you to the HMRC website for authorization.
On the popup window of HMRC, select
Continue
.
Sign in using the Government Gateway user ID and password for the company. The user ID and password are specific for the VAT registration number of the company on the P sheet. Important: It is critical to sign in to HMRC with the correct credentials for the VAT registration number of the company.
After you have signed in, the HMRC prompts you to grant ONESOURCE authority to interact with the HMRC. Select
Grant Authority
. Once you have granted authority, ONESOURCE Indirect Tax will open on the same calculation.
To submit the VAT return for this calculation in ONESOURCE Indirect Tax, select
Efile
to open the e-filing wizard. (Refer to steps 2-5).
Make a declaration and submit the filing. Select
Next
to make sure the declaration and submit the VAT return to HMRC. Once the return has been sent to ONESOURCE E-Filing Manager and HMRC successfully, the Status screen opens. Select
Refresh Status
to check the filing result.
Download the receipt. If the return has been successfully filed with HMRC, the e-filing status will update to
Successful (EFile)
.
Select
Exports
to download the receipt.

E-filing process for tax Agents

Setup

Select
Administration
, then
Settings
.
Enter your Agent Reference Number.
The HMRC provides the Agent Reference Number when the Agent Services Account is created. If you don’t know your Agent Reference Number, please contact the HMRC.
For instructions on creating an Agent Services Account, go to https://www.gov.uk/guidance/get-an-hmrc-agent-services-account.
Select
Save
.

The E-Filing process

Open the UK VAT return you want to e-file via MTD.
Enter the VAT registration Date. The HMRC uses the VAT registration number and the VAT registration date to verify that the client has a relationship with the agent, and that the status of the relationship is approved.
Enter the VAT registration number on the P sheet.
Select
eFile
on the toolbar to open the wizard.
Select
VAT100 MTD
, then select
Next
.
Select
File
, then select
Next
.
Grant authority. When you file a return, you need to grant authority to ONESOURCE to interact with the HMRC on your behalf. If you have already granted authority, proceed to step 12.
If you have granted permission, ONESOURCE receives an authorization code. Note: The access token expires periodically and needs to be refreshed. After 18 months the access token expires, and you need to grant authority again.
If you haven’t granted authority, a message displays. Select
Grant Authority
to let ONESOURCE interact with HMRC. The system will redirect you to the HMRC website for authorization.
On the popup window of HMRC, select
Continue
.
Sign in using the Government Gateway user ID and password for the company. The user ID and password are specific for the VAT registration number of the company on the P sheet.
After you have signed in, the HMRC prompts you to grant ONESOURCE authority to interact with the HMRC. Select
Grant Authority
. Once you have granted authority, ONESOURCE Indirect Tax will open on the same calculation.
To submit the VAT return for this calculation in ONESOURCE Indirect Tax, select
Efile
to open the e-filing wizard. (Refer to steps 5-7).
Make a declaration and submit the filing. Select
Next
to make sure the declaration and submit the VAT return to HMRC.
Once the return has been sent to ONESOURCE E-Filing Manager and HMRC successfully, the Status screen opens. Select
Refresh Status
to check the filing result.
Download the receipt. If the return has been successfully filed with HMRC, the e-filing status will update to
Successful (EFile)
. Select
Exports
to download the receipt.