Thank you for your feedback.

Was this useful?

VAT Filer- How to submit your own companies VAT return?

Article ID

vat-filer-how-to-submit-your-own-companies-vat-return

Article Name

VAT Filer- How to submit your own companies VAT return?

Created Date

9th May 2023

Product

Problem

IRIS VAT Filer- How to submit your own companies VAT return?

Resolution

There are two pathways for you to choose – please read both before proceeding:

If you ONLY submit your own VAT (eg you have no clients, you bought the VAT software just for your company):

1) Load your own company in the VAT filer, Client and View, Accountant and check its set to AGENT. Exist and back to main VAT screen, now click ‘Client refresh’ – Log in using your original MTD credentials (this is from HMRC as an agent login) for your business and you can now submit VAT for their own company.

Warning: When checking the ‘Accountant’ section: if its already set to Alternative or Branch (and not agent), stop and first ask your team if there are ANY other VAT users with logins being used, if they state yes or its unclear then follow the below steps for If you submit other companies and your own VAT (eg your an accountant for several clients) to set up a new alternative login.

2) If you have any issues then you need to check your using the correct MTD credentials and you may need to contact HMRC support (as IRIS doesn’t create or support these MTD credentials).

If you submit other companies and your own VAT (eg your an accountant for several clients):

1)Load your own company in the VAT filer. Client view / Accountant- switch to ‘Alternative’ accountant – new and create that new account and ensure it includes the text ‘VAT’ – then make sure its ticket ‘Can act as agent’ (may need to be Master to do this)

Tax


2) Click the ‘Client refresh’ button
3) Log in using your original MTD credentials (this is from HMRC) for your business (do not use the VAT ASA login)
4) Can now submit VAT for their own company
5) Remember the ‘Agent’ setting is normally used when submitting for other company VATs – so be careful not to mix up the alternative and agent accountants or you wont be able to submit the VAT

Thank you for your feedback.

Was this useful?