NJT Tax Return Manager

(Bridging software for online filing of the MTD compliant Tax Returns to Her Majesty's Revenue and Customs)

How to Purchase (Agents that submit on behalf of Clients)



Please Note: As you are an Agent that submits on behalf of clients, you will most likely require an 'Agency' type licence. (Where the 'Licence Type' name includes the word 'Agency').
The software you download is actually a single Taxpayer 'Live Evaluation' version and is upgraded to a licensed version, by purchasing a software licence and then entering an 'Activation' Key. This then allows you to submit VAT and or Income Tax 'Quarterly Updates'.



Terminology

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


Step by Step Guide

  1. Download & install the 'Live' Software
    Click on the following link to download and install the 'Tax Return Manager'.
    Then return to this page and continue at the next step.
    [Click here] To download and install the software.

    Tip: To return to this page, click on the 'Left Arrow' icon on the top left of the browser.

  2. 'Live' Software Initial Setup
    • Open the 'Live' software.
    • The 'Welcome' window will be displayed, then click on the 'Continue' button.
    • The 'User Guide' window will be displayed, then click on the 'Close' button.
    • Click on the Red 'Terms of Use' button, Read the 'Terms of Use' & 'Privacy Notice' carefully then click on the 'Accept' button.
    • Click on the 'Save & Close' button.
    Note: If the software is not working as expected, re-visit the installation instructions.

  3. Purchase your Software Licence & Activate the 'Live' Software
    Select the appropriate Agency software licence, from the 'Software Prices' list, then email your purchase order.
    [Click here] to view the full software price list.
    1. Email your Order to 'support@NeilsonJamesTech.co.uk'

      Please include the following:

      • Licence Details
        1. Specify your chosen Licence Type:
          For more information on Licence Types, see the available licences within the 'Software Prices' section. Or contact NJT for advice.

        2. VAT Registration No:
        3. Business Name:
        4. Business Address:
        5. Contact Name:
        6. Contact Telephone No(s):
        7. Contact Email (if different to the email you used to place this order):
        For VAT Registered Customers: Your VAT Registration Number will be used as your Licence Number.
        For Customers Not VAT Registered: Please specify 'Not VAT Registered' and a Licence Number will be allocated to you.

      • Invoice Details (if different to Licence details)
        1. Business Name:
        2. Business Address:
        3. Contact Name:
        4. Contact Telephone No(s):
        5. Contact Email (if different to the email you used to place this order):

    2. You will then receive an 'Order Confirmation' email containing:
      1. Your Licence Number
      2. Your Activation Key
      3. Purchase Invoice, which includes the NJT Bank details to facilitate electronic payment
      Note 1: If you are unable to make an electronic Bank payment then please telephone NJT to discuss an alternative method.
      Note 2: To avoid this email being deposited in your 'Junk/Spam' folder, please add 'support@NeilsonJamesTech.co.uk' and 'NeilsonJamesTech@outlook.com' to your 'Safe Senders' list.

    3. Open the 'Live' software.

    4. Then click the 'Activate Software Licence' button on the Dashboard.
      • Enter (your Name or Business Name) and Licence Number.
      • Select the Licence Type'.
      • Enter the Activation Key and click 'Activate'.

    5. You can now add your Taxpayer (Client) records. Note: If you previously added a client record, remember to change the 'Permission By' item from 'Taxpayer' to 'Agent'.
  4. 'Live' Software (Check that your Agent & Client signup to MTD has completed)
    • Using any one of the Taxpayer (Client) records created, 'Give Permission' (formery Grant Authority) for the NJT software to send VAT Returns digitally. As you are granting authority using your Agent Services account, all consenting clients will be authorised. Hence you only need to Give Permission once.
      • Click on the 'Give Permission (Agent)' button, then follow the instructions.
    • Where the 'Agent signup' or 'Client consent' process has not completed, You may receive one of the following messages:
      • Code 403 'CLIENT_OR_AGENT_NOT_AUTHORISED'
      • Code 500 'INTERNAL_SERVER_ERROR'
      • No 'Open' obligations were found for the requested date range ....