Difference between revisions of "How do I authorise Platinum for Making Tax Digital?"
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== Summary == | == Summary == | ||
| − | This article | + | This article explains how to authorise your Platinum Software with HMRC for the new Making Tax Digital regulations. |
| − | Before you | + | |
| + | == More Information == | ||
| + | Authorisation has to be renewed every 18 months. | ||
| + | Before you start this process, please make sure you have a password set for Platinum Online as this is used as the link between Platinum and HMRC's portal. | ||
See [[How do I set or change my Platinum Online Password?]] for setting your password. | See [[How do I set or change my Platinum Online Password?]] for setting your password. | ||
| − | |||
Go to {{Menu|{{RP}}|Reports|V.A.T. Reports}}. | Go to {{Menu|{{RP}}|Reports|V.A.T. Reports}}. | ||
| − | * You will now see a message saying your Platinum | + | * You will now see a message saying your Platinum Software is not authorised for MTD. Press the {{Button|Authorise}} button. |
| − | * Platinum | + | * Platinum Online will open in your browser window. Enter your username and password and then press the {{Button|Login}} button. |
| − | * Once logged in you be taken directly onto the | + | * Once logged in you be taken directly onto the HMRC 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 HMRC.). |
| − | * Press {{Button|Authorise}} | + | * Press {{Button|Authorise}}. You will now be taken to the sign in page on <i>https://www.gov.uk/</i>. |
| − | * Enter your {{DataPrompt|user id}} and {{DataPrompt|password}} for the | + | * 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.). |
* Press {{Button|Sign in}} button. | * Press {{Button|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. | + | 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 {{Button|Grant authority}} | + | * Now press {{Button|Grant authority}}. |
| + | **Once this is done you will be taken back to Platinum and you can now run your VAT report as normal and Platinum will file your VAT return for you. | ||
== See also == | == See also == | ||
Revision as of 19:38, 4 December 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to authorise your Platinum Software with HMRC for the new Making Tax Digital regulations.
More Information
Authorisation has to be renewed every 18 months. Before you start this process, please make sure you have a password set for Platinum Online as this is used as the link between Platinum and HMRC's portal.
See How do I set or change my Platinum Online Password? for setting your password.
Go to " Reports & Settings Reports V.A.T. Reports".
- You will now see a message saying your Platinum Software is not authorised for MTD. Press the [Authorise] button.
- Platinum Online will open in your browser window. Enter your username and password and then press the [Login] button.
- Once logged in you be taken directly onto the HMRC 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 HMRC.).
- 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 VAT report as normal and Platinum will file your VAT return for you.
See also
