Migrate your VAT data into IRIS Elements

Once you have migrated your Tax and/or Accounts data, it is time to bring your VAT data into IRIS Elements.

There are two steps to this:

• Set up VAT

• View and Download VAT obligations

Set up VAT

You must connect IRIS Elements to HMRC to allow data to be passed between Elements and HMRC. This only needs to be done once.

Don't forget - you'll also need to add any necessary tax information to individual client records before being able to submit VAT returns.

1. Select the Admin settings cog icon.

   

2. Select Settings, then select Connections.
3. On the HMRC VAT/MTD tab, for each option select Authorise Access.

HMRC Pre populations APIs – retrieves self-assessment information that HMRC holds on your clients, such as employment income and National Insurance.

MTD VAT – connects to HMRC APIs so you can complete and submit VAT returns.

MTD ITSA – retrieves information and submits to HMRC under the new Making Tax Digital for Income Tax Self-Assessment (MTD ITSA). This option is only available for those currently within the HMRC pilot.

3. On the HMRC website, select Continue, then Sign in to Government Gateway and enter your Government Gateway credentials.

   Make sure you enter your Agent Services ID and not your Government Gateway ID. You may be asked to go through additional questions to confirm your identity - don't worry, this is standard procedure.

4. Select Give permission.

   Permission is granted for 18 months, so this process will need to be repeated at the end of the period. Select Disable access to HMRC data to disable access.

5. The connection is made and you'll return to the Connections for user page. It's a good idea to set up your online filing passwords (Government Gateway credentials) so you don't have to log in each time you submit a tax return.

View and Download VAT obligations

You can view and download a summary of forthcoming VAT obligations for all your clients from the VAT obligations widget on the home page.

On the VAT obligation widget on the home page, select View all.

• Choose the tax return year from the Corporate tax returns list at the top of the widget.

• Filter the list using the Status filter.

• Use Find client to search for a specific client return. The list will reduce based on what you type.

• Sort the columns by selecting the down arrow next to the column heading.

• Select any Status to open the VAT tab for that client.

• Select the client name to open the client dashboard for the selected client.

Once you've defined the required list, you can then download the list as a CSV or PDF file by selecting the applicable icon.

If you use Keytime Compac, the next step is How to migrate Trial Balances from Keytime Compac.

If you have finished migrating, the next step is to View and check your data after migration.