How can we help?

How filing VAT for clients works in Tax Optimiser - what you set up once for the firm and what you do for each client.

Add a client organisation from your Organisations list - only the VAT registration number is required.

Tell Tax Optimiser which sheet and cells of the client's spreadsheet hold the nine VAT-return boxes.

Practise the HMRC connection in demo mode, then go live with your firm's agent account and let the client's periods flow in.

Upload the client's spreadsheet, check the nine boxes, accept the declaration and keep HMRC's receipt.

Give a client a login to their own organisation - they only ever see the organisations they belong to.

Add colleagues to your firm so they can act for your clients with their own login.

Replace a set of accounts you've already filed: check the original went through, correct the figures, mark them as amended, and re-file with Companies House and HMRC.

The map of the journey: set your firm's filing credentials once, then create each client and file accounts and Corporation Tax through the two wizards.

Where the firm's Presenter ID and Government Gateway login live, what each one is, and how to obtain a Presenter ID.

Two ways to add a client: search the live Companies House register, or create by name and fill the company number in yourself.

The Gateway login is firm-wide with a per-client override; the Presenter ID is firm-only for firm-managed clients. Here are the rules, the override, and the errors.

Filing a client's accounts as a firm: credits instead of per-period fees, the firm's presenter credentials, and the pre-flight checks before the wizard sends.

Filing the CT600 for a client: the UTR and Gateway login it needs, what the warnings mean, and the final confirmations before sending.

Every period follows the same three stages before you can file: get the trial balance in, build and review the accounts, and build the Corporation Tax computation. Here's the map.

Bring a year's figures in from Xero, Sage 50 or any spreadsheet, map them to HMRC and Companies House-ready accounts with AI help, and make it balance.

Enable the service, link Companies House, add your UTR and create your first accounting period.

Import from Xero, QuickBooks or a spreadsheet, or key the trial balance by hand - then make sure it balances.

Work through the calculation sections - disallowables, adjustments, donations and non-trade income - and watch the payable figure update live.

Disallow depreciation, record your asset additions, and claim the Annual Investment Allowance.

Record brought-forward losses, elect to carry back, and let the carried-forward balance calculate itself.

Read the cross-referenced computation, finish the statutory accounts, and clear the validation checks.

Sign the accounts, clear the pre-flight checks, and file to HMRC and Companies House through the guided wizards.

Find your way around the View Accounts screen: the live preview, page links and the editing actions.

Two versions of one set of accounts: what filleting removes, where each version is filed, and how amended filings work.

The Company Information, Dates, Pages and Addresses windows - the descriptive details that appear throughout the document.

Manage the directors list, sync it from Companies House, and designate who signs the balance sheet.

The four FRS 105 notes explained, including the mandatory average-employees figure and how note templates work.

How the note set grows under FRS 102 Section 1A, which notes fill themselves from the trial balance, and the accounting policies window.

Clear the validation list, record who signed and when, and keep the signed copy on file - then you are ready to submit.

Renew your HMRC connection in two minutes, and sort out the "incorrect Government Gateway account" message.

Switch on the VAT service, enter your VAT registration number and find your way around.

Tell Tax Optimiser which sheet and cells of your spreadsheet hold the nine VAT-return boxes.

Practise the HMRC connection in demo mode, then grant authority for real and let your periods flow in.

Drag your spreadsheet onto the open period and check the nine boxes it fills.

Accept the declaration, get HMRC's acceptance back and keep the receipt as proof of filing.

Track what HMRC says you owe and have paid, and settle into the quarterly routine.

Learn how to enter your firm's Companies House Presenter ID and Auth in TaxOptimiser, and how to apply for credentials if you don't yet have them.