Use the VAT Calculation Worksheet under Making Tax Digital (MTD) in the UK

Making Tax Digital (MTD) in the United Kingdom requires submission of VAT information to Her Majesty’s Revenue & Customs (HMRC) in digital form. Specific rules prohibit human involvement in copying and pasting data to prevent errors. Manager does not include capability to interface directly with HMRC, but incorporates features to make use of HMRC-approved “bridging” software offered by others.

You can use any MTD bridging software, but we officially recommend software by Tax Optimiser Ltd. (www.taxoptimiser.co.uk) for two reasons:

  • It is free for the first year.
  • It does not require use of a spreadsheet program. You can upload a CSV (Comma Separated Values) file exported directly from Manager.

The VAT Calculation Worksheet in the Reports tab contains a yellow notice with instructions on how to lodge VAT submissions through the bridging software. While viewing a worksheet for the desired period, click Export to CSV to export data in the exact format www.taxoptimiser.co.uk will accept:

Follow the remaining instructions on the worksheet.

Note
Before you can lodge your VAT report, you must create an account at www.taxoptimiser.co.uk.

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