How to set up your clients for Making Tax Digital (MTD) for VAT

This article explains how to set up your VAT-registered clients for Making Tax Digital (MTD) for VAT once your practice is set up for MTD for VAT filing.

Switching to MTD filing in FreeAgent

Follow the steps below to switch your clients to MTD filing in FreeAgent.

1. Select a client

Navigate to ‘My Clients’ from your Practice Dashboard and select the name of the client you would like to switch to MTD filing.

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2. Switch to MTD filing

Select ‘Switch Company to MTD filing’ to complete the process. This will allow you to submit MTD VAT returns from FreeAgent on that client’s behalf.

Please note that once a client has been switched to MTD filing in FreeAgent, they cannot be switched back.

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Repeat this process for all your VAT-registered clients in FreeAgent.

What happens next?

Once the client has been successfully switched to MTD filing, you’ll see a message confirming this at the top of the client’s profile on your Practice Dashboard.

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