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Photo of Peter Jones holding a tablet in a barber shop - Making Tax Digital

MTD for existing Sage customers

We've got you covered.

You’re in safe hands

Making Tax Digital is here. Since it’s launch on 1st April 2019, businesses are now mandated to submit their VAT returns digitally via MTD-ready software. We’re here to help you through the transition period and beyond. 

Visit our Help Centre and select your current product. You’ll find a number of help articles, including how to find out if your Sage software is MTD compliant. 
Already know you need to upgrade or buy new accounting software? We’ll help you with the easy transition to an MTD-ready version.
Find out when your first submission date will be under Making Tax Digital. 

Most Frequently Asked Questions: Making Tax Digital

Our MTD-ready products are: Sage Business Cloud Accounting, Sage Business Cloud Accounting Start, Sage 50cloud Accounts and Sage 200cloud.

To find out if your Sage 50 Accounts software is MTD-ready, enter your version and serial number in our checker tool here

If you’re not on our MTD-ready software, call our team on 0845 111 9988 and we’ll be happy to discuss your options.

 

Yes, every business needs to sign up with HMRC for Making Tax Digital. If you don’t sign up, your submission will not be successful.

Please note, businesses that pay VAT by Direct Debit cannot sign up in the 7 working days leading up to, or the 5 working days after, sending a VAT Return.

Check out our handy checklist here for what you need to do next. 

 
Sage is committed to investing in our Sage Business Cloud software and all of our time and resource is focused on making these solutions really deliver for our customers. If you’re on software which isn’t MTD-ready then the best option is to move to the Sage Business Cloud. We are aware that making this move immediately could be a challenge for some businesses, so we have developed solutions for a number of products which will enable you to meet your requirements. Speak with our sales team on 0845 111 9988 or your account manager to discuss the best option for you.
You’ll need to keep your records digitally – this means that you are required to store a digital copy of the transactions which make up the 9 box VAT return. This needs to be kept in functional compatible software. Functional compatible software is Software or a set of software programs which must: record and preserve digital records, send the data to HMRC through the API, receive information from HMRC via the API.
You do not need to keep any additional business records because of MTD. However, business records must be kept digitally to be compliant. If you use spreadsheets, the spreadsheets must be able to submit the required data to HMRC digitally. The spreadsheets must preserve any digital records so you will need to ensure that the data is not accidentally over-typed or deleted – Software will make this much easier.

You will not have to follow the Making Tax Digital rules where HMRC is satisfied that: your business is run entirely by practising members of a religious society whose beliefs are incompatible with the requirements of the regulations (for example, those religious beliefs prevent them from using computers). It is not reasonably practicable for you to use digital tools to keep your business records or submit your returns, for reasons of age, disability, remoteness of location or for any other reason, you are subject to an insolvency procedure.

HMRC will decide if you meet exemption criteria so check with them directly and don’t just assume you meet the criteria, you don’t want to end up with a penalty.

You do not need to keep any additional business records because of MTD. However, business records must be kept digitally to be compliant. If you use spreadsheets, the spreadsheets must be able to submit the required data to HMRC digitally. Sage Business Cloud can do all of the hard work for you and ensure that you’re able to calculate and submit your return quickly and easily. If you submit grouped VAT, we are currently looking at how we can support this. We will be providing the functionality and will share more information soon.
HMRC have been clear on this and section 5.3 of the communication pack states HMRC will not be offering its own software products, but will provide the Application Programming Interfaces (APIs) that commercial software developers will use to develop a range of applications that will enable businesses to keep their records digitally and integrate with HMRC systems.

Why Sage?

Compliance

  • MTD-ready solutions for every customer, no matter how big or small.
  • We provide a range of support to help you make your business compliant and avoid penalties.

Confidence

  • Sage has a strong history of working with HMRC and has been working with them on MTD for years in the lead-up to the deadline.
  • We benefit from over 35 years’ experience keeping British businesses compliant.
  • We’ve supported customers through big compliance changes such as Auto-Enrolment and RTI. You’re in safe hands.

Support

  • Award-winning support from UK-based experts – you are our priority.
  • We have training solutions for your every need, from the basics to an in-depth bespoke training solution.
  • Support the way you want it: digital, webchat, telephone or onsite.

Join us for a free webinar

Want to see how Sage can help you be ready for Making Tax Digital? Book your spot today for our free (45-minute) webinar. Find out how our range of flexible, simple-to-use solutions can help you take the complexity out of running your business.

Can't make it? No worries. We'll send you an email recording of the webinar.

1-2-1 Making Tax Digital Training with a Sage Expert

Available for Sage 50cloud Accounts and Sage Business Cloud Accounting: 

  • What MTD means for your business
  • Hands-on training on your software helping you get VAT right
  • Flexible service tailored to your situation and business needs

Call 0845 111 9988 now to book your place or:

Demo video

Sage helps you handle the entire accounting process, all the way up to tax preparation. We've worked closely with HMRC to make sure you have everything you need for digital VAT submissions for Making Tax Digital. 

Solve MTD readiness with the latest version

Sage Business Cloud
Sage 50cloud Accounts

Sage 50cloud Accounts

Sage Business Cloud
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Sage 200cloud

Making Tax Digital: a guide for businesses

Learn about Making Tax Digital and what it means for your small business, and discover the steps you need to take to get prepared for HMRC’s new scheme. Updated for 2019 with the latest MTD information.

Handy Guide to Making Tax Digital

The handy guide to Making Tax Digital for business owners. Find out everything you need know about Making Tax Digital and how it might affect your business

Making Tax Digital news

Find out what’s happening in the world of MTD. Stay abreast of breaking news, trends, and featured articles.

How to submit a Making Tax Digital for VAT return

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Making Tax Digital for VAT: What do HMRC's updates mean for you?

HMRC has issued details about Making Tax Digital for VAT. Find out what MTD means for businesses and accountants with our straightforward FAQs.

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Making Tax Digital: Top tips from Peter Jones

Making Tax Digital: Top tips from Peter Jones

Entrepreneur and Sage Ambassador Peter Jones shares his advice on Making Tax Digital and reveals his top tips for businesses.

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Making Tax Digital: The basics on HMRC's move to digitise tax

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Accountant and Sage Business Expert Sid Moore, of Moore Accountancy, covers the basics on Making Tax Digital and HMRC's move to digitise tax.

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Making Tax Digital: Time for accountants and bookkeepers to act now

Making Tax Digital: Time for accountants and bookkeepers to act now

The Making Tax Digital roll-out begins on 1 April 2019. As an accountant or bookkeeper, here's what you need to do to be ready for it.

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Making Tax Digital: A guide for businesses

Making Tax Digital: A guide for businesses

Making Tax Digital is the UK government’s initiative to take all tax submission online. Read this then download your free guide for more information.

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10 top tips to get ready for Making Tax Digital

10 top tips to get ready for Making Tax Digital

Now is the time to get ready for Making Tax Digital if you haven't already. A group of business owners have some tips to help you along the way.

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