HMRC & VAT (UK Only)

Never let a filing date slip by again. If your clients are MTD-ready, Dext Precision can connect to HMRC to pull back important information on your clients’ VAT filings, current connection status and obligations.

Getting set up

Under Team Home:

  1. Click on Integrations
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Here you will find the ability to integration with HMRC.

  1. Click Connect to HMRC – and connect to your MTD Agent Account
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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 two main areas you will be able to access the information from HMRC for your clients:

  1. Practice Dashboard

Within the Practice Dashboard, if you 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.

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  1. MTD Dashboard

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.

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TIP

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.