Main Features
Terminology
Please Note: The global term 'Taxpayer' covers to all types of Taxpayer, including Businesses, Limited Companies and Individuals.
General
- Fully MTD compliant
- The software can be installed on a local computer of a central server.
- HMRC responses can be viewed on screen, printed or saved as PDF file.
- Retains a full history of submissions and receipts returned by HMRC.
- Facility to amend, delete and search for Taxpayers (Relevant mainly to Agency versions).
- For the Agency versions, an 'Obligation Manager' function is available to assist in the management of returns,
including Taxpayers without an obligation and a chronological list of outstanding obligations.
- Facility to check for new versions automatically, then download and transfer data.
- Facility to backup and restore all data.
VAT Returns (Agents, Businesses & Limited Companies)
-
Designed for use by both Businesses and Agents:
- Businesses with a single VAT account
- Businesses with multiple VAT accounts (5, 10, 25, 50, 75 & 100 account licences available)
- Agents that submit VAT returns on behalf of clients (5 to 'Unlimited' client licences available)
- Facility to retrieve the latest MTD VAT Return obligation for each Taxpayer from HMRC.
-
Prepared VAT Returns can be imported directly from:
- VT Transaction+ or VT Cashbook (Compatible with Excel '32-bit' only).
- An Excel workbook or a CSV text file.
- A Microsoft Access exported file in a standard Excel format.
Also, prepared VAT Returns can be imported via files exported from the following systems:
- Acorn Legal (via a 'VAT Return' file in 'Excel' format).
- Avanti (via a 'VAT Return' file in 'Excel' format).
- Exchequer (via a 'VAT Return' file in 'Excel' format).
- FBA-Promar (via a 'VAT Return' file in 'CSV' format).
-
Infor CloudSuite Industrial (SyteLine) and SyteLine
(via a VAT Return Report file in 'Excel' format). Note: Use the 'Excel (Standard)' format when importing.
-
IRIS
via a VAT Return Report file in ('Excel' format) or ('Txt' format via a 'RFT' export report saved as 'Plain Text' in Word).
- Kingswood (via a 'VAT Return' file in 'Excel' format).
- More (via a 'VAT Return' file in 'Excel' format).
- Money Manager V6 (via a VAT Return Report file in 'Tab' delimited format).
- Microsoft Business Dynamics (via a 'VAT Return' file in 'Excel' format).
- MYOB (via a 'VAT Return' file in 'Excel' or 'Txt' format).
- Opsis Millenium (via a VAT Return Report file in 'Txt' format).
- PC Law (via a VAT Return Report file in 'Txt' format).
- Pegasus Opera I (via a VAT Return Report file in 'Txt' format).
- Perfect Books (via a VAT Return Report file in 'Txt' format).
- QuickBooks (via a 'VAT Return' file in 'Excel' or 'CSV' format).
- Sage 50 & Instant Accounts (via a VAT Return report file in 'Excel' format).
- Sage 50, 200 & Instant Accounts (via a VAT Return report file in 'CSV' format).
- SAP Business One (via a VAT Return file in 'Excel' format).
- SAP ERP (via a VAT Return Sales/Purchases file in 'Excel' format) - User Mapping required.
- Solar Accounts (via a VAT Return file in 'Excel' format).
- Tally.ERP9 R4.x (UK) (via a VAT Return file in 'Excel' format).
- TAS Books (via a VAT Return file in 'Excel' or 'CSV' format).
- Xero (via a VAT Return file in 'Excel' format).
- Zoho Books via a VAT Return Report file in 'XML' (Exported as 'PDF' report then saved as 'Word XML Document' in Word).
- Facility to retrieve and view historic MTD VAT Returns from HMRC. For example, where previous MTD VAT Returns have been submitted using other software.
- Facility to retrieve and view payments and liabilities from HMRC.
- Facility to create Client invitations to authorise the Agent to act on their behalf. (Agent Licence only)
- Facility to check Agent/Client relationships. (Agent Licence only)