MTD for VAT is a way of directly filling VAT returns from hAIbooks with HMRC. The MTD dashboard shows all returns that are due, the previous returns that were submitted and detailed payments and refunds from HMRC. MTD is a way for you to have a direct link between your hAIbooks account and HMRC. The software receives and uses the data to let you know what amount is due.
Connecting hAIbooks to HMRC
To connect your hAIbooks account to HMRC, you need to go to System Settings which is at the bottom left of your hAIbooks page. You then need to select VAT Details from the sidebar menu. On this page you need to select the Connect to HMRC button, this will redirect you to the HMRC website.
You then need to scroll down the page and press on Continue to continue the proceedings to authorize hAIbooks to link with HMRC.
On the next page, you need to sign in HMRC by putting your Government Gateway User ID and then putting your password before selecting Sign In. These are you login details for your account with HMRC.
In the next step you need to put in your Access Code which will be sent to you by text as a security measure. To finish select Grant Authority.
Using your MTD Dashboard
After connecting hAIbooks to HMRC you will be redirected back to your VAT Details page in hAIbooks. Select Go back to Haibooks at the top left of the page. From there, select Reports from the sidebar menu and then VAT Returns which is in the Tax Reports block. You are now on your MTD dashboard.
From this page you can see your payment method, the sum to pay and the next payment due. You can also see the VAT returns in progress by selecting Open VAT Report. You can also view the list of filed returns by doing the same thing.