Never let a filing date slip by again. If your clients are MTD-ready, Dext Precision 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 Precision Teams with the location set as UK. To check this please go to Team Home >Team Profile >Team Location – set as United Kingdom.
What you need to know:
- Ensure you are connecting to the correct HMRC Agent account where all your client’s in Precision 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.
Getting set up
Under Team Home:
- Click on Integrations
Here you will find the ability to integrate with HMRC.
- 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 Precision 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 three main areas you will be able to access the information from HMRC for your clients:
- Practice Dashboard
Once you have integrated with your HMRC Agent Account if you view the Practice Dashboard, and scroll to the far right, you will be able to view a new 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.
- MTD Dashboard
the HMRC Dashboard is your location for all things MTD in your practice. Each row is a VAT period detected by Dext Precision for each client, including the filing period, due dates, status, amount and outstanding values.
Note: If you have just connected to HMRC, your Dext Precision 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.
- Deadlines Dashboard(UK Only)
The Deadlines Dashboard allows you to manage all deadlines related to HMRC VAT, Companies House Details and Account Filings and Confirmation Statement information.
Take a look at our Precision VAT Guide (UK Only) to watch a series of videos on how to use Precision to manage your VAT clients.