Capium Support

Navigation: Bookkeeping > [Client] > MTD

• Capium supports the following VAT schemes: Accrual based, Non-VAT registered, Cash based, flat rate accrual based & flat rate cash based. You can select the relevant scheme for the client in the MTD VAT settings.
• Also, please ensure the Reg date & number are inputted currently.
• Under ‘View VAT details’, you can first authorise Capium to access HMRCs data for the client. Once this is done you can see the VAT obligations for the client under the ‘obligations’ tab.

When ready to start preparing the VAT return the following steps need to be actioned:

1. Set up VAT Period

2. The system will automatically pick up the sales and purchase VAT transactions if they’ve been entered in the sales/purchases section.
3. Select the transactions and click Next.
4. To add VAT transactions that are outside of the VAT period, click on 'Include'. 

5. Capium will generate the 9 box VAT summary for you to review.

6. 'Submit to Capium' - saving the VAT return on Capium allowing you to come back to it at a later date.

7. When submitting to HMRC, you'll go through Capium's two step submission process. Click the Action drop down and press ‘Submit to HMRC’

8. If you have an error authorising your HMRC credentials, you will be presented with this screen to fix it.

Note: If you are not using the rest of the Bookkeeping module for a client but simply want to submit their VAT- you can use the ‘Bridging VAT’ option. 

Once you have set up the VAT period you can download our template CSV file to populate the transactions on and then reupload before reviewing the return and submitting.

Please refer to the article below for more information on how to use the Bridging VAT:

MTD – Making Tax Digital - Bridging

You can also use Bridging VAT for VAT periods for over one year (in case of corrections).

Note: You can also send out your VAT submission directly to a client via CapiSign using the Action dropdown.