Never let a filing date slip by again. If your clients are MTD-ready, Dext can connect to your HMRC MTD Agent Account to pull back important information on your clients’ VAT filings, current connection status and obligations.
Important to note:
- HMRC Integration is available only to Dext Teams with the location set as UK. You can check this by navigating to Practice settings > Practice profile and check the Country of registration is set to the United Kingdom.
- Ensure you are connecting to the correct HMRC Agent account where all your client’s in Dext are listed in order for us to pull the correct data.
- Any clients that are managed via their own HMRC log in we will not be able to pull data for, only those clients listed in your Agent Account.
- Setting up the HMRC Integration
- Using the Data
Setting Up the HMRC Integration
From within your Practice account:
- Go to Practice Settings and then Integrations.
- Click the HMRC option to expand it and then click Connect to HMRC – and connect to your MTD Agent Account.
In the HMRC integration card, you’ll see your HMRC connection status; this manages your connection in Dext as a business or agent with HMRC, and will allow you to see the HMRC data for all your eligible clients. You can use the links on this card to understand more about the HMRC agent sign-in process.
Using the Data
There are two main areas you will be able to access the information from HMRC for your clients:
- Deadlines Insight (UK Only)
Once you have integrated with your HMRC Agent Account, if you view the Deadlines Insight, and scroll to the far right, you will be able to view a section called “MTD VAT”. This is really handy for getting an overview of all your clients HMRC connection status, key VAT dates and status for the latest period. Deadlines Insight also allows you to manage all deadlines related to HMRC VAT, Companies House Details and Account Filings and Confirmation Statement information.
- MTD Insight (UK Only)
The MTD Insight is your location for all things MTD in your practice. Each row is a VAT period detected by Dext for each client, including the filing period, due dates, status, amount and outstanding values.
Note: If you have just connected to HMRC, your Dext clients will need to refresh before the data can be collected. You can either wait 24 hours for all your clients to refresh automatically, or refresh each of them manually.