VitalTax | MTD for VAT and Income Tax

VitalTax is an Excel-based bridging solution designed to support HMRC Making Tax Digital (MTD) submissions. It enables users to submit VAT returns, quarterly Income Tax updates and the year-end Income Tax return directly to HMRC using their existing spreadsheet records, without the need for complex accounting software. VitalTax integrates seamlessly with Excel, digitally linking the spreadsheet data to the software for submission to HMRC. It provides a simple and efficient way to stay compliant with MTD requirements.

Users select the relevant spreadsheet cells, and the application creates digital links to the corresponding submission fields. Data is then securely sent to HMRC with a single click.

There is no requirement to use predefined templates or specific data formats. VitalTax works with user-defined Excel spreadsheets, preserving existing structures while introducing the digital links required for MTD compliance.

The VAT module enables users to submit VAT returns and provides access to historical submissions, along with visibility of obligations, liabilities, and payment records directly within Excel.

The Income Tax module supports quarterly submissions for MTD income sources, including self-employment, UK property business and foreign property income. It also supports non-MTD income sources such as employment income, bank and building society interest, dividends, capital gains, and other income. The software provides an up-to-date view of the overall tax position, including a summary of taxable income and a detailed breakdown of Income Tax and National Insurance calculations.

At the end of the tax year, VitalTax supports the Final Declaration process, bringing together quarterly updates, year-end adjustments, and all relevant income sources to finalise the taxpayer’s position in line with MTD requirements.

To use the application, authorisation is required to interact with HMRC:

• Taxpayers: Government Gateway credentials

• Agents: Agent Services Account (ASA) credentials

VitalTax does not collect or store HMRC credentials. Authorisation is completed securely via HMRC’s official authentication system.

Further information, including a demo video, is available at https://vitaltax.uk