Excel Bridging for MTD VAT
We provide a free* bridging tool for MTD VAT for businesses and accountants
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Whether you are a VAT Group, or your accounting solution doesn't support HMRC MTD VAT, we provide a tool to submit returns, view payments and check whether your clients have any liabilities.
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*free for individual organisations for the first year see pricing for more details
We provide a variety of functions to submit VAT returns
If you are using a bespoke system, submitting on behalf of a VAT group, or using software that does not support MTD, then our Excel import will solve your problem.
Custom validation
We provide a collection of rules to double-check whether there could be an issue. For example, the sales nominal does not match the return value, or the previous year's return for the same period is within 10%.
Seamless Integration with Xero & QuickBooks
Direct 360-degree link for effortless automatic mapping, syncing and journaling of the trial balance.
Direct Companies House Integration
Submit your accounts directly and efficiently, reducing manual effort.
Configure the sheet and cells to collect the data from
Select the VAT obligation in the software
Upload the Excel file
Send the VAT Return
Questions & Answers
We answer your most common questions about Making Tax Digital
1. Can I use my own spreadsheet? Yes
You can carry on using your existing Excel spreadsheet as long as you calculate the 9-box VAT totals. Then you will need to specify in Tax Optimiser the sheet and cells to extract the data from. Finally, use our upload section to bridge the Excel file to send to HMRC.
2. Do you support older versions of Excel or other spreadsheet software like LibreOffice or OpenOffice? Yes
We support Excel 97 onwards. We have also had clients successfully use our software with a range of other spreadsheet software. If you have any doubt, feel free to sign up and try it out.
3. I am using Sage 50 / Sage 200 / Access Dimensions / SAP B1 ... Can I use your Tax Optimiser? ... Yes
As long as you are able to export an Excel/CSV file from your existing system or software, you can upload it to Tax Optimiser to extract the data and submit it to HMRC. All you need to do in the VAT settings is set what sheet and cells to extract the data from. We have had clients successfully use our software on a range of software including all versions of Sage Line 100, Sage Instant, Sage 50, Sage 200 and Access Dimensions.
4. Can I just type my VAT totals into a spreadsheet and send it through Tax Optimiser? No
As part of the new legislation, you cannot just manually add up the totals and key them into the spreadsheet. All the values need to be calculated either from software or formulas within the spreadsheet.
5. I have a bespoke system. How would I use your software?
You will just need to output an Excel/CSV file with the 9-box totals calculated. You can then upload your Excel spreadsheet into our software to send it to HMRC.
6. If I just want to use your MTD for Self Assessment, do I have to have the VAT Module? No
No, the MTD for Self Assessment and VAT modules run independently of each other. You can use either module separately based on your needs.
7. Can Tax Optimiser be white-labelled?
There is the ability to add your own logos, brand colours and your own web address, e.g. https://mtd.acmeaccountants.com.
Pricing
Organisation
Run your own VAT/MTD ITSA returns, or file your own Corporation Tax and year-end accounts.
VAT & MTD ITSA
Bridging VAT returns and MTD for Income Tax. Free for the first year.
No credit card required
Corporation Tax & Accounts Production
One payment covers both your CT600 and Companies House submission.
covers CT600 & Companies House
* Dormant companies: £5 +VAT
Accountants
We also offer the option to white label Tax Optimiser with your firms branding and custom website address
VAT & MTD ITSA
Scales with the number of clients you manage. Pricing is for the VAT / MTD ITSA module only.
| Clients (organisations / individuals) | Per month |
|---|---|
| 1–10 | £5 +VAT |
| 11–25 | £10 +VAT |
| 26–50 | £15 +VAT |
| 51–75 | £20 +VAT |
| 76–100 | £30 +VAT |
| 101–125 | £35 +VAT |
| 126+ | £40 +VAT |
Billed monthly. Counts your active organisations / individuals.
Get started - free trialCorporation Tax & Accounts Production
Buy credits up front and spend them as you file — the more you buy, the less each credit costs.
For accountants and bookkeepers
One credit = one company, one year, both filings.
| Pack | Credits | Price | £ per credit |
|---|---|---|---|
| Pay-as-you-go | 1 | £10 | £10 |
| Starter | 25 | £200 | £8 |
| Practice | 100 | £600 | £6 |
| Growth | 250 | £1,250 | £5 |
| Scale | 500 | £2,000 | £4 |
| Enterprise | 1,000 | £3,000 | £3 |
All prices exclude VAT. Credits do not expire.
Sign up to buy creditsDormant company credits: £2 each (+VAT).
Making Tax Digital - All you need to know about VAT returns
Here is a video on our thoughts about Making Tax Digital VAT Returns and how to be as productive as possible
