User Guide
Use this guide for VAT returns and ITSA cumulative year-to-date submissions.
Getting Started
- Create or log into your account
- Connect your HMRC profile
- Select the correct client or entity if applicable
- Make sure your spreadsheet data is ready
VAT Workflow
- Prepare your VAT figures in your spreadsheet
- Select the correct VAT return period
- Upload or link the totals
- Review and submit to HMRC
- Save your submission confirmation
ITSA Workflow
- Prepare your cumulative year-to-date figures in your spreadsheet
- Upload or link your totals
- Submit your cumulative update to HMRC
- Repeat this during the tax year as needed
- At year end, use the ITSA workspace final declaration flow when HMRC shows it as open
Final Declaration
- Final declaration availability is based on HMRC obligation status
- Preview and submit only when the tax year is open for final declaration
- Submit only when your year-end data is complete and correct
Spreadsheet Guidance
- You can work from Excel or spreadsheets
- Keep calculations in the spreadsheet where possible
- Avoid retyping values unnecessarily
- Ensure totals are correct before submission
Important Notes
- This software is a bridging tool
- It does not replace bookkeeping or accounting software
- Users are responsible for ensuring the figures they submit are accurate
Need Help?
If you are unsure which figures to submit, review your spreadsheet records before continuing.