Difference between revisions of "How do I set up Platinum for Making Tax Digital?"

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== Summary ==
 
== Summary ==
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This article will explain which setting needs to be changed once you have registered with HMRC for Making Tax Digital.
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This article explains how to inform your Platinum system that you wish to submit VAT returns via HMRC's Making Tax Digital service.
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== More Information ==
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You must register for Making Tax Digital with HMRC.
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Please see the [https://www.gov.uk/guidance/help-and-support-for-making-tax-digital www.gov.uk HMRC] website for further advice on how to register or speak to your accountant.
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Once registered you wil receive confirmation from HMRC. This may take up to 72 hours.
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{{Warning|Please ensure HMRC have confirmed you are subscribed to Making Tax Digital before proceeding.}}
 
{{Warning|Please ensure HMRC have confirmed you are subscribed to Making Tax Digital before proceeding.}}
  
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{{Warning|text=Once your registration has been acknowledged by HMRC you '' MUST'' follow the advice in this article. If you fail to do so and subsequently make a VAT submission through Platinum, it will be submitted but will not be accepted through the new pathway by HMRC. They will not notify you of this situation and your VAT submission will not be counted.}}
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{{Warning|text=Once your registration has been acknowledged by HMRC, you '' MUST'' follow the advice in this article. If you fail to do so and subsequently attempt to make a VAT submission
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through Platinum it will not be submitted to HMRC.}}
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=== Switching on the service ===
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Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Settings}}.
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* In the {{DataPrompt|Search on}} field, enter {{DataValue|Reg}} and press {{KeyPress|ENTER}}.
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* Click {{DataPrompt|V.A.T. registration number}} and press {{Button|F5}} or click {{Button|Edit}}.
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* Enter your V.A.T. reg number '''without spaces'''.
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* Click{{Button|OK}}
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* Click {{DataPrompt|Registered for Making Tax Digital}} and press {{Button|F5}} or click {{Button|Edit}}.
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* Select {{DataValue|Yes}} from the drop down option.
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* Click{{Button|OK}}
  
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== More Information ==
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You must also have the system setting {{DataPrompt|Check updates automatically}} set to {{DataValue|Yes}}.
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There is only one setting that will need to be changed in Platinum once you have registered with HMRC for Making Tax Digital.
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* In the Search on field, enter {{DataValue|updates}}.
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* Set the {{DataPrompt|Check updates automatically}} flag to {{DataValue|Yes}} if it isn't already set.
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* Click {{Button|OK}}
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* Click {{Button|Done}}.
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* Click {{Button|Accept}} to confirm the changes.
  
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* Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Settings}}.
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{{Tip|text=If the updates flag was set to {{DataValue|No}}, click on {{Button|Help}} at the top of the screen. Select {{Button|About Platinum}} and then click {{Button|Online Check}}. This will ensure that the necessary details are updated.}}
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* In the Search on field, enter {{DataValue|Registered}} and press {{KeyPress|ENTER}}.
 
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* This will now show you the setting {{DataValue|Registered for Making Tax Digital}}.
 
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* Click on the field and press {{Button|F5}} or {{Button|Edit}}.
 
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* Select {{DataValue|Yes}} from the drop down option.
 
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* Press {{Button|OK}} then press {{Button|Done}}.
 
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* Click {{Button|Accept}} to confirm the change to the setting.
 
  
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Your Platinum Software is now ready for Making Tax Digital.
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Your Platinum Software is now ready to be authorised for the Making Tax Digital service. Please now follow the steps in [[How do I authorise Platinum for Making Tax Digital?|this]] article.
  
 
== See also ==
 
== See also ==
 
* [[Making Tax Digital]]
 
* [[Making Tax Digital]]
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* [[How do I Authorise Platinum for Making Tax Digital?]]
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* [[How do I authorise Platinum for Making Tax Digital?]]
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* [[How do I re-authorise Platinum for MTD VAT submissions?]]
 
* [[How do I set or change my Platinum Online Password?]]
 
* [[How do I set or change my Platinum Online Password?]]
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* [[How do I Run the VAT 100 Report?]]
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* [[How do I run the VAT 100 report?]]
  
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{{KB_Tags|vat, v.a.t., vat return, mtd, vat100, vat 100, digital, submission, making tax digital, hmrc}}
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{{KB_Tags|vat, v.a.t., vat return, mtd, vat100, vat 100, digital, submission, making tax digital, hmrc, authorise, activate, expired}}
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{{MClass}}{{KB_NL}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}
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{{How}}{{MClass}}{{KB_NL}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}
  
 
{{KB_Ref|RP52}}
 
{{KB_Ref|RP52}}

Latest revision as of 05:29, 10 April 2021

Summary

This article explains how to inform your Platinum system that you wish to submit VAT returns via HMRC's Making Tax Digital service.

More Information

You must register for Making Tax Digital with HMRC.

Please see the www.gov.uk HMRC website for further advice on how to register or speak to your accountant.

Once registered you wil receive confirmation from HMRC. This may take up to 72 hours.

Please ensure HMRC have confirmed you are subscribed to Making Tax Digital before proceeding.
Once your registration has been acknowledged by HMRC, you MUST follow the advice in this article. If you fail to do so and subsequently attempt to make a VAT submission through Platinum it will not be submitted to HMRC.

Switching on the service

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".

  • In the "Search on" field, enter 'Reg' and press <Enter>.
  • Click "V.A.T. registration number" and press [F5] or click [Edit].
  • Enter your V.A.T. reg number without spaces.
  • Click[OK]
  • Click "Registered for Making Tax Digital" and press [F5] or click [Edit].
  • Select 'Yes' from the drop down option.
  • Click[OK]

You must also have the system setting "Check updates automatically" set to 'Yes'.

  • In the Search on field, enter 'updates'.
  • Set the "Check updates automatically" flag to 'Yes' if it isn't already set.
  • Click [OK]
  • Click [Done].
  • Click [Accept] to confirm the changes.
If the updates flag was set to 'No', click on [Help] at the top of the screen. Select [About Platinum] and then click [Online Check]. This will ensure that the necessary details are updated.

Your Platinum Software is now ready to be authorised for the Making Tax Digital service. Please now follow the steps in this article.

See also


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Keywords AND Misspellings
vat, v.a.t., vat return, mtd, vat100, vat 100, digital, submission, making tax digital, hmrc, authorise, activate, expired
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