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

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

Clients with full (level 8) access to FreeAgent can complete this process themselves by following the steps outlined in our Knowledge Base. However, you may prefer to do this on their behalf instead by following the steps below.

If your client makes VAT payments through Direct Debit, you cannot sign them up during the seven working days leading up to, or the five working days after their VAT return is due.

Sign your clients up to MTD

When you’re ready to sign a client up to MTD, visit HMRC’s signup page and enter the following information when prompted:

  • Your practice's Government Gateway ID and password for MTD services - these are the credentials you used when you created your agent services account
  • Each agent Government Gateway user ID used by members of your practice for your VAT clients
  • The client’s VAT registration number
  • Additional information about the client's business
  • The client's email address

Switching to MTD filing in FreeAgent

Once all your clients have been signed up for MTD with HMRC, follow the steps below to switch them 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, so please make sure the client has been signed up to MTD with HMRC before completing this step.

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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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