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

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(Created page with "{{Review}} == Summary == This article will explain how to authorise your Platinum Software with H.M.R.C for the new Making Tax Digital regulations this will need to be done ev...")
 
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== More Information ==
 
== More Information ==
 
Go to {{Menu|{{RP}}|Reports|V.A.T. Reports}}.
 
Go to {{Menu|{{RP}}|Reports|V.A.T. Reports}}.
 
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* You will now see a message saying your Platinum software is not authorised press the  {{Button|Authorise}} button.
You will now see a message saying your Platinum software is not authorised Click {{Button|Authorise}}.
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* Platinum online will open in your browser window and you will need to enter your username and password and then press the {{Button|Login}} button.
 
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* Once logged in you be taken directly onto the H.M.R.C Authorisation section, if it does not then you may not have access credentials (You must have access to {{Menu|{{RP}}|Maintenance Options|System Administrator}} in order to authorise Platinum for use with H.M.R.C.).
Platinum online will now open in your browser window and you will need to enter your username and password and then press {{Button|login}}.
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* Press {{Button|Authorise}}, you will now be taken to the sign in page on <i>https://www.gov.uk/</i>.
 
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* Enter your {{DataPrompt|user id}} and {{DataPrompt|password}} for the government gateway.(Note: You are no longer on a Catalyst website, you are now on the the UK government gateway website so Catalyst will never have access to your HMRC sign in credentials.).
Platinum online should now open directly onto the H.M.R.C Authorisation section, If it does not the Click on {{Menu|Administration}} then Click {{Menu|Authorisation}} then {{Menu|H.M.R.C Authorisation}}
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* Press {{Button|Sign in}} button.
Now Click on {{Button|Authorise}} this will take you to ""GOV.UK"" Click on {{Button|Authorise}} you will now be taken to a new page where you will need to enter your user id and password for the government gateway.
 
 
 
Now Click {{Button|Sign in}}.
 
  
 
Once you have signed in you will be taken to another page that will now ask you to authorise Platinum for Making Tax Digital.
 
Once you have signed in you will be taken to another page that will now ask you to authorise Platinum for Making Tax Digital.
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* Now press {{Button|Grant authority}} once this is done you will be taken back to Platinum and you can now run your V.A.T report as normal and platinum will file your V.A.T return for you.
  
Now Click {{Button|Grant authority}} once this is done you will be taken back to Platinum and you can now run your V.A.T report as normal and platinum will file your V.A.T return for you.
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== See also ==
 
 
 
 
== See Also ==
 
 
* [[How do I Run the VAT 100 Report?]]
 
* [[How do I Run the VAT 100 Report?]]
 
* [[Making Tax Digital]]
 
* [[Making Tax Digital]]
  
 
{{KB_Tags|MTD, Making Tax Digital, VAT, VAT 100}}
 
{{KB_Tags|MTD, Making Tax Digital, VAT, VAT 100}}
{{ZN_Accounts}} {{ZN_Admin}} {{KB_SL}} {{KB_PL}} {{KB_NL}} {{FAQ}}
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{{FAQ}} {{ZN_Accounts}} {{ZN_Admin}} {{KB_SL}} {{KB_PL}} {{KB_NL}}

Revision as of 15:51, 3 December 2018

Summary

This article will explain how to authorise your Platinum Software with H.M.R.C for the new Making Tax Digital regulations this will need to be done every 18 months. Before you try this make sure you have a password set for Platinum online as this will be used as a link between platinum and H.M.R.C's portal.

See How do I set or change my Platinum Online Password? for setting your password.

More Information

Go to " Reports & Settings Reports V.A.T. Reports".

  • You will now see a message saying your Platinum software is not authorised press the [Authorise] button.
  • Platinum online will open in your browser window and you will need to enter your username and password and then press the [Login] button.
  • Once logged in you be taken directly onto the H.M.R.C Authorisation section, if it does not then you may not have access credentials (You must have access to " Reports & Settings Maintenance Options System Administrator" in order to authorise Platinum for use with H.M.R.C.).
  • Press [Authorise], you will now be taken to the sign in page on https://www.gov.uk/.
  • Enter your "user id" and "password" for the government gateway.(Note: You are no longer on a Catalyst website, you are now on the the UK government gateway website so Catalyst will never have access to your HMRC sign in credentials.).
  • Press [Sign in] button.

Once you have signed in you will be taken to another page that will now ask you to authorise Platinum for Making Tax Digital.

  • Now press [Grant authority] once this is done you will be taken back to Platinum and you can now run your V.A.T report as normal and platinum will file your V.A.T return for you.

See also


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Keywords AND Misspellings
MTD, Making Tax Digital, VAT, VAT 100