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Post Info TOPIC: New ASA and viewing MTD clients


Master Book-keeper

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New ASA and viewing MTD clients


Handy hint to view clients in new ASA, once you have transferred them over from your old agent account.

HMRC do not list client names, only their VAT numbers (barking mad!). But you can still view your clients relativeley easily.

If you have one client to view - use their VAT number

1) Account home --->Manage your clients VAT details (opens in a new window or tab) --->add the particular client's VAT number --->confirm details and continue this will then show details = client name and VAT number). Once here you can also choose from another 3 options to view submitted returns/change VAT details/view VAT certificate.

Better still - view a list of all clients via

Account home--->Manage Account--->Manage user access to your agent services account (opens in a new window or tab)--->Clients

This shows just a list of VAT number, but gives you the opportunity to add a reference. I have added the customer name in this reference section. You are restricted to 9 characters but a short name is better than none. Worth spending time over a brew to sort this one out.



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Joanne

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

Jay


Senior Member

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Thanks very much, that's really helpful.

BW

Jay



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Master Book-keeper

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You are welcome!

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Joanne

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.



Senior Member

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Thanks from me too, I'll get the kettle on and get it sorted :)

Hope everyone is well and ready to enjoy some December cheer...before silly season takes complete holdbiggrin



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Janet

They keep making the system idiot proof but then make bigger and better idiots!



Master Book-keeper

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Hi Janet
no probs! Enjoy the brew. Was worth doing!

What the silly season hasnt grabbed you already?!!!!!!!!!

Oh yes December cheer is being enjoyed....I had a weekend of celebrating, not Christmas though, birthday celebrations for my son, but first Christmas 'do' is imminent. Hope you're enjoying yours!

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Joanne

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.



Senior Member

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Posts: 138
Date:

Cheshire wrote:

Hi Janet
no probs! Enjoy the brew. Was worth doing!

What the silly season hasnt grabbed you already?!!!!!!!!!

Oh yes December cheer is being enjoyed....I had a weekend of celebrating, not Christmas though, birthday celebrations for my son, but first Christmas 'do' is imminent. Hope you're enjoying yours!


Silly season started for me in October this year. I'll say this quietly...I'VE ONLY GOT ONE (private clients) TAX RETURN LEFT TO DObiggrinbiggrinbiggrin How did that happen!!

Hope your son enjoyed the celebrating as much as you. Was it a significant birthday or an 'every birthday needs to be celebrated properly year'? My daughter was 30 in the summer...I'm just about over the shocknoand the girls holiday in November for sun and sangria was the perfect way to celebrate :)



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Janet

They keep making the system idiot proof but then make bigger and better idiots!



Veteran Member

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Thanks Joanne, that's really helpful! Especially the tip about adding the reference :)

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Master Book-keeper

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Thanks Joanne, that's really useful.



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John

Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Master Book-keeper

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Date:

Kinbuck wrote:
Cheshire wrote:

Hi Janet
no probs! Enjoy the brew. Was worth doing!

What the silly season hasnt grabbed you already?!!!!!!!!!

Oh yes December cheer is being enjoyed....I had a weekend of celebrating, not Christmas though, birthday celebrations for my son, but first Christmas 'do' is imminent. Hope you're enjoying yours!


Silly season started for me in October this year. I'll say this quietly...I'VE ONLY GOT ONE (private clients) TAX RETURN LEFT TO DObiggrinbiggrinbiggrin How did that happen!!

Hope your son enjoyed the celebrating as much as you. Was it a significant birthday or an 'every birthday needs to be celebrated properly year'? My daughter was 30 in the summer...I'm just about over the shocknoand the girls holiday in November for sun and sangria was the perfect way to celebrate :)


Way hey!!! A lovely break for Christmas then! Well done.

My son was 30. We clearly had em young!wink Sounds like you had fun for your daughter's.



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Joanne

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.



Senior Member

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Posts: 138
Date:

Cheshire wrote:

My son was 30. We clearly had em young!wink Sounds like you had fun for your daughter's.


Just bairns Joannebiggrin



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Janet

They keep making the system idiot proof but then make bigger and better idiots!

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