File VAT without leaving your spreadsheet.
Clients Assistant links the nine boxes on your VAT return straight from Excel, so you stay compliant with Making Tax Digital without changing how you work. Keep your books in Clients Assistant instead? File straight from those records.
Keep your VAT workflow. Just make it compliant.
Most bridging tools ask you to abandon the spreadsheet you've used for years. Clients Assistant does the opposite: we link into it. Add our template to your working file, and your nine boxes flow straight through to HMRC.
Our guide: submitting your VAT return from Excel, and HMRC's digital-link rules
- Digital links maintained from your source file to submission — no re-typing figures
- Full history of past returns, liabilities and payments in one dashboard
- Add multiple VAT registrations and invite colleagues or your accountant
- Optional two-step sign-in: a code from an authenticator app as well as your password, so a stolen password alone can't open your account
Bridging templates & example records
MTD VAT template
Record each sale and purchase; the template works out the nine boxes of your VAT return, on standard, cash or flat rate accounting.
ClientsAssistant_MTD_VAT_Template.xlsxWhat early users say
"I kept my old spreadsheet exactly as it was. Clients Assistant just plugged into it — that was the whole selling point for me."
"Filed my first return in under ten minutes. Support answered a question the same afternoon."
"We manage twelve client registrations from one dashboard now instead of twelve logins. Genuinely saves us a day a month."
How it works
Add our template to your file
Drop the Clients Assistant worksheet into your existing VAT working file — nothing else about your spreadsheet changes.
Link your nine boxes
Point each of the nine VAT boxes at the right cells. It's a one-off setup that carries forward every period.
Upload and submit
Upload the file to Clients Assistant, check the figures, and file directly with HMRC from your dashboard.
Pricing for business
All prices exclude VAT. Customers are charged 20% VAT on top at checkout — so £3 a month is £3.60 including VAT.
- View historic VAT info
- File your VAT returns
- Automatic return checks
- Everything in 1 registration
- Add up to 5 registrations
- Filing deadline reminders
- Everything in 2–5 registrations
- Add up to 20 registrations
- Invite your team to file with you
Questions people ask before switching
Yes — as long as adjustments are clearly labelled in the working file and kept on record for at least six years, as HMRC requires.
Every new account gets one VAT return filed free, on any tier, with no card details needed up front.
No. Only the nine VAT box figures are sent to file your return. Your underlying working file and its data stay with you.
Yes. If you keep your invoices, bills and other records in Clients Assistant, the VAT Return page works out the nine boxes from them, on standard, cash or flat rate accounting, and you file the return with HMRC from the same page. No spreadsheet needed.
Yes, provided your source file already calculates the correct figures for boxes 1 through 9 — Clients Assistant files whatever those boxes contain.
Any recent version of Excel or a compatible spreadsheet application. Clients Assistant runs in the browser, so it works on any operating system.
Yes. An admin invites each person by email from the Users page. They accept by creating an account, or by signing in with an existing Clients Assistant account. They can then prepare and submit the business's VAT returns with you. Each plan includes a set number of users per company; a company without a subscription has only the person who set it up.
Your account is protected by your password, and you can add two-step sign-in for free. Turn it on under Settings > Business Setup > Sign-in Security: after your password, you enter a 6-digit code from an authenticator app on your phone, such as Google Authenticator or Microsoft Authenticator, so someone who learns your password still can't sign in. It's optional, and you can turn it off at any time. If you lose your phone, an admin of your company or Clients Assistant support can reset it, and we email you whenever that happens.
Also need to file Income Tax?
MTD Income Tax
Self-employed or a landlord? Our MTD Income Tax product links your spreadsheet the same way.
Clients Assistant MTD Income Tax →Book Keeping
Keep the company's books here too: invoices, bills, bank and reports, with your first 20 invoices free.
Clients Assistant Book Keeping →Corporation Tax
HMRC's free CT600 service closed on 31 March 2026. File your company's CT600 with HMRC, prepared free from the same books.
How to file your CT600 now →