• Making Tax Digital

    Making Tax Digital

    Simplified with Microsoft Dynamics

    Contact Us

    Making Tax Digital

    Simplified with Microsoft Dynamics

    Contact Us

What is Making Tax Digital?

The UK Government’s initiative - Making Tax Digital (MTD) - aims to simplify and transform the tax system. It affects how businesses and individuals maintain their accounting and tax records and how they transact and communicate with HM Revenue and Customs (HMRC).

Making Tax Digital for VAT comes into effect from April 1, 2019 and is applicable to individuals and businesses with a turnover above the VAT threshold. Currently, most businesses submit their VAT returns manually by typing numbers into the HMRC portal. Taxpayers can now no longer submit VAT through this mode.

  • All VAT records are digital and maintained on a single digital platform. This includes information about date and value of the sale, purchase-related transactions, VAT rate, etc.
  • VAT return information is shared with HMRC through a Making Tax Digital compatible software.
What is Making Tax Digital

Click here for more information on how to prepare for Making Tax Digital for VAT.
Click here for the VAT notice and rules.

Can you “Make Tax Digital” with Microsoft Dynamics products?

Can you “Make Tax Digital” with Microsoft Dynamics products?

If your organisation uses a Microsoft Dynamics product, then the process is a lot easier. Supported Microsoft Dynamics solutions are compatible with the Making Tax Digital for VAT API. The API retrieves information from HMRC about your organisation’s compliance with obligations under the regulations. The API also enables you to share business financial data and VAT returns for the reporting period to HMRC to fulfil your obligations.

In addition, the API gives you access to:

  • View VAT returns
  • Retrieve information on VAT liabilities
  • Retrieve data on VAT payments

How can we help you with Making Tax Digital?

While the APIs provided by Microsoft make this process a lot easier for the supported versions, there are scenarios where you may require more than just connecting your Dynamics installation to HMRC via the API. Instances such as not receiving the latest hotfixes, or not being on a supported version, or having work-arounds in your tax setups, can result in issues.

We have developed a process to make this progression easier. Within this offering, our Team has ensured that you will be provided with:

  • A tested and validated solution to send your taxes directly to HMRC and help with your compliance
  • A Technical Consultant to deploy and secure the changes in your Dynamics solution
  • Personalised training specific to your solution and organisation
  • sa.global support throughout the MTD process
  • Access to support from sa.global’s specialists after implementation
How can we help you with Making Tax Digital? ” with Microsoft Dynamics products?
    • With Microsoft Dynamics Finance & Operations 10.0.1, you are in a sweet spot. You don’t need any additional hotfixes. However, if you are on Microsoft Dynamics 8.1, we will help you upgrade to Microsoft Dynamics 10.0.1.
    • With Microsoft Dynamics AX 2012 R3 or a prior version, you have to install a hotfix and pre-requisites that will resolve conflicts and enable customisation. However, the Microsoft-delivered hotfix does not include the ‘View VAT Return’ option. If you require this capability, please get in touch with us by filling this form.
    • Configuration of the interfaces is simple and can be managed by your team. We will provide a training and testing plan for users who will be reporting the VAT returns.
    • With unsupported and legacy versions of Microsoft Dynamics, we can help you with the following options:
      • Deploying a HMRC-approved bridging software to extract data and setting up a process to submit your VAT returns. This API is customised to your specific environment.
      • Upgrading to a compliant Microsoft Dynamics solution.
  • We offer the same services as we do for our existing customers. Click here to fill a form and contact us.

Making Tax Digital

Making Tax Digital

Making Tax Digital (MTD) aims to simplify and transform the tax system. It affects how businesses and individuals maintain their accounting and tax records and how they transact and communicate with HM Revenue and Customs (HMRC).

Making Tax Digital comes into effect from April 1, 2019 and is applicable to individuals/ businesses with a turnover above the VAT threshold.

Now, you must sign up for the Making Tax Digital service for VAT on the new portal. All VAT submissions must be made digitally through the MTD API on this portal.

Download Resource

Next Steps

If you need help to check if your version of Microsoft Dynamics is
MTD-compliant or want any support for your MTD journey

Click Here

Contact Us

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    +44 (0) 2921 055902

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    +44 (0) 2030 568898

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    Leeds, LS1 4JB
    08007310300

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