# tbl0Countries

CountryName:
South Georgia and the South Sandwich Islands


# tbl0LocalDocs

DocContents:
Software 'Terms of Use' Agreement (Effective from 25th May 2018)


Updated on: 7th March 2026


Please read this software 'Terms of Use' agreement and the 'NJT Privacy Notice' carefully before clicking on the 'Accept' button below.


 


1. Software Licence


1.1 For the Free 'Live Evaluation' versions of the software, you are permitted to use the software for as long as required. In order to submit VAT or Tax Returns to HMRC, you will need to purchase an annual licence appropriate to your business requirements.


 


1.2 For purchased 'Licensed' versions of the software, you are permitted to use a single instance of the software for each licence purchased and for the duration of the licence. Copies of the software are permitted for backup purposes only. You must not exceed the total number of 'Businesses/Clients' permitted by your licence.


 


1.3 Licences are purchased for a 12-month period. However, licences can be upgraded during this period where the required number of clients has increased.


 


You would simply pay the difference between the two prices. This is a fixed amount irrespective of when the upgrade occurs. For example, is you upgraded after 6 months, you would pay the total difference between the two licence prices. You would receive an additional invoice and a new Activation Key, which would expire on the same date as the previous licence.


 


2.Restrictions


You agree not to, and you will not permit others to:


(a) Licence, sell, distribute, outsource, disclose or otherwise commercially exploit the software.


(b) Access, modify, decrypt, reverse engineer the software.


 


3. Fraud & Misuse Prevention


3.1 When you submit a VAT or Tax Return using the software, additional information is sent automatically to HMRC, as required within HMRC's 'Fraud & Misuse Prevention' specification.


This includes the following:


• Computer (make & model)


• Computer hard drive serial number


• Computer Network adaptor MAC address


• Computer Local IP address  


• Windows (name, version, user name, screen size & time zone)


• Excel screen size


 


3.2 For licensed versions of the software, additional information, including usage statistics, is sent periodically to NJT.


The purpose of this is to enable NJT to provide effective technical support and to assist judicial investigations where misuse may have occurred.


This includes the following:


• The NJT software licence details


• Total number of 'Taxpayer' records


• Total number of submissions


• Date of last submission


• Grant authority date & expiry


• Software folder location


• Computer (make, model & RAM)


• Windows (name, version, screen size, bit type & time zone)


• Excel (version, screen size & bit type)


 


4. Disclaimers of warranties


4.1 Limited Warranty


Although NJT endeavours to release software that is error-free, in reality, under certain circumstances, occasionally errors may exist. NJT will correct these errors, when notified, and release a new version as soon as is practicably possible. 


NJT will also implement software enhancements on an ad-hoc basis and implement changes when requested to do so by HMRC.


New versions can be downloaded without additional charge as part of your existing Licence agreement. 


 


4.2 Warranty Disclaimer


Except for the limited warranty expressly described in section 4.1, the software and related documentation is licenced 'As Is' and NJT disclaims any and all other warrantees, whether expressed, implied or statutory, including, without limitation, any implied warrantees of merchantability, satisfactory quality, fitness for a particular purpose, accuracy, timeliness or non-infringement of 3rd party rights, to the fullest extend authorised by the Law. 


Without limiting the generality of the foregoing, NJT does not warrant that the software will explicitly meet your requirements or that operation of the software will be uninterrupted, timely or error-free.


 


4.3 Proprietary Rights to Software and Trademarks


You acknowledge that the software and documentation are proprietary to NJT, and the software and documentation are protected under copyright and other intellectual property laws and international treaties. You further acknowledge and agree that, as between you and NJT, NJT owns and shall continue to own, all right, title and interest in, and to the software and documentation, including associated intellectual property rights, under copyright, trade secret, patent or trademark laws.


Except for the limited, revocable licence expressly granted to you herein, this agreement does not grant you any ownership or other right or interest in or to the software and documentation or any other intellectual property rights of NJT, whether by implication or otherwise. Any and all trademarks or service marks that NJT uses in connection with the software rendered by NJT are marks owned by NJT.


This agreement does not grant you any right, licence, or interest in any such marks, and you shall not assert any right, licence, or interest in such marks or any words that are confusingly similar to such marks.


DocContents:
NJT Privacy Notice (Effective from 25th May 2018)


Updated on: 31st Aygust 2022


 


1. Introduction


Neilson James Technology (NJT) is committed to ensuring your personal information is protected. This privacy notice describes how NJT, collects, uses and protects your personal information.


Under the General Data Protection Regulation (GDPR), NJT is classified as both a 'Data Controller" and 'Data Processor'. This means that NJT is responsible for both deciding how personal information about you is held and also responsible for actually processing this information.


This privacy notice is available to you because NJT may hold personal details such as your Business Contact Name and Email Address, obtained via direct enquiries or purchases of NJT software. For licensed software customers, NJT may also hold additional information.


It makes you aware of how and why your personal data will be used, namely for the purposes of the selling & supporting software products, and how long it will usually be retained for. It provides you with certain information that must be provided under the General Data Protection Regulation ((EU) 2016/679) (GDPR).


 


NJT is registered with the Information Commissioner's Office (ICO).


The Registration No is: 11843152


 


2. How is your information collected?


2.1 NJT only collects personal information about customers or interested parties from the following sources:


(a) Telephone calls or text messages between NJT and you.


(b) Emails or Website enquiries received from you in respect of a product enquiry, software support or purchase order.


(c) For licensed software customers, NJT may also capture additional information.


(d) NOTE: NJT does not use 3rd party mailing lists or databases to obtain personal or Business details. Consequently, information held would be as a result of an approach from yourself.


 


3. What information NJT holds?


3.1 NJT only stores information about customers or interested parties as follows:


(a) For interested parties, NJT holds the following business details: Business Name, Address, Telephone No, Contact Name & Contact Email Address.


(b) For customers, NJT holds the following customer details: Customer Name, Address, Telephone No, Contact Name, Contact Email Address & VAT Registration Number.


(c) When you submit a VAT or Tax Return using the NJT VAT Return Manager (MTD) software, additional information is sent automatically to HMRC, as required within 'Fraud & Misuse Prevention' legislation (See HMRC Directive below).


This includes the following:


• Computer (make & model)


• Computer hard drive serial number


• Computer Network adaptor MAC address


• Computer Local IP address  


• Windows (name, version, user name, screen size & time zone)


• Excel screen size


(d) The NJT Tax Return Manager (MTD) software is available for use on an 'Evaluation' basis or under an annual licence agreement. 


For licensed versions of the software, additional information, including usage statistics, is sent periodically to NJT.


The purpose of this is to enable NJT to provide effective technical support and to assist judicial investigations where misuse may have occurred.


This includes the following:


• The NJT software licence details


• Total number of 'Taxpayer' records


• Total number of submissions


• Date of last submission


• Grant authority date & expiry


• Software folder location


• Computer (make, model & RAM)


• Windows (name, version, screen size, time zone & bit type)


• Excel (version, screen size & bit type)


 


HMRC Directive to Software Developers:


Transaction Monitoring (TxM) is a key security approach adopted in the UK and globally. Our approach is in line with National Cyber Security Centre (NCSC) and Cabinet Office recommended guidance and industry good practice. We monitor transactions to protect taxpayers from infringement of their data by criminals or fraudsters. Without the protection offered by TxM, personal data could be compromised, leading to fraud against taxpayers or the UK Exchequer.  You must help us protect our users’ confidential data by sending us particular types of user audit data which we will record. Our APIs provide HTTP headers that you can use to pass this audit data to us. These headers can influence the processing of the API call, or support our prosecutions for tax or duty fraud.


 


4. How NJT uses information about you


4.1 NJT needs all the categories of information described above primarily to allow NJT to, conduct business with you, provide support to you and to enable us to comply with legal obligations.


 


4.2 NJT will not share your personal information with any external organisation with the exception of HMRC and other Criminal Justice departments, where requested to do as part of any criminal investigation.


 


5. How your information is stored


The security of your personal information is paramount. Your personal information is only stored on systems owned or operated by NJT or those of our specific suppliers and will only be stored inside the European Economic Area. Every effort is undertaken to ensure the continued integrity and security of personal data. Regular secure data backups are undertaken and stored both locally and within the cloud. Additionally, pro-active Antivirus is installed on all machines and updated every few hours. Windows operating systems are maintained to ensure Security updates and patches are up to date at all times.


 


6. How long does NJT hold your Information


6.1 For interested parties, NJT will normally hold your contact details for a period of 2 years.


 


6.2 For customers, NJT will normally hold your details for a period of 6 years from the date of your latest Sales invoice.


 


7. Your rights


7.1 Under certain circumstances, by law you have the right to:


(a) Request access to your personal information (commonly known as a "data subject access request"). This enables you to receive a copy of the personal information that NJT hold about you and to check that it is being lawfully processed.


(b) Request correction of the personal information that NJT hold about you. This enables you to have any incomplete or inaccurate information corrected.


(c) Request erasure of your personal information. This enables you to ask NJT to delete or remove personal information where there is no good reason for NJT to continue processing it. You also have the right to ask to delete or remove your personal information where you have exercised your right to object to processing (see below).


(d) Object to processing of your personal information where NJT are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground. You also have the right to object where NJT are processing your personal information for direct marketing purposes.


(e) Request the restriction of processing of your personal information. This enables you to ask NJT to suspend the processing of personal information about you, for example if you want NJT to establish its accuracy or the reason for processing it.


(f) Request the transfer of your personal information to another party.


 


If you want to review, verify, correct or request erasure of your personal information, object to the processing of your personal data, or request that NJT transfer a copy of your personal information to another party, please contact our Privacy officer or by email at 'privacy@neilsonjamestech.co.uk'.


DocContents:
Introduction


The 'NJT Tax Return Manager' bridging software is an application developed in Microsoft Access, that provides a quick and secure online filing of, MTD compliant, Tax Returns to Her Majesty's Revenue and Customs (HMRC).


HMRC defines 'Bridging software' as a product that provides an MTD compliant digital link between your accounting / bookkeeping software and the HMRC system.


The software comprises of a ‘Front End’ application (Software) and a separate ‘Back End’ database. Due to this versatile design, the software is applicable for individuals and for businesses/Agencies of all sizes.


The software is fully ‘Multi’ User, which means many users can access the database simultaneously. The ‘Front End’ software is installed on each User’s computer and the database can be stored locally or on a central computer (File Server).


 


Terminology


The global term 'Taxpayer' covers to all types of Taxpayer, including, Individuals, and Businesses.


 


General Information



 Fully MTD compliant

 Designed for use by businesses with One or more VAT Registration Numbers, or Agencies that submit VAT returns on behalf of Clients.

 Designed for use by Sole Traders with One or more 'Self Employment' or 'UK Property' businesses, or Agencies that submit Income Tax returns on behalf of Clients.

 Please Note: Due to the 'Foreign Property Business' design changes introduced by HMRC, the NJT software will not include this type of business.

 ‘Single’ or ‘Multi’ User, the database can be installed on a local computer or a central server. Which means that multiple users can access the database simultaneously.

 HMRC submissions and responses can be viewed on screen, printed or saved as PDF file.

 Facility to amend, delete and search for Taxpayers (relevant mainly to multiple licences).

 Facility to check for and automatically download new ‘Font End’ software releases.

 Product is fully compliant with HMRC security requirements.




 


VAT Returns



 Facility to retrieve the latest MTD VAT Return obligation for each Taxpayer from HMRC.

 Prepared VAT returns can be imported directly from the 'VT Transaction+' or 'VT Cash Book'.

 Prepared VAT Returns can be imported directly from a pre-defined Excel workbook or CSV file.

 Prepared VAT Returns can be imported from a Microsoft Access exported file in a standard Excel format.

 Prepared VAT Returns can be imported from a variety of 3rd party accounts systems via exported VAT Return files. Please see the NJT website for a full list of supported systems.

 Retrieve and view historic MTD VAT Returns from HMRC. For example, where previous MTD VAT Returns have been submitted using other 3rd party software.

 Retrieve and view payments and liabilities from HMRC.

 For the multiple licences, a 'VAT Diary' function is available to assist in the management of VAT returns, including Taxpayers without an VAT obligation and a chronological list of outstanding VAT obligations.




 


Income Tax



 From April 2026, the software caters for ‘Quarterly Update’ submissions only for the Tax Year 2026-27 onwards. 

 From April 2027, it is intended that the ‘Year-End’ functionality will be included.

 Due to the 'Foreign Property Business' design changes introduced by HMRC, the NJT software will not include this type of business.

 Facility to retrieve the latest MTD Income Tax obligations for each Taxpayer from HMRC.

 Prepared ‘Quarterly Update’ values can be imported directly from a pre-defined Excel workbook or CSV file.

 Additional 3rd party accounts system formats will be considered upon request.




Facility to change your ‘Quarterly Period Type’ from ‘Standard’ to ‘Calendar’ and vice versa. However, you can only change this before your first ‘Quarterly Update’ submission of the current Tax Year. Example Periods are: ‘Standard Q1 06-Apr to 05-Jul’ and ‘Calendar 01-Apr to 30 Jun’.


DocContents:
Support Availability


Software support is available from 9.00am to 5.00pm Monday to Friday, excluding Bank Holidays. If you contact support by email, you can expect to receive a response within 1 working day.


 


When Contacting Support


Please quote the following:


1. The name of the software product you are using


2. Software Licence No (or state 'Live Evaluation')


3. Your Business name


4. Your contact came & telephone number


 


How to Contact Support


You can contact support using any of the following methods:


• Email to 'support@neilsonjamestech.co.uk'


• Office: +44 (0)161 706 0147


• Mobile: +44 (0)7455 444 261


• Note: if you receive a 'Run Time' error message whilst using the software, you can send this error message directly to NJT.


For the ‘VAT Return Manager’, click on the 'Display Last Error' button via 'Administration Routines'. 


For the ‘Tax Return Manager’, click on the 'Send Diagnostics to NJT' button via 'Administration Routines'. 


It is recommended that you supplement this with an email or telephone call.


 


Remote Log-In Support


NJT also provides a free Remote Log-in service. Simply telephone NJT and arrange a suitable time, often this can be provided immediately. You will be guided on how to download the 'Splash Top' software (NJT website link below), then you give the 9-digit access code.


Click on link: NJT Support


DocContents:
1. Summary



 Compatible only with Microsoft Windows computers (I.e. not Apple Mac machines, unless running Parallels)

 Windows 10 onwards, Windows 11 recommended.

 Microsoft Access 2016 onwards or you can download the free Microsoft Access 365 ‘Run Time’ version.

 Web Browser, for example, Google Chrome, Microsoft Edge, Firefox etc.

 Internet connection.

 PDF reader (for viewing PDF files).




 


2. Microsoft Windows


This software is developed in Microsoft Access and uses various advanced features of Microsoft Windows and is therefore only compatible with computers running Microsoft Windows 10 and above. Both Windows '32-bit' and '64-bit versions are supported. (Windows 11 is recommended).


 


Note: Please ensure that all Microsoft Updates are installed. It is recommended that your computer is configured to install Windows Updates automatically and the 'Microsoft' option is ticked.


 


3. Web Browser


The bridging software automatically launches your default Web Browser when required. 


 


4a. Microsoft Office (Full installation With Access) is Recommended


Microsoft Office 2016 onwards (Microsoft 365 on Windows 11 is recommended).


Note 1: Supports both '32-bit' and '64-bit' versions of Microsoft Office.


Note 2: All 'Important' Windows & Microsoft Updates should be installed.


The most effective way to do this is to configure your computer to install 'Windows' Updates automatically and to tick the 'Microsoft' options box.


 


Office Configuration


Microsoft has taken a much tighter approach to software security. As a result of this, some Access features are disabled during an initial installation. For the Bridging software to function correctly, a few changes are required within the Access Options.


 



 Open Access. Then click on 'Options' (Bottom left of screen), then click on 'Trust Centre' then click on 'Trust Centre Settings'.

 Trusted Locations: Add the 'Location' of the folder where you saved the software,

      (For example, "C:\My MTD Tax Returns"). Also tick the box 'Subfolders'.

 ActiveX Settings: Select the round radio button 'Prompt me before enabling all controls with minimal restrictions'.

 Macro Settings: Select the round radio button 'Disable all macros except digitally signed macros'.

 Then, click on the 'OK' button.

 Finally, Exit Access.




 


4b. Microsoft 365 Access (Run Time Version)


If Microsoft Access is already installed on your computer as part of Microsoft Office, then you do not need to download Access Runtime.


Click on the link below to download the Microsoft 365 Access Runtime version. If you already have Office installed on your computer that does not contain Access, then Microsoft will attempt to download the corresponding version of the RunTime. For example Office 2024 & Access Runtime 2024.


 


If Microsoft Office is not installed on your computer then you can download the Microsoft 365 Access runtime version free of charge.


 


If your current Office installation does not include Microsoft Access then you can also download the Microsoft 365 Access runtime software free of charge. In which case, Microsoft will attempt to download the corresponding version of the RunTime software. For example Office 2024 & Access Runtime 2024.


 


Important Note: The Runtime software must match the architecture of your Microsoft Office.


Example 1: If Office 64-bit is installed then you must download Access Runtime 64-bit.


Example 2: If Office 32-bit is installed then you must download Access Runtime 32-bit.


 


Click on the link below to download Microsoft Access 365 Runtime then continue at the next step.


Remember to select the 'English' language option from the dropdown menu.


https://support.microsoft.com/en-us/office/download-and-install-microsoft-365-access-runtime-185c5a32-8ba9-491e-ac76-91cbe3ea09c9


DocContents:
Initial Setup (Part 1)


1. Accept the software 'Terms of Use'.



 Click on the 'Terms of Use' button.

 Read the Terms of Use and Privacy Notice, then Click on the 'Accept' button.




 


2. Add a Taxpayer record.



 Click on the 'Add' button.

 Then populate the Taxpayer Name, Reference (Optional), set Status to 'Active', set HRMC Account Type to 'Agent' or 'Taxpayer'.

 For VAT, populate the 9-digit VAT Registration Number.

 For Income Tax, populate the National Insurance Number (NINO).

 Click on the 'Save' button.




 


Initial Setup (Part 2)


3. Activate your software licence (Live Version Only).


Note: After you have emailed your purchase order for your software licence, you will receive an 'Order Confirmation' email. This email will contain your licence details.



 Click on the 'Purchase Licence' button on the Dashboard.

 Enter the 'Business Name' & 'Licence Number'. Note: If you do not have a business then enter you own name.

 Select the 'Licence Type' from the dropdown list.

 Then enter the 'Activation Key' and click on the 'Activate' button.




 


4. Give Permission (Formerly called Grant Authority) for 18-months.



 Click on the relevant ‘Give Permission’ button.

 A Form (Window) will be displayed explaining the process.

 Select the Services you require then Click on the 'Launch HMRC Website' button.

 You will be re-directed to the HMRC website, via your default Web browser, and prompted to login then Give Permission.

 When your Authorisation Code is displayed, Click on the 'Copy' button.

 Then return to this software.




Note: When returning to this software you may need to click on the 'Give Permission' Form before you can click on the buttons.


7. Click on the 'Paste' button.


8. Click on the 'Continue' button.


DocContents:
1. Data Items Explained


 


Taxpayer Details


Taxpayer/Trading Name: (Required)


This is your name (for individuals) or your Trading Name (for businesses). You can enter a name up to 55 characters. Certain special characters are prohibited, such as a Question Mark (?) or colon (:). The Name will be validated, and a message displayed where invalid characters are found.


 


Tax Service Type: (Required)


This denotes which HMRC Tax services are available and is relevant to your chosen software licence.


VAT – Submit VAT returns only.


IT – Submit Income Tax Self-Assessment returns only.


All – Submit VAT returns and Income Tax Self-Assessment returns.


 


HMRC Authority: Type (Required)


This denotes the method used to Grant Authority with HMRC.


 


A. Set to 'Taxpayer' for Taxpayers that submit Tax Returns, using their individual 'Business Tax' Account.


B. Set to 'Agent' for Agents that submit Tax Returns on behalf of clients, using their 'Agency Services' Account.


C. Set to 'Taxpayer' for Agents that submit Tax Returns on behalf of clients, using their clients 'Business Tax' Account.


Note: ‘Item C’ will allow authority to granted independently. This is applicable only when an 'Agency' type software licence is purchased.


 


Managed By: (Dependant on type of Software Licence)


Relevant only to ‘Multiple’ Licences and where at least One 'Active' User/Agent exists otherwise the dropdown box will be hidden from view.


 


Where at least One 'Active' User/Agent exists:


1. Each Taxpayer record will be linked to a User or linked to an Agent (‘Agency’ type licences only).


2. Taxpayer records can be filtered accordingly by User/Agent.


 


Active: (Required)


There are two values to choose from:


'Yes' - This is the normal status setting.


'No' - You can set the ‘Active’ status to 'No', for example, where you no longer submit returns for the Taxpayer. This setting also allows you to delete 'unfulfilled' Obligations. Also, the Taxpayer record will be excluded from the 'Obligation Manager' lists.


 


Local Reference: (Optional)


This a free text item that you may use to identify a Taxpayer record. This item is included as part of the search in the 'Find' routine. Mainly relevant to ‘Multiple’ licences.


 


VAT Service


VAT Registration Number: (Required only where you have enrolled for this Service)


This is your 9-digit VAT reference number allocated by HMRC.


 


Income Tax  Service (IT)


National Insurance Number: (Required only where you have enrolled for this Service)


This is your National Insurance Number allocated by HMRC.


 


Employment Types: (Required only where you have enrolled for this Service)


Tick any of the boxes that apply. At least One box must be ticked.


 


 


2. Add a Taxpayer Record:


1. Click on the 'Add' button.


 


Taxpayer Details


2. Taxpayer/Trading Name: Enter your Name or Trading Name, subject to the validation rules.


3. Taxpayer Service Type: Choose ‘VAT’, ‘IT’ or ‘All’.


4. HMRC Authority Type: Choose 'Agent' or 'Taxpayer'.


Note 1: This is associated with the MTD account used to grant authority.


Note 2: For all licences except ‘Agency’, this is locked as 'Taxpayer'.


5. Managed By: Select preferred ‘Agent Name’ or ‘User Name’ (‘Multiple’ licences only).


6. Active: Choose 'Yes' or 'No'. When the status is set to 'No', you can delete unfulfilled obligations. Also the Taxpayer record will be excluded from the 'Obligation Manager' lists.


7. Local Reference: Optionally enter your local reference, (limited to 10 characters in length). For example, Post Code or an internal code used to identify the Taxpayer.


 


VAT Service


8. VAT Registration Number: Enter your 9-digit VAT reference number allocated by HMRC.


 


Income Tax Service (IT)


9. National Insurance Number: Enter your National Insurance Number.


10. Employment Type: Select at least One Type.


 


11. Click on the 'Save' button.


Note: the details will be validated before saving.


 


 


3. Edit a Taxpayer Record:


1. Click on the 'Edit' button.


 


Taxpayer Details


2. Taxpayer/Trading Name: You can amend this item as you wish, subject to the validation rules.


3. Taxpayer Service Type: Choose ‘VAT’, ‘IT’ or ‘All’.


4. HMRC Authority Type: Choose 'Agent' or 'Taxpayer'.


Note 1: This is associated with the MTD account used to grant authority.


Note 2: For all licences except ‘Agency’, this is locked as 'Taxpayer'.


5. Managed By: You can change your preferred ‘Agent Name’ or ‘User Name’ (‘Multiple’ licences only).


6. Active: Choose 'Yes' or 'No'. When the status is set to 'No', you can delete unfulfilled obligations. Also the Taxpayer record will be excluded from the 'Obligation Manager' lists.


7. Local Reference: Optionally enter your local reference, (limited to 10 characters in length). For example, Post Code or an internal code used to identify the Taxpayer.


 


VAT Service


8. VAT Registration Number: You can only amend this item where no VAT Returns exist.


 


Income Tax Service (IT)


9. National Insurance Number: You can only amend this item where no Income Tax Returns exist.


10. Employment Type: Select at least One Type.


 


11. Click on the 'Save' button.


Note: the details will be validated before saving.


 


 


4. Delete a Taxpayer Record


Within the 'Edit' routine, click on the 'Delete' button.


Note 1: Taxpayer records can be deleted only where no Tax Returns have been submitted to HMRC. I.e. no 'Fulfilled' obligations exist.


Note 2: If you have already submitted a Tax Return to HMRC, you can change the ‘Active’ Status to 'No'.


DocContents:
Introduction


Before you can communicate with HMRC using this software, you first need to complete the process that allows the NJT software to interact with HMRC. This process is known as 'Give Permission' (Formerly known as ‘Grant Authority’). This will last for 18 months, however it can be revoked at any time via your HMRC Gateway account. For information, this was formerly known as ‘Grant Authority’.


 


The software allows for multiple instances of the 'Permission'. For example, where you have different MTD Business Tax accounts for VAT and Income Tax. Or for example, where a Taxpayer is not linked to your Agent Account.


In both cases the Permission would be given independently using the respective MTD Business Tax account.


 


Under the MTD system, the process to login to your HMRC account is completed externally to this software. Your default web browser is opened by this software whereby you are prompted to login and give permission. This method has been introduced by HMRC to ensure segregation of the login process from 3rd party software.


 


For Individuals or Businesses with a single HMRC Tax account


You give permission using your MTD ‘Business/Personal Tax’ account.


Whilst adding your Taxpayer record, within the software, you set the 'Permission Type' to 'Taxpayer'. This will be locked after you purchase a non-Agency licence.


 


For Individuals or Business with separate HMRC Tax accounts for VAT and Income Tax


You would give permission separately for each of your MTD ‘Business/Personal Tax’ accounts, selecting the relevant service


Whilst adding your Taxpayer record, within the software, you set the ‘Permission Type' to 'Taxpayer'. This will be locked after you purchase a non-Agency licence.


 


For Agents that submit Tax Returns on behalf of clients


You would give permission using your MTD 'Agent Services' account.


You would also purchase a ‘VATAgencyXX’, ‘VATQUAgencyQUXX’ or 'AgencyXX' software licence (where XX is the total number of clients required). 


Whilst adding each Taxpayer record (i.e. your Client), within the software, you would set the 'Permisison Type' to 'Agent'. 


Note: All client accounts that have been linked to your specific Agent Services account and have given consent, would be automatically authorised under a single Give Permission process.


Note: You only need to give permission once for each Agent setup within the software, using any of your ('Agent' type) Taxpayer records. After you have given permission, all Taxpayer records, with a 'Permission Type' of 'Agent' and linked to your Agent record, would be automatically permitted to use this software to interact with HMRC.


 


For information, Taxpayers must register/sign-up for MTD with HMRC before any MTD compliant software can be used. Agencies must also obtain the consent of each client before Tax Returns can be submitted on their behalf.


 


Process to Give Permission


1. Click on the 'Give Permission' button via the Dashboard.


2. A message will be displayed explaining what you need to do. 


3. Click 'OK' to continue.


 


You will then be re-directed to the HMRC website via your default Web Browser.


 


4. Read the details on the HMRC Page titled ‘Allow your software to Interact with HMRC’, then click the 'Continue' button.


5. Click on the button ‘Sign-in to your Gateway account’ (You may be required to enter a verification code, sent to your mobile etc).


 


6a. Give Permission


1. Click the 'Give permission' button (Your Authorisation Code will be displayed).


2. Click the 'Copy' button.


3. Then return to this software.


4. Click the 'Paste' button.


5. Click the 'Continue' button.


 


6b. Do Not Give Permission


1. Click the 'Do not give permission' button.


2. Then return to this software.


3. Click the 'Permission Not Given' button.


 


Note: When returning to this software you may need to click on the 'Authorisation Code' form before you can click the buttons.


DocContents:
Introduction


For the Agency versions, a 'VAT Diary' function is available to assist the management of VAT returns, including a list of Taxpayers without an obligated VATx Return and a chronological list of Taxpayers with an outstanding obligated VAT Return.


 


List 1: Active Taxpayers without an Obligated VAT Return 


Displays a list of 'Active' Taxpayers where the obligated VAT Return has not yet been retrieved from HMRC.


Note: This situation would normally only occur in the following circumstances:


1. After you have created a Taxpayer record.


2. After your VAT Return submission, You have not yet retrieved you next VAT obligation.


 


List 2: Due and Overdue VAT Returns


Displays a list of VAT Returns that are either Overdue or Due for submission with the next XX days. This list can be customised by adjusting the days to be reported.


For example, you may wish only to display the 'Due' submissions for the next 3 months. In which case you would change the 'Days' value to 91 and click the 'Refresh button.


Note: Overdue VAT Returns are always displayed. Also, the 'Days' value can be changed in 7-day intervals.


DocContents:
Introduction


The User Configuration enables customisation of the software to suit specific business requirements.


 


Obligation Retrieval Method


A configurable option for the method used to retrieve obligated Tax Returns.


The choices are 'Automatic' or 'Manual'.


'Automatic' is the recommended setting for retrieving obligated Tax Returns as they are automatically retrieved in strict chronological sequence based on your period stagger.


'Manual' can be selected, where on the rare occasion, you need to retrieve a specific obligation, possibly out of sequence.


 


HTTP Internet Communications Method


Websites may have different security features. 3 options are available allowing you customise the way this software communicates with these sites.


 


Colour Intensity


Adjusts the colour intensity of Buttons & Backgrounds. (Higher value is brighter). Select a value between 10 & 100 percent. The Default is 80%.


DocContents:
Backup Database


Creates a Backup of the 'Back-End' Database in the sub folder 'Backup'. A new backup file is created each time.


 


Maintain Users and Passwords


Maintain Users and Agents, including passwords.


 


Change Administrator Passwords


Create or Change the Administrator password.


 


Software and Database Configuration


Allows you to maintain Software versions, link to a different Database, perform Database updates, create a new Database and Import Data from the 'VAT Return Manager'.


 


Display System Details


Displays Computer System Details, including Windows, Access Versions & Object Libraries.


 


Send Diagnostics to NJT


Send to Diagnostics directly to Neilson James Technology for further analysis. For example, where the software has returned a ‘Run-Time’ error.


 


Software and Database Configuration


Allows you to maintain Software versions, Link to a different Database and to perform Database updates.


DocContents:
Introduction


Files created by this product are organised using a pre-set folder structure. Sub folders are created automatically within the folder where the workbook resides. It is recommended that the VAT Return workbook is stored in a specific folder. 


For example, "C:\My VAT Returns".


 


Database Folder


When you first use the software, a ‘Back End’ database is created within the sub folder ‘Database’. You may then move this database to a different location. For example, where you wish to store the database in a folder on a Server.


 


Import Folder


When you Import a Tax Return from, for example an Excel workbook or a CSV file, the routine first searches in the sub folder 'Import'. This may be a convenient location to store the files. However, for each Taxpayer, the file folder location is saved automatically after each import, therefore you can essentially store the files in any accessible location. This folder location then becomes the default for future imports.


 


Receipts Folder


When a draft or finalised Tax Return is saved as a PDF file it is stored, by default, to the sub folder ‘Receipts’. However, for each Taxpayer, the folder location can be changed, essentially allowing you to store the PDF Receipts in any accessible location. Once changed, the new folder location becomes the default for that Taxpayer.


 


Evidence Folder


During each Tax Return submission, a copy of the full submission and HMRC response is saved to the sub folder ‘Evidence’. This file is stored in Text format and can be viewed using a 'Text' editor such as ‘Note Pad’ or ‘Word Pad’.


 


Archive Folder:


After you have transferred to a new release of the software you may wish to move your old version into the 'Archive' folder to avoid confusion as to which is your latest software version.


In practice, as all ‘Business Critical’ data is stored within the separate database, old versions can be deleted.


 


Bin Folder:


This folder is used to store technical log files created by the software. These log files may assist in the resolution of technical issues that may occur during the use of the software.


 


Backup Folder (Stores Database Backups)


You can backup the ‘Back End’ database to a sub folder ‘Backup’ located within the current database folder.


DocContents:
Introduction


The ‘Tax Return Manager’ comprises of a ‘Front End’ application (Software) and a separate ‘Back End’ database. 


When new versions of the ‘Tax Return Manager’ are released, you only need to download the new 'Front End’ software.


 


Step 1: Check for new ‘Front End’ software


Click on the 'Check Software’.


If you are already using the latest version, a message will confirm this, and no further action is required.


If a new version is available, a Window will be displayed, describing the new version.


 


Step 2: Download the new ‘Front End’ software



 Click on the 'Download' button.

 The new version of the software will be downloaded and saved automatically to the same folder as your current version.

 The new version will be opened.

 The current version will be closed.




Note: When you next open the new version, the (now previous) version will be moved the subfolder ‘\(Archive)’.


DocContents:
Version 1.0 (01 January 2020)


[1] Initial Release.


DocContents:
Initial Demo Setup


 


1. Accept the software 'Terms of Use'.



 Click on the 'Terms of Use' button.

 Read the Terms of Use and Privacy Notice, then Click on the 'Accept' button.




 


2. Add a Taxpayer record.



 Click on the 'Add' button.

 Then populate the Taxpayer Name, Local Reference (Optional), set Status to 'Active', set HRMC Authority Type to 'Agent' or 'Taxpayer'.

 For VAT, populate the 9-digit VAT Registration Number.

 For Income Tax, populate the National Insurance Number (NINO).

 Click on the 'Save' button.




 


3. Give Permission (Formerly called Grant Authority) for 18-months.



 Click on the relevant 'Give Permission' button.

 A Form (Window) will be displayed explaining the process.

 Select the Services you require then Click on the 'Launch HMRC Website' button.

 NOTE: As this is a demonstration, you will not be re-directed to the HMRC website. Instead, a fictitious Authorisation Code will be generated.

 Click on the 'Paste' button.




Click on the 'Continue' button.


DocContents:
1. Select a Taxpayer from the 'Taxpayer Records' list (Multiple Licences only).


 


2. Retrieve Obligation (where not already retrieved). 


1. Click on the 'Retrieve Obligation' button.


2. A new obligated VAT Return will be retrieved from HMRC and the status will be set to 'Open'.


3. Note: You can retrieve the obligation again, in case your circumstances have changed since the last retrieval. The current obligation will be updated).


 


3. Import your prepared VAT Return from your chosen source.


1. Click on the 'Import' button and the Import form will be displayed.


2. Select the ‘Import Type’ from the drop-down list.


3. Click on the 'Find VAT Return' button.


4. Locate the desired file, via the browser, then click on the 'Open' button (The details will be validated).


5. Click on the 'Save' button.


6. The VAT Return Status will be set to 'Draft' and the file location will be saved for the next time you import a VAT Return for this Taxpayer. 


 


4. Submit your VAT Return to HMRC.


1. Make sure you tick the Declaration Box.


2. Click on the 'Submit to HMRC' button.


3. When complete the VAT Return Status will be set to 'Fulfilled' and the ‘Submission Date’ & 'Receipt ID' will be displayed. 


 


5. Print VAT Return or save as a PDF file.


1. Click on the 'Print or 'Save as PDF' button.


2. Select 'Print or 'Save as PDF' from the Option buttons.


3. Click on the 'Accept' button.


Note: PDF documents are saved, by default, to the sub folder 'Receipts'. However, you may change the default folder location for each Taxpayer.


DocContents:
Introduction


Under the MTD system, HMRC now provides you with the details of the latest VAT Return that is required to be submitted. This is called the 'VAT Return Obligation'. 


This obligation is downloaded from HMRC using the 'Retrieve Obligation' button.


After it has been downloaded the VAT Return 'Status' is set to the initial state of 'Open'.


The next step will be to import your prepared VAT Return.


 


For information, the 'Status' settings used by this software are:


'Open' - Set when the Obligation has been retrieved from HMRC.


'Draft' - Set when VAT Return has been imported.


'Fulfilled' - Set when VAT Return has been submitted to HMRC.


 


Under normal circumstances, your next Obligation is retrieved immediately following the successful submission of you VAT Return. 


However, to cater for any potential changes in your circumstances before your next submission, you can retrieve the Obligation again. Where circumstances have changed, an updated Obligation is downloaded, overwriting the original. Where the Obligation has not changed, a message will be displayed stating that your Obligation is up to date.


 


Obligation Retrieval Method


A configurable option is available to choose the method used to retrieve obligated VAT Returns. This can be changed via the 'User Configuration'.


The choices are 'Automatic' or 'Manual'.


'Automatic' is the recommended setting for retrieving obligated VAT Returns as they are automatically retrieved in strict sequence based on your period stagger.


'Manual' can be selected, where on the rare occasion, you need to retrieve a specific obligation, possibly out of sequence.


DocContents:
Introduction


Prepared VAT Returns can be imported after the obligated VAT Return has been retrieved from HMRC. 


For information, under the MTD system, all data transfer must be undertaken digitally.


 


This software allows you to import VAT Returns using 5 main methods.


(Note: For detailed specifications of options 2, 3 & 4, see the NJT website)


1. Import directly from VT Transaction+ or VT Cash Book.


2. Import from an Excel workbook that contains a worksheet conforming to a 'Standard Format' as defined by NJT.


3. Import from a CSV text file conforming to a 'Standard Format' as defined by NJT.


4. Import from an Excel workbook that has been exported from Microsoft Access conforming to a 'Standard Format' as defined by NJT.


5. Import from other 3rd party accounts systems via exported VAT Return files. See the NJT website for a full list of supported systems.


 


Import Process


1. Select the 'Import Type' option from the drop-down list.


2. Click on the 'Find VAT Return' button.


3. Locate and highlight the required file from the 'Browse' window’, then click on the 'Open' button.


Note: At this point the file will be validated. If the validation is successful, the Import form will be populated with the VAT Return details, otherwise an Error message will be displayed.


4. Click on the 'Save' button, otherwise click on the 'Cancel' button.


Note: the 'Status' will be updated to 'Draft'


 


Note: After you have completed the first Import for a Taxpayer, the 'Import ID' and file location details are saved.


These details become the default settings for subsequent Imports.


I.e. the software remembers your last import for each Taxpayer.


DocContents:
VAT Returns can be submitted to HMRC after the prepared VAT Return has been Imported and you have ticked the Declaration box.


Note: the VAT Return Status will be 'Draft'.


Click on the 'Submit to HMRC' button.


 


After the VAT Return has been successfully submitted to HMRC, the following will occur:


1. The Status will be updated to 'Fulfilled'.


2. The record will be populated with the Receipt details.


3. The 'Save as PDF & Print' button will become visible.


4. Optionally, you may wish to retrieve your next VAT Return Obligation.


DocContents:
Both VAT liabilities and payments can be viewed on an ad-hoc basis. Simply enter a 'From' date and click on the 'Retrieve' button.


All records held by HMRC from the date entered, for a maximum period of 12 months, will be retrieved and displayed.


DocContents:
Fulfilled VAT Returns resident on the HMRC MTD system can be viewed on an ad-hoc basis.


Simply enter a 'Period End' date and click on the 'Retrieve' button.


 


Note: This includes VAT Returns that were not submitted by this software.


DocContents:
Taxpayer Details


Taxpayer/Trading Name: (Required)


This is your name (for individuals) or your Trading Name (for businesses). You can enter a name up to 55 characters. Certain special characters are prohibited, such as a Question Mark (?) or colon (:). The Name will be validated, and a message displayed where invalid characters are found.


 


Tax Service Scope: (Required)


This denotes which HMRC Tax services are available and is relevant to your chosen software licence.


VAT – Submit VAT returns only.


IT – Submit Income Tax returns only.


All – Submit VAT returns and Income Tax returns.


 


Permission By: (Required)


This denotes the person (Taxpayer or Agent) used to Give Permission for this software to interact with HMRC.


 


A. Set to 'Taxpayer' for Taxpayers that submit Tax Returns, using their individual 'Business Tax' Account(s).


B. Set to 'Agent' for Agents that submit Tax Returns on behalf of clients, using their 'Agency Services' Account.


C. Set to 'Taxpayer' for Agents that submit Tax Returns on behalf of clients, using their clients 'Business Tax' Account(s).


Note: ‘Item C’ will allow permission to be given independently. This is applicable only when an 'Agency' type software licence is purchased.


 


Managed By: (Dependant on type of Software Licence)


Relevant only to ‘Multiple’ Licences and where at least One 'Active' User/Agent exists otherwise the dropdown box will be hidden from view.


 


Where at least One 'Active' User/Agent exists:


1. Each Taxpayer record will be linked to a User or linked to an Agent (‘Agency’ type licences only).


2. Taxpayer records can be filtered accordingly by User/Agent.


 


Active?: (Required)


There are two values to choose from:


'Yes' - This is the normal status setting.


'No' - You can set the ‘Active’ status to 'No', for example, where you no longer submit returns for the Taxpayer. This setting also allows you to delete 'unfulfilled' Obligations. Also, the Taxpayer record will be excluded from the 'VAT Diary' lists.


 


Local Reference: (Optional)


This a free text item that you may use to identify a Taxpayer record. This item is included as part of the search in the 'Find' routine. Mainly relevant to ‘Multiple’ licences.


 


VAT Service


VAT Registration Number: (Required only where you have enrolled for this Service)


This is your 9-digit VAT reference number allocated by HMRC.


 


VAT Registration Date: (Optional)


Applicable to ‘Agency’ licences only. Required only where Agents wish to use the ‘Agent-Client Authorisation’ function for this service.


 


Income Tax Service (IT)


National Insurance Number: (Required only where you have enrolled for this Service)


This is your National Insurance Number allocated by HMRC.


 


Post Code: (Optional)


Applicable to ‘Agency’ licences only. Required only where Agents wish to use the ‘Agent-Client Authorisation’ function for this service.


DocContents:
What Happens Next:



 A new database named the ‘NJT Tax Manager Database.accdb’ will be created automatically within the sub folder '\(Database)'.

 Normally, the 'Dashboard' Window will be displayed next.




For further assistance, click on the ‘User Guide’ button (located on the righthand side of the Dashboard), and follow the instructions within the ‘Initial Setup’.


DocContents:
What Happens Next:


Normally, the 'Dashboard' Window will be displayed next.


 


Optional Start-up Screens:


A. where a new software version is detected, either the ‘Software & Database Configuration’ Window or the ‘Software Update’ Window will be displayed next.


 


B. Where the Administrator password is set or where Users have been created (and set to ‘Active’), the ‘Login’ Window will be displayed before the ‘Dashboard’ Window.


 


Functionality not included within this software:


This software currently supports the submission of ‘Quarterly Updates’ for Self Employment and UK Property businesses. It does not include Foreign Property businesses. Also the ‘Year-End’ functionality is currently in development and is due for release in March 2027.


If you require this functionality now then you will need to purchase separate software from an alternative supplier. See link below.


https://www.gov.uk/guidance/find-software-thats-compatible-with-making-tax-digital-for-income-tax


DocContents:
What Happens Next:


Normally, the 'Dashboard' Window will be displayed next.


 


Optional Start-up Screens:


A. where a new software version is detected, either the ‘Software & Database Configuration’ Window or the ‘Software Update' Window will be displayed next.


 


B. Where the Administrator password is set or where Users have been created (and set to ‘Active’), the ‘Login’ Window will be displayed before the ‘Dashboard’ Window.


 


Please Note:


You can reset the Demonstration as follows:



 Close the Demonstration.

 Delete the Database or move it to a different folder (the default location is within the subfolder ‘\(Database)’.




Re-open the Demonstration (a new empty Database will be created).


DocContents:
Click on the 'Update' button.


 


What Happens Next:



 The new version {NewVer} will be downloaded to the same folder as your current version {CurVer} and then opened automatically.

 Your current version {CurVer} will be closed. 

 You can then continue using the new version.




Note: Version {CurVer} will be automatically moved to the '(Archive)' sub folder and the file name will be prefixed with 'ARCHIVED - '.


DocContents:
Show Dashboard: Displays the main screen that controls the software.


 


Update Software: Where available, a new software version is downloaded to the same folder as your current version.


 


Link Database: Enables you to link to a database that is stored in a different location. For example, where the database has been moved to a Server.


 


Update Database: Occasionally, new software releases may contain new database information. This routine automatically updates the database. 


Note: Requires Exclusive use of the database. I.e. All other Users need to exit beforehand.


 


Create Database: Enables you to create a new 'Empty' database within the subfolder '\(Database)'. A default file name is used. If this file already exists, the routine simply links to that file. 


Note: You should first try to link an existing database. I.e. use this option only as a last resort, as all previous data, including any submission history would be no longer available.


 


Compact Database: Occasionally, the database may increase in size and become less efficient. This routine will reduce the database to its optimal size and perform a repair of all tables and indexes.


Note: Requires Exclusive use of the database. I.e. All other Users need to exit beforehand.


 


Import from VAT Return Manager: You can import data from a VAT Return Manager Backup file as follows:


(A) Import all data, where your database is empty (Full Migration).


(B) Recover missing VAT Returns, where your database contains data.


DocContents:
Please See 'www.neilsonjamestech.co.uk' website for latest licence prices.


 


Initial Licences available from 2026



 (Single) Licences




‘VAT’ Allows submission of VAT Returns for a single Taxpayer.


‘ITQU’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for a single Taxpayer.


‘VATQU’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for a single Taxpayer.


 


B.  (Multiple) Licences


‘VATXX’ Allows submission of VAT Returns for up to XX Taxpayers.


‘ITQUXX’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers.


‘VATQUXX’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers.


 


C. (Agency) Licences


‘QUAGENCYXX’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


‘VATAGENCYXX’ Allows submission of VAT Returns for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


‘VATQUAGENCYXX’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


Additional Licences Available from 2027 (Date to be confirmed)



 (Single) Licences




‘Business’ Allows submission of VAT Returns and Income Tax Returns for a single Taxpayer.


 


B. (Multiple Licence)


‘BusinessXX’ Allows submission of VAT Returns and Income Tax Returns for up to XX Taxpayers.


 


C. (Agency) Licences


‘AgencyXX’ Allows submission of VAT Returns and Income Tax Returns for up to XX Taxpayers. Allows Agents to submit Tax returns on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


Renewal Request by email:


Step 1:


Email your Order to 'support@NeilsonJamesTech.co.uk'


Please include the following:



 Licence Type: (Choose from above Licence Types)

 VAT Registration No: (Where registered, otherwise specify ‘Not Registered’)

 Business Name:

 Business Address:

 Contact Name:

 Contact Telephone No(s):

 Contact Email (if different to the email you used to place this order):




 


Note 1: If you are VAT registered, your VAT Registration Number will be used as your Licence Number, otherwise a 10-digit Licence Number will be calculated.


 


Note 2: For the 'Multiple' licences, where VAT Registered, you only need to provide one of your VAT numbers.


 


Step 2:


You will then receive an email containing:


Your new Activation Key, Licence No. and a Purchase Invoice, which includes the NJT Bank details to facilitate electronic payment. 


 


Step 3:


Download and open the 'Live Evaluation' software or if you prefer, open your already configured 'Live Evaluation' software.


 


Step 4:


Note: When next opened, the software will attempt to activate your licence automatically. However, If this does not occur, please activate the licence as follows:


 


Open the software, then click the 'Activate Software Licence' button on the Dashboard.


1. Enter your Licence Name and Licence No.


2. Select the relevant Licence Type from the dropdown list.


3. Enter the Activation Key and click 'Activate'.


 


Terms of Use:


The Free 'Live Evaluation' version of the software contains limited functionality and a limited list of Licence Types 


For purchased 'Licensed' versions of the software, you are permitted to use a single instance of the back-end Database for each licence purchased. You may install as many copies of the Front-end software as you wish. 


Copies of the Back-end Database are permitted for backup purposes only. You must not exceed the total number of 'Taxpayers/Clients' permitted by your licence.


Licences are purchased for a 12-month period. However, licences can be upgraded during this period where the required number of clients has increased. You would simply pay the difference between the two prices. This is a fixed amount irrespective of when the upgrade occurs. For example, is you upgraded after 6 months, you would pay the total difference between the two licence prices. You would then receive an additional invoice and a new Activation Key, which would expire on the same date as the previous licence.


DocContents:
Please See 'www.neilsonjamestech.co.uk' website for latest licence prices.


 


Initial Licences available from 2026



 (Single) Licences




‘VAT’ Allows submission of VAT Returns for a single Taxpayer.


‘ITQU’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for a single Taxpayer.


‘VATQU’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for a single Taxpayer.


 


B.  (Multiple) Licences


‘VATXX’ Allows submission of VAT Returns for up to XX Taxpayers.


‘ITQUXX’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers.


‘VATQUXX’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers.


 



 (Agency) Licences




‘QUAGENCYXX’ Allows submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


‘VATAGENCYXX’ Allows submission of VAT Returns for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


‘VATQUAGENCYXX’ Allows submission of VAT Returns and submission of Income Tax Quarterly ‘ Profit & Loss’ Updates for up to XX Taxpayers. Allows Agents to submit on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


Additional Licences Available from 2027 (Date to be confirmed)



 (Single) Licences




‘Business’ Allows submission of VAT Returns and Income Tax Returns for a single Taxpayer.


 


B. (Multiple Licence)


‘BusinessXX’ Allows submission of VAT Returns and Income Tax Returns for up to XX Taxpayers.


 


C. (Agency) Licences


‘AgencyXX’ Allows submission of VAT Returns and Income Tax Returns for up to XX Taxpayers. Allows Agents to submit Tax returns on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


 


Direct Renewal Request:


Click on the ‘Renewal Request’ button and follow the instructions.


 


Renewal Request by email:


Step 1:


Email your Renewal Order to 'support@NeilsonJamesTech.co.uk'


 


Please include the following:



 Licence Type: (Choose from above Licence Types)

 Licence No: (Specify the Licence No allocated at the time of your original purchase)

 Business Name:

 Business Address:

 Contact Name:

 Contact Telephone No(s):

 Contact Email (if different to the email you used to place this order):




 


Step 2:


You will then receive an email containing, your new Activation Key and a Purchase Invoice, which includes the NJT Bank details to facilitate electronic payment.


 


Step 3:


Note: When next opened, the software will attempt to activate your licence automatically. However, If this does not occur, please activate the licence as follows:


 


Open the software, then click the 'Activate Software Licence' button on the Dashboard.


1. Check your Licence Name and Licence No.


2. If you have changed your Licence Type, select the new one from the dropdown list.


3. Enter the Activation Key and click 'Activate'.


 


Terms of Use:


The Free 'Live Evaluation' version of the software contains limited functionality and a limited list of Licence Types 


For purchased 'Licensed' versions of the software, you are permitted to use a single instance of the back-end Database for each licence purchased. You may install as many copies of the Front-end software as you wish. 


Copies of the Back-end Database are permitted for backup purposes only. You must not exceed the total number of 'Taxpayers/Clients' permitted by your licence.


Licences are purchased for a 12-month period. However, licences can be upgraded during this period where the required number of clients has increased. You would simply pay the difference between the two prices. This is a fixed amount irrespective of when the upgrade occurs. For example, is you upgraded after 6 months, you would pay the total difference between the two licence prices. You would then receive an additional invoice and a new Activation Key, which would expire on the same date as the previous licence.


DocContents:
Step 1a: Choose Services and Launch HMRC Website



 Tick the Service boxes that you require.

 Click the 'Launch HMRC Website' button.




 


Step 1b: Using the HMRC website



 Read the details on the initial website Page then click the 'Continue' button.

 Sign-in to your HMRC account in the usual way.




 


Give Permission



 Click the Give Permission' button.

 Click the 'Copy' button.

 Then return to this software.




 


Or


 


Do Not Give Permission



 Click the 'Do Not Give Permission' button.

 Then return to this software.




 


Note: When returning to this software you may need to click on the 'Give Permission' form before you can click the buttons.


 


Step 2: Paste Authorisation Code and Continue



 Click the 'Paste' button.

 Click the 'Continue' button.




Or


Click the 'Permission Not Given' button, if you wish not to Give Permission.


DocContents:
Step 1: Choose Services and Simulate HMRC Response



 Tick the Service boxes that you require

 Click the 'Launch HMRC Website' button




 


Note:  As this is a simulation, the HMRC Website will not be launched


Instead, a fictitious Authorisation Code will be created


DocContents:
Purchases Through 3rd Parties


If you purchased your software licence through a 3rd party, then please do not use this renewal method as NJT will not be able to process the renewal.


Instead you will need to arrange for renewal by contacting the 3rd party.


Note: The 3rd party maybe your accountant or accounts software provider.


 


Direct Renewal Method



 You can request a renewal of your software licence by simply clicking on the 'Submit Request' button below. A renewal request will be sent directly to Neilson James Technology.

 You will then receive an Order Confirmation email containing your new Activation Key and an attached Invoice, normally within 1 working day.




 


Standard Renewal Method via Email


Alternatively, you can renew your software licence via an email. for further information, please click the 'Renew Software Licence' button within the Dashboard.


DocContents:
Introduction:


The SAP ERP system allows businesses to personalise the configuration and therefore the use of the system can be interpreted in different ways.


This Mapping Table allows you to calculate the Box totals based on your own configuration.


 


Outline process:


1. Enter the Rules


2. Click on the 'Refresh' Button & check the totals


3. Click on the 'Accept' Button


 


How the Rules Work:


The rules inspect the last section of the ERP Sales & Purchases Report. 


You can include either 2-Character Codes, fixed 3-Character Sub Total Codes or Total Code '**'.


Totals include ESA, ESE, MWS, VST or **.


The rules for each respective Box inspect specific report columns (Base, Paid, Deduct or Balance).


 


How to Populate the Rules:


Enter either the Code or Total. E.G. A1 or MWS.


Enter multiple Codes as a comma delimited string E.G. A1,A2,MWS etc.


DocContents:
Introduction


This function enables Agents to obtain Authorisation from Clients to submit VAT Returns on their behalf.


Agents can also check the status of an Invitation created within the last 30 days and cancel an outstanding Invitation.


In addition, the Agent can check the current ‘Authorisation’ status of a Client.


 


How to Obtain Authorisation from Client


Step 1: Highlight the desired client in the list.


Step 2: Click on the 'Refresh Client' button.


Step 3: Click on the 'Create New Invitation' button.


Step 4: Click on the 'Copy Invitation link' button.


Step 5: Then Paste the link from the 'Clipboard' into an email requesting that the Client follows the link to authorise you to submit returns on their behalf.


Step 6: After the Client has completed the request in 'Step 4' click on the 'Refresh Client' button to display the outcome.


 


Status List


1. Unknown – Please Refresh


2. Not Authorised


3. Invitation Pending, Expires on {Date}


4. Invitation Rejected by Client on {Date}


5. Invitation Cancelled by Agent on {Date}


6. Invitation Expired on {Date}


7. Invitation Accepted by Client on {Date}


8. Authorised


DocContents:
What Happens Next:



 A new database named the ‘NJT Tax Demo Database.accdb’ will be created automatically within the sub folder '\(Database)'.

 Normally, the 'Dashboard' Window will be displayed next.

 For further assistance, click on the ‘User Guide’ button (located on the righthand side of the Dashboard), and follow the instructions within the ‘Initial Setup’.




 


Please Note:


You can reset the Demonstration as follows:



 Close the Demonstration.

 Delete the Database or move it to a different folder (the default location is within the subfolder ‘\(Database)’.




Re-open the Demonstration (a new empty Database will be created).


DocContents:
Introduction


1. Software licences are determined by the total number of taxpayer records required.


 


Licence Types Explained


 


(Single) Licences


‘VAT’ Allows submission of VAT Returns for a single Taxpayer.


‘VATQU’ Allows submission of VAT Returns & Income Tax Quarterly Updates for a single Taxpayer.


‘ITQU’ Allows submission of Income Quarterly Updates for a single Taxpayer.


‘IT’ Allows submission of Income Tax Returns for a single Taxpayer.


‘Business’  Allows submission of all types of Tax Returns for a single Business.


 


(Multiple) Licences


‘VATXX’ Allows submission of VAT Returns for XX Taxpayers.


‘VATQUXX’ Allows submission of VAT Returns & Income Tax Quarterly Updates for XX Taxpayers.


‘ITQUXX’ Allows submission of Income Tax Quarterly Updates for XX Taxpayers.


‘ITXX’ Allows submission of Income Tax Returns for XX Taxpayers.


‘BusinessXX’ Allows submission of all types of Tax Returns for XX Businesses. Also allows Agents that do not have an ‘Agent Services Account’ to submit Tax returns on behalf of their clients.


 


(These licences are available in bands of 5, 10, 25, 50, 75 and 100 Tax accounts)


For example, a ‘Business10’ licence allows you to submit Tax returns for up to 10 different Taxpayers.


 


(Agency) Licences


‘VATAgencyXX’ , ‘VATQUAgencyXX’ & ‘AgencyXX’ Allows Agents to submit Tax returns on behalf of clients via their ‘Agent Services Account’ or via the clients individual Tax account.


(These licences are available in bands of 5, 10, 25, 50, 75, 100, 150 and 200 Clients, Also the ‘AgencyPlus’ licence allows unlimited clients)


For example, an ‘VATAgency10’ licence allows you to submit VAT returns for up to 10 clients.


For example, an ‘VATQUAgency10’ licence allows you to submit VAT returns & Income Tax Quarterly Updates for up to 10 clients.


For example, an ‘Agency10’ licence allows you to submit All type of Tax returns for up to 10 clients.


 


Example Scenarios:


1. An Individual or Business that has only 1 HMRC Tax account (i.e. submits VAT Returns only).


Taxpayer Records: 1 Licence: ‘VAT’.


 


2. An Individual that has only 1 HMRC Tax account (i.e. submits Income Tax Quarterly Updates only).


Taxpayer Records: 1 Licence: ‘ITQU’.


 


2. An Individual that has only 1 HMRC Tax account (i.e. submits Income Tax Returns only).


Taxpayer Records: 1 Licence: ‘IT’.


 


3. An Individual or Business that has only 1 HMRC Tax account (i.e. submits Income Tax Returns and VAT Returns using the same account).


Taxpayer Records: 1 Licence: ‘Business’.


 


4. An Individual or Business that has 2 separate HMRC Tax accounts (i.e. submits Income Tax Returns and VAT Returns using these separate accounts).


Taxpayer Records: 1 Licence: ‘Business’.


 


5. A Business that has 2 separate VAT Numbers (i.e. submits VAT Returns using these separate accounts).


Taxpayer Records: 2 Licence: ‘VAT5’  (Closest match).


 


7. A Business that has 7 HMRC Tax accounts (i.e. 1 account for Income Tax Returns and 6 accounts for VAT Returns).


Taxpayer Records: 7 Licence: ‘Business10’  (Closest match).


 


8. An Agent that submits VAT Returns and or Income Tax Returns on behalf of 5 clients.)


Taxpayer Records: 5 Licence: ‘Agency5’.


DocContents:
Introduction


Users can be configured in a variety of ways depending on the type of software licence as follows:


 


When you first use the software, the Administrator password is empty, and the initial ‘Default’ User ‘Active Status’ is set to ‘No’.


For information, the User Login screen is only displayed when the ‘Administrator’ password is set or where at least one ‘Active’ User is present, therefore, on first run, the Login screen will be bypassed.


 


Single ‘Taxpayer’ Software Licences


Where you have purchased a single Taxpayer licence (i.e. ‘VAT’, ‘VATQU‘, ‘ITQU’, ‘IT’ etc), the software supports the special ‘Administrator’ User plus One additional User (initially set to ‘Default User’).


 


Although it is not necessary, you could set the Administrator password and activate the additional User (with a ‘Standard’ Security Level), thus segregating the administration duties from the ‘Standard’ User.


 


Multiple ‘Taxpayer’ Software Licences


Where you have purchased a multiple Taxpayer licence (i.e. ‘VATXX‘, ‘VATQUXX‘, ‘ITQUXX’, ‘ITXX’ or ‘BusinessXX’ etc), the software supports multiple Users. The software can be optionally configured to restrict the viewing of Taxpayers for each User.


For example, ‘User A’ can be configured to view only those Taxpayers that are Linked to that User.


 


When you first use the software, a default User record is created automatically and given the Name ‘Default User’. Simply change this name or add more Users. (See the ‘Administration Routines’ button located on the main Dashboard screen).


 


‘Agency’ Software Licences


Where you have purchased an Agency licence (‘VATAgencyXX’ , ‘VATQUAgencyXX’,‘AgencyXX’ etc), the software supports multiple HMRC Agent accounts. The software can be optionally configured to restrict the viewing of clients for each Agent.


For example, ‘Agent A’ can be configured to view only their dedicated clients.


 


When you first use the software, a default User record is created automatically and given the Name ‘Default User’. Simply change the Name and set ‘User Type’ to ‘Agent’ or add more Agents. (See the ‘Administration Routines’ button located on the main Dashboard screen).


 


For information, you only need to ‘Give Permission’, for each Agent, once every 18 months. All Taxpayer records that are linked to the respective HMRC Agent Services Account, are automatically authorised within this software.


DocContents:
Background


Making Tax Digital for Income Tax is a new way for sole traders and landlords to report their income and expenses to HMRC. 


From April 2026, sole traders and landlords must use it if their total annual income from self-employment and property is over £50,000. 


 


How it works



 The taxpayer (or their agent) enters details of the business’s income and expenses into their ‘Digital record keeping’ software.

 The summarised Income and Expenses information is then digitally imported into the NJT Bridging software

 The NJT software then submits this information to a HMRC systems database, where it’s used to work out the taxpayers liability and establish whether the taxpayer's obligations have been met

 The NJT software then makes a request to HMRC, which returns an ‘Up to date’ tax calculation and confirms obligations as ‘Fullfiled’.




 


Overview


Only taxpayers subscribed to Making Tax Digital for Income Tax for tax years 2026/27 onwards can use the NJT Bridging software.


As part of the ‘Sign Up’ process, the taxpayer supplies HMRC with the following information:



 The name of their business

 Whether they use ‘Cash’ or ‘Accruals’ accounting

 Whether they use ‘Standard’ or ‘Calendar’ dates for the ‘Quarterly Updates’.




 


HMRC uses this information to create a record for each business and define its quarterly obligations for the Tax year. Each obligation has a start date and an end date - which together form the quarterly obligation period. To meet the obligations for each business, the taxpayer or their agent must:


 



 submit summarised income and expenses, known as a ‘Quarterly Update’, covering the whole quarter

 request a tax calculation

 complete these tasks within (1 calendar month and 7 days) of the end of the quarter.




 


Terminology


Obligations


The obligations are defined as a set of date periods for which a taxpayer must provide summary income and expense data. Each obligation has a start date and an end date which together define the obligation period. 


 


Please Note: Following the submission of a ‘Quarterly Update’, it can take up to an hour for the obligation to be updated within HMRC systems. In the meantime, the NJT software will set the status to ‘Pending’.


DocContents:
Introduction


Within the Dashboard, when you click on the Tax Year for the current Taxpayer, the Income Tax Obligations are retrieved from HMRC and displayed within the 'Quarterly Updates' List. The oldest outstanding Obligation is highlighted.


Then the Prepared 'Quarterly Updates’ can be imported for the current highlighted Obligation. 


For information, under the MTD system, all data transfer must be undertaken digitally.


 


This software currently allows you to import 'Quarterly Updates' using the methods below.


(Note: For detailed specifications, see the NJT website)


1. Import from an Excel workbook that contains a worksheet conforming to a 'Standard Format' as defined by NJT.


If you are using the ’NJT Digital Records’ software, then you also choose this option.


2. Import from a CSV text file conforming to a 'Standard Format' as defined by NJT.


3. Regarding the Import from other 3rd party accounts systems via exported files, NJT will consider additional methods upon request. This is subject to the system’s ability to export the appropriate Income & Expenses to a CSV or Excel file using a consistent layout.


 


Import Process


1. Highlight the desired Quarterly Obligation from the list.


2. Click on the 'Manage Obligation' button. (The ‘Send Cumulative Quarterly Update’ Form (Window) will open and any previously submitted updates, for this Quarter, will be retrieved and displayed. At this point you can ‘View/Print/Save As PDF’ this submission).


3. If you wish to Import a ‘Quarterly Update’, then: 








a. Select the 'Import Type' option from the drop-down list


b. Click on the 'Find File’, and select the desired file, then click on the 'Open' button.











Note: At this point the file will be validated. If the validation is successful, the Import form will be populated with the Quarterly Update details, otherwise an Error message will be displayed.


 


For information, you can import and submit as many times as you wish for the same quarter. Each submission will overwrite the previous submission. Also subject to your turnover, you can alternate submissions between ‘Full Expenses’ and ‘Consolidated Expenses’. If you attempt to submit an invalid Expenses option then an error message will be displayed. You should then submit the correct Expenses option.


 


Submit Process


4. Visually check the imported values. If they are accurate then:


5. Click on the 'Submit to HMRC' button. (After the Quarterly Update has been submitted, the software will automatically request that HMRC performs a new Tax Calculation and the total liability amount will be displayed within the ‘Quarterly Update’ Obligation window. Note: the detailed calculation can be viewed by logging into your HMRC Business/Personal Tax account. Finally the current Window will be closed. HMRC recommends you wait a few seconds before attempting to retrieve the details of the submission. Also HMRC may take up to to 1 hour to change the Obligation status from ‘Open’ to ‘Fulfilled’ therefore the software temporarily changes the status to ‘Pending’ until the ‘Fulfilled status can be retrieved. If you wish to view the recent submission then, after waiting a few seconds, click on the 'Manage Obligation' button again and the submission should be retrieved. At this point you can ‘View/Print/Save As PDF’ the submission.


 


Note: After you have completed the first Import for a Taxpayer, the 'Import ID' and file location details are saved.


These details become the default settings for subsequent Imports.


I.e. the software remembers your last import for each Taxpayer.


DocContents:
Introduction


Within the Dashboard, click on the ‘View/Change Business Details’ button. Within this Window you can view and refresh the Business Details. You can also change the ‘Accounting Type’ and ‘Quarterly Period Type’.


 


Accounting Type


Click on the 'Change Accounting Type' button to change from 'Accrual' to 'Cash' and vice versa. 


This can be done after the tax year has ended, before your Final Declaration.


 


Quarterly Period Type


Click on the 'Change Quarterly Period Type' button to change from 'Standard' to 'Calendar' and vice versa.


Note: This is allowed only before submission of Quarter 1 Update for the current Tax Year. Otherwise you will need to wait until the next tax Year.


See the following 'Quarterly Period Type' examples:


'Standard Q1 is 06 Apr 2026 to 05 Jul 2026' and 'Calendar Q1 is 01 Apr 2026 to 30 Jun 2026'


'Standard Q2 is 06 Apr 2026 to 05 Oct 2026' and 'Calendar Q2 is 01 Apr 2026 to 30 Sep 2026'


DocContents:
Click on the 'Update' button.


 


What Happens Next:



 The new version {NewVer} will be downloaded to the same folder as your current version {CurVer}.

 As you are using the Access ‘Runtime’ version, your current version {CurVer} will be closed.

 You can then open the new version {NewVer} manually via the Windows ‘File Explorer’. 




Note: Version {CurVer} will be automatically moved to the '(Archive)' sub folder and the file name will be prefixed with 'ARCHIVED - '.


# tbl0LocalWebLinks

WebDesc:
Visit the Neilson James Technology website for Latest news, product information and detailed guidance on using the Tax Return Bridging software.


WebDesc:
Download the Splashtop SOS software to allow NJT to provide remote login support.


WebDesc:
HMRC’s ambition is to become one of the most digitally advanced tax administrations in the world. Making Tax Digital is making fundamental changes to the way the tax system works – transforming tax administration.


WebDesc:
Find software for sending Income Tax updates to HMRC, sign up for Making Tax Digital for Income Tax and check how to use it.


WebDesc:
This notice explains the rules for Making Tax Digital for VAT and about the digital information you must keep if they apply to you.


WebDesc:
This HMRC web page provides guidance on how to pay your VAT tax bill.


WebDesc:
Sign in to your Making Tax Digital *Business Tax Account* using your Government Gateway ID and Password.


WebDesc:
Sign in to your Making Tax Digital *Agent Services Account* using your Government Gateway ID and Password.


WebDesc:
Check the availability and any issues affecting Making Tax Digital


WebDesc:
In order to protect your data and our services HMRC operates transaction monitoring capabilities. This records how you connect to our systems, and what you do whilst you are on them. We only monitor you when you are signed into our services.


