Partner Edition Release Notes

17 October 2019

Feature Summary
Agent Authorisation To view your client’s historical VAT information (payments and liabilities) your client needs to authorise you with HMRC.

We’ve made several changes to help:

  • In the client list, we’ve added a new column, VAT Authorised?. You’ll see at a glance whether your client has authorised you to view their historical VAT information.
  • To see more detail, hover your mouse pointer over the icons in the VAT Authorised? column.
  • Select a client to open the client sidebar. From there, you can see whether you’ve been authorised. If a status is unknown, or if your client has only just registered for Making Tax Digital for VAT (and you’ve added them to your Agent Services Account at the HMRC website) select Check Status to refresh the status in the client list.
  • When you select Check Status, VAT Centre attempts to retrieve your client’s VAT obligation periods. If successful, the status changes to Authorised. If there are any issues, the status will change accordingly and you’ll see guidance to help you move to the authorised status.

See View agent authorisation status for more information.

17 September 2019

Feature Summary
Authentication Authentication lets you securely exchange client information with HMRC. We’ve updated the messaging around this so you’ll see the time and date the authentication expires.

See Authenticate your practice for more information.

19 August 2019

Feature Summary
VAT We’ve added a new column to the VAT Returns table in VAT Centre.

Due On shows the date the VAT Return submission is due. You’ll also see Due On as a label when you select a submitted return to see the 9 box values.

16 August 2019

Feature Summary
VAT Authenticating your practice lets you securely exchange client information with HMRC. When using VAT Centre, you’ll be prompted to authenticate if you haven’t already done so.

To do this you’ll need:

  • Your Agent Services Account details.
  • The mobile or other device you receive access codes from HMRC on.

Additionally, you may need to confirm your identity by answering some security questions on, for example, your passport, P60 or other document.

We’ve updated the messaging within VAT Centre to this effect.

31 July 2019

Feature Summary
Making Tax Digital Sage VAT Centre is ready to support you with Making Tax Digital.

Learn about Making Tax Digital in Sage VAT Centre
Single authentication To avoid the need to log into HMRC each time you view your client’s VAT information, we’ve added the ability to authenticate your practice.

Learn about authenticating your practice
VAT View HMRC API information no longer available through the Agent Services Account:

  • Payment information
  • Outstanding liabilities
  • Historic and in-progress VAT submissions
  • Open obligation periods

Learn more about viewing historical VAT information

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