MAKING TAX DIGITAL SET UP GUIDE

Transcription

1 Depending n yur versin, yu may need t make sme changes t yur sftware t enable yu t submit yur VAT return in line with Making Tax Digital (MTD). T ascertain what versin yu are n navigate t: Tls > Abut Sage 200. This is lcated at the tp right-hand crner f yur Sage sftware. The belw table shws what each versin relates t. In the example abve, v is the Summer 2018 Enhancement. Once yu have ascertained yur versin number, please navigate t the crrect sectin in this dcument fr MTD Guidance. Keeping IT real since 2003 Making Tax Digital Custmer Guide Keeping IT real since 2003 Created by: SW Date: 11 th Feb 2019

2 TABLE OF CONTENTS Table f Cntents... 2 Sage 200clud Spring 2018 & Summer 2018 Enhancements... 3 Sage 200clud Winter 2018 Enhancements... 6 Earlier versins and Grup VAT submissins... 7 Sage 200 Extra Online... 7 Creatin Date: 19/2/19 Created by: SW Page 2 f 7

3 SAGE 200CLOUD SPRING 2018 & SUMMER 2018 ENHANCEMENTS These versins are cmpliant fr single database submissins. T submit multiple cmpanies with the same tax registratin number, refer t sectin: Earlier versins and Grup VAT submissins. Frm 1 st April 2019 if yu are using Sage 200clud Spring 2018 Enhancements r Sage 200clud Summer 2018 Enhancements, and have nt been part f the pilt scheme, yu will need t make a small cnfiguratin change t allw yur VAT submissin t cntact the new HMRC gateway. T enable this, a specific file is required t be cnfigured and then cpied t any users PC s yu wish t allw t submit t the updated HMRC gateway. IMPORTANT: If yu currently submit yur VAT Returns directly frm Sage 200 t the existing HMRC Prtal then d nt apply these changes until after running yur last VAT submissin thrugh the existing HMRC Prtal. Nte: If the yu are using the MTD submissins mdule, the steps belw are nt required as the aut-update feature will crrect the ruting. 1. Identify which Cmpanies need t submit t the HMRC MTD Submissins Prtal: Lg int the Sage 200 Administratin tl and select Cmpanies and make a nte f the Cmpany ID fr the cmpanies that need t submit t HMRC. In the abve example the live cmpanies have a cmpany ID f 6 & 8 2. Edit the file UseOnlineVATPilt.xml t add the Cmpany Id s required: Open the file UseOnlineVATPilt.xml in Ntepad and enter the Cmpany ID and then save. The abve is an example where cmpany ID s 6 & 8 are required as identified in Step 1. Creatin Date: 19/2/19 Created by: SW Page 3 f 7

4 3. Cpy the amended file nt the user s PC Cpy and paste the amended file t C:\Users\{username}\AppData\Lcal\Sage200 * Replace {username} with the name f the user wh will be lgging nt the machine t submit the VAT Return. Nte: If the flder Sage200 des nt exist it must be created. Repeat this prcess n any ther PC s where the user f that PC will be submitting the VAT Return. 4. Check the MTD status in Sage has been updated After cpying the file in Step 3, lg int Sage n the PC as the crrect user and pen the Cmpany(s) that will be submitting t the MTD prtal. G t Nminal Ledger > Utilities > Ledger Set Up > Ledger Settings and click n the VAT Submissins tab. Check that the Making Tax Digital value shws as Pending If this still shws as Disabled then re-check steps 1 t 3 t ensure that the.xml file includes this cmpany s ID (Steps 1 & 2) and that it is saved t the crrect lcatin (Step 3) 5. Enable nline VAT submissins Befre yu run yur first VAT Return in Sage fr submissin t HMRC s MTD Prtal yu will need t ensure that nline VAT submissins is enabled. T check g t Nminal Ledger > Utilities > Ledger Set Up > Ledger Settings and click n the VAT Submissins tab. Ensure that Enable nline VAT submissins is selected and then click OK. Yu are nw ready t submit yur Sage VAT Return t the MTD prtal. Nte: The MTD status (Step 4) will remain as Pending until yu run yur next VAT Return in Sage; after which it will change t Enabled. Additinal VAT Submissins settings, which are ptinal, are: Enable Online VAT Payments (UK nly) - Select this if yu want t use the Sage e-banking service t pay yur VAT electrnically. HMRC bank accunt details - If yu select Enable Online VAT Payments (UK nly), the HMRC accunt details are displayed in the HMRC bank accunt details. These accunt details are taken frm the HMRC website. They shuld nt be changed unless yu have received ntificatin frm the HMRC. Creatin Date: 19/2/19 Created by: SW Page 4 f 7

5 Default bank accunt fr payments - Select the bank accunt that yu want t use by default, frm the Default bank accunt fr payments drp-dwn list. This is the bank accunt used t pay the VAT. Nminal VAT liability accunt - Select the nminal accunt yu want t use as the default fr the VAT payment. e-submissins Cntact Details - Enter the cntact details fr the persn wh makes the submissin. These act as the default details. Yu can change these details when making a submissin. Yu must enter a valid address in the bx. If there is n valid address, the VAT submissin will fail. Creatin Date: 19/2/19 Created by: SW Page 5 f 7

6 SAGE 200CLOUD WINTER 2018 ENHANCEMENTS If yu are n Sage 200clud Winter 2018 Enhancements, yu will need t change a setting in the prduct when yu are ready t submit t the new MTD gateway. IMPORTANT: If yu currently submit yur VAT Returns directly frm Sage 200 t the existing HMRC Prtal then d nt apply these changes until after running yur last VAT submissin thrugh the existing HMRC Prtal. Navigate t Nminal Ledger > Utilities > Ledger Set Up > Ledger Settings VAT Submissins Tab. UK VAT submissins Enable Online VAT Submissins - Select this if yu want t submit yur VAT return nline. Submit as a digital recrd as part f Making Tax Digital - Chse whether yu will make VAT submissins t the HMRC gateway fr Making Tax Digital (MTD). If yu will make VAT submissins t the HMRC gateway fr Making Tax Digital, select Submit as a digital recrd as part f Making Tax Digital. D nt select this if yu make nline VAT submissins t the lder HMRC gateway. Enable Online VAT Payments (UK nly) - Select this if yu want t use the Sage e-banking service t pay yur VAT electrnically. HMRC bank accunt details - If yu select Enable Online VAT Payments (UK nly), the HMRC accunt details are displayed in the HMRC bank accunt details. These accunt details are taken frm the HMRC website. They shuld nt be changed unless yu have received ntificatin frm the HMRC. Enable Supplier Payments - If yu have a Supplier Payments accunt, use this ptin t make payments t the HMRC using Supplier Payments. When yu enable Supplier Payments fr the HMRC, a payee accunt fr HM Revenue and Custms will be submitted fr apprval. Once this payee has been apprved by yur Supplier Payments accunt apprver, yu can make payments t the HMRC. The Status indicates the prgress in the apprval prcess. Nte: T enable Supplier Payments, yu must first enable bth nline VAT submissins and payments. Default bank accunt fr payments - Select the bank accunt that yu want t use by default, frm the Default bank accunt fr payments drp-dwn list. This is the bank accunt used t pay the VAT. Nminal VAT liability accunt - Select the nminal accunt yu want t use as the default fr the VAT payment. e-submissins Cntact Details - Enter the cntact details fr the persn wh makes the submissin. These act as the default details. Yu can change these details when making a submissin. Yu must enter a valid address in the bx. If there is n valid address, the VAT submissin will fail. Creatin Date: 19/2/19 Created by: SW Page 6 f 7

7 EARLIER VERSIONS AND GROUP VAT SUBMISSIONS If yu are n an earlier versin f Sage 200, r wish t submit grup VAT submissins, yu will need t use the MTD Submissin mdule. When yu are ready t make the change and submit t the MTD gateway, yu will need t install the mdule. Prir t that yu shuld submit as usual. T rder the Submissins mdule please cntact yur Accunt manager. SAGE 200 EXTRA ONLINE If yu use Sage 200 Online, yu will als need the MTD Submissins mdule. We are already in the prcess f cntacting all nline custmers with regard t this s there is n need t cntact yur Accunt manager. Creatin Date: 19/2/19 Created by: SW Page 7 f 7