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:

  1. In the Companies folder, right-click the relevant company.
  2. Select Edit.
  3. Click the BTP tab.
  4. From the information provided for the Advanced Business Tax Portal, complete the following fields:
  5. Note Where you have multiple companies, these fields will have to be completed for each one.

  6. In the Branches folder, right-click the relevant branch.
  7. Select Edit.
  8. 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.
  9. Note Where you have multiple branches, the Company Name and VAT Registration Number will need to be entered for each one.

In System Parameters:

  1. Select the BTP License system parameter.
  2. Set the Value drop-down to one of the following options depending on your licence.

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: