Note that when using Sage to prepare your first tax return that is yet to be filed with the tax authorities, it won’t include any unfiled “late” claims relating to prior periods and may be incorrect if we’ve had to use some workarounds. We recommend you carefully check the figures in this first tax return. If the figures provided by Sage Accounting are different from those you need to file, you may need to submit an adjusted tax return. This should only affect tax returns yet to be submitted that contain converted transactions. Subsequent tax returns should not require any manual adjustments. To read more about why tax returns may be different for the same period in the old and new software, please click here.
Once the steps on this page is completed, Sage will be able to recognise any future transactions entered that are dated back into historical tax period as “late” claims. These should then automatically be included in the next tax return.
Click the Reports menu and select Tax Return. If asked to authenticate for MTD choose not to do this. You will be able to do this at a later date once you’ve indicated to Sage that the a return has already been submitted
Pick the date for the most recently submitted tax return. Calculate the Return to show the appropriate details.
Sage Accounting will display if there’s any transactions prior to the calculated tax return that haven’t already been included in a tax return. Choose “Now – Include them on this return.”.
Now, choose Submit by other means and then click Save.
If the payment for this return period has already been made within the conversion period then it will already have been converted. You will then need to leave this tax return unpaid in Sage Accounting so as not to duplicate payments.
If the return has not already been paid in the conversion period you will be able to apply the payment without creating any duplicate. You may need to leave the return partially unpaid or enter a separate transaction to record any payment over the return amount.
You can then authenticate for MTD from the bottom of the Settings > Financial Settings > Accounting rates and VAT page
