Making Tax Digital
As part of the Making Tax Digital, Advanced
has developed a Business Tax Portal to which ALB
can send information ready to pass on to the Government portal for the
VAT returns.
There are two versions of the process, which enable you to send either,
the VAT return totals or transaction level returns:
Advanced Business
Tax Portal
For details on setting up and using the Advanced
Business Tax portal for both the Base and Full integrations, please see
the Advanced Business
Tax Portal documentation. Advanced
also has eLearning on the subject of Business Tax Portal available. For
further information, please speak to your account manager.
Notes
- Setting up the Advanced
Business Tax portal includes entering the company name in
the Source Reference field. This needs to match the company
name as it is set in ALB.
To check this, go to Utilities »
Core PMS and select the Companies folder.
- For a brief video of signing
into the Business Tax Portal and a quick tour, please see
the Feature
Tours page.
|
Setup
There are three parts that require setting up in Utilities ALB, two in Core PMS and one in
System Parameters.
You will also need access to the Advanced
Business Tax portal, to enable you to log on and set up the details of
your company and VAT registration number.
In Core PMS:
- In the Companies
folder, right-click the relevant company.
- Select Edit.
- Click the BTP
tab.
- From
the information provided for the Advanced
Business Tax Portal, complete the following fields:
- BTD Application URL
- BTD Company Accounts
- BTD Authentication ID
- BTD Authentication Secret
Note
Where you have multiple companies, these fields will have to be completed
for each one.
- In the Branches
folder, right-click the relevant branch.
- Select Edit.
- Ensure that the Company
Name and VAT Registration
Number is set. The VAT number needs to be the one set on the
Business Tax Portal.
Note
Where you have multiple branches, the Company Name and VAT Registration
Number will need to be entered for each one.
In System Parameters:
- Select the BTP
License system parameter.
- Set the Value
drop-down to one of the following options depending on your licence.
- Manual. The Manual option continues the
VAT Enquiry and Reconciliation as before.
- Base.
The Base option uploads the nine totals from the VAT Enquiry to
the Advanced
Business Tax portal.
- Full.
The Full produces transaction level details in CSV format which
can up imported via the Advanced
Business Tax portal.
In VAT Enquiry/Reconcile:
In the VAT Enquiry/Reconcile screen, click
BTP Login.
The BTP Login will act depending on the status of the BTP setup:
- The button will be disabled for the Manual
setting.
- If there is only one company set up for
with credentials the integration, the Business Tax Portal will open
and log you in.
- If you have multiple companies set up with
credentials for the integration, a drop-down displays for you to select
which company is to be used.
- If no credentials are setup for a company
or they are incorrect, a message displays advising that credentials
are invalid.