It's a multi-step process and you're not the only one experiencing frustrations! We're publishing a really practical article in next week's February Newsletter (emailed out on Thursday 14th). It will have screenshots from HMRC, FreeAgent, Sage, QuickBooks and Sage so it's a one-stop shop of tasty information. Let me know if there's any other platforms you need help with.
In the meantime:
1. Register for an Agent Services Account (ASA) for your practice
You'll have just one ASA for the whole practice and it will be linked to your UTR (income tax self assessment UTR for sole traders, partnership UTR for partnerships and corporation tax UTR for those trading as limited companies.)
You'll also need to tell HMRC you're an ICB member and put in your expiry date. I believe we're on the list as The Institute of Certified Bookkeepers (ie. under 'T')
2. Link clients to your ASA
Add each of your agent Government Gateway IDs to the account - these are the Government Gateway IDs which you use to access HMRC online services for your clients and are linked to your agent codes
Request authority to submit VAT for any new VAT clients. You can do this through your new Agent Services Account and there’s no longer any need for the 64-8 form. You'll have to wait for your client to confirm authorisation.
3. Connect your accounting software to your ASA
Do this through your software (more details in next week's article)
4. Sign up clients to MTD via your ASA
Note that as soon as you do this their next VAT Return must be sent 'the MTD-way' so you might not want to do this straight away unless you want them on the pilot. You can’t undo this step.
5. Switch clients over to MTD VAT filing within your accounting software
This process depends on what package you're using so, again, look out for information and screenshots in next week's newsletter
Hope that's helped.