Clients Assistant — Making Tax Digital for VAT
Clients Assistant
Making Tax Digital

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.

Recognised by HMRC for Making Tax Digital for VAT
Free on every plan: your first VAT return, on us
No card required to try it
Or file from the records you keep in Clients Assistant
Try Clients Assistant free

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.

  • 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
RegistrationGB 420 4034 56
PeriodQ2 2026
Box 5 (net VAT due)£4,218.30
StatusReady to file
Last submissionon time, 7 Apr 2026
Downloads

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.xlsx

What 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."

Priya Anand, Chartered Accountant
★★★★★

"Filed my first return in under ten minutes. Support answered a question the same afternoon."

Tom Ferreira, Sole Trader
★★★★★

"We manage twelve client registrations from one dashboard now instead of twelve logins. Genuinely saves us a day a month."

Halden & Cross Bookkeeping

How it works

01 / download

Add our template to your file

Drop the Clients Assistant worksheet into your existing VAT working file — nothing else about your spreadsheet changes.

02 / link

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.

03 / file

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.

Monthly
Annual save 2 months
1 registration
£3/month
  • View historic VAT info
  • File your VAT returns
  • Automatic return checks
6–20 registrations
£29/month
  • 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 →