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

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== More Information ==
 
== More Information ==
 
Authorisation has to be renewed every 18 months.
 
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.  
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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.

Revision as of 05:30, 30 April 2019

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.

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

To check this :

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
  • Search for 'updates'.
  • Set the "Check updates automatically" flag to 'Yes' if it isn't already set.
  • Press <Esc> and [Accept] to set the flag, then exit from this option.
  • If the flag was set to 'No', click on [Help] on the bar at the top of the screen, then [About Platinum] and then click [Online Check]. This will ensure that the necessary details are updated.

Also ensure HMRC have confirmed you are subscribed to Making Tax Digital. You should have received an email from HMRC to confirm, but you can also log onto the Government Gateway and check there.

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 will 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.
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 the [Sign in] button.

Once you have signed in, you will be taken to another page that will 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


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Keywords AND Misspellings
mtd, making tax digital, vat, vat 100
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