Making Tax Digital for VAT
VAT returns sent to HMRC
Connect ERP to HMRC using the MTD VAT APIs: sync VAT obligations, prepare returns by box and submit them from ERP.ERP implementation & VAT solutions in the UK
Connect your orders, stock, finance and VAT in one ERP
Bring purchasing, inventory, sales and accounting together in one ERP, with digital VAT record-keeping and Making Tax Digital workflows supported where applicable. Clear visibility from order to financial report.
ERP implementation from £19,600 one-time, fixed-scope engagement
- 1RecordsSales and purchase invoices carry the right VAT code
- 2VAT returnAll nine boxes filled from your ledger
- 3SubmitSent to HMRC through Making Tax Digital
- 4ReceiptHMRC confirmation kept against the return
Compliance, UK
VAT, Making Tax Digital and data protection, done properly
VAT return evidence
Return status and audit trail
VAT set-up
Standard, zero-rated, reverse charge
UK GDPR
UK GDPR-minded set-up, DPA available
UK-hosted option
UK hosting on request
Bank and payment feeds
Stripe and GoCardless matching
Compliance workflow
From invoice to HMRC submission
- 1Invoice with VAT code
- 2Period closes
- 3Prepare return
- 4Submit to HMRC
- 5Fulfilled
01Sales Invoice
Invoice with VAT code
Standard, zero-rated, exempt
02VAT Obligation
Period closes
VAT period and obligation synced
03VAT Return
Prepare return
Nine boxes filled from your ledger
04VAT Return
Submit to HMRC
Sent through the MTD VAT API
05VAT Return
Fulfilled
Receipt kept, audit trail saved
Inside the ERP
From the VAT return to the gross margin: the finance screens UK firms rely on
Seven screens covering Making Tax Digital VAT, profit, margin by item, debtors, creditors, imported stock cost and the company tree. Sample data in pounds sterling.
Document · VAT Return
Quarterly VAT Return, nine boxes
The nine HMRC boxes filled from your sales and purchase VAT codes. Review the return, then submit it through Making Tax Digital.
Report · Profit and Loss Statement
Profit and Loss Statement, monthly
Income, expense and net profit for each month as the familiar Income, Expense and Net Profit/Loss bars, with the account tree beneath.
Report · Gross Profit
Gross Profit grouped by item
Selling and buying amount for every item, so you see which products earn their keep and which ones have a thin margin.
Report · Accounts Receivable
Accounts Receivable, ageing by due date
Who is late, who is about to be, and what has been paid in part, with the ageing bar showing how much is not yet due.
Report · Accounts Payable
Accounts Payable and the payment run
What falls due this week and what is already late, so the payment run is planned rather than rushed.
Document · Landed Cost Voucher
Customs duty and freight on imported goods
Duty, freight and port handling are spread across the goods you imported, so stock is valued at its true cost. Import VAT is reclaimed on the VAT return instead.
Setup · Company (tree view)
Company tree: the group and its companies
The parent company and every company beneath it in one tree. Each has its own books, and the group reports consolidate them.
VAT Return · sample data
E› AccountingSearch or type a command (Ctrl + G)Help ▾
VAT Return / VAT-2026-Q3
VAT-2026-Q3
Open MenuSubmit to HMRCVAT Return
Company
Sample Components Ltd
VAT Registration Number
GB 123 4567 89 (sample)
Period Start
01-07-2026
Period End
30-09-2026
Due Date
07-11-2026
Net VAT to pay
£23,100.00
VAT boxes
| No. | Box | Description | Amount |
|---|---|---|---|
| 1 | 1 | VAT due in this period on sales | £42,300.00 |
| 2 | 2 | VAT due on acquisitions from other EU member states | £0.00 |
| 3 | 3 | Total VAT due (Box 1 + Box 2) | £42,300.00 |
| 4 | 4 | VAT reclaimed on purchases | £19,200.00 |
| 5 | 5 | Net VAT to pay to HMRC (Box 3 - Box 4) | £23,100.00 |
| 6 | 6 | Total value of sales, excluding VAT | £211,500 |
| 7 | 7 | Total value of purchases, excluding VAT | £96,000 |
| 8 | 8 | Total value of supplies to EU member states | £0 |
| 9 | 9 | Total value of acquisitions from EU member states | £0 |
Profit and Loss Statement · sample data
E› AccountsSearch or type a command (Ctrl + G)Help ▾
Profit and Loss Statement
Set ChartCreate Card↻···Sample Components Ltd
Finance Book
Fiscal Year
2026
2026
Monthly
GBP
Cost Center
Project
Report
Accumulated Values
300K200K100K0
Jul 2026
Aug 2026
Sep 2026
IncomeExpenseNet Profit/Loss
Total Income£664,000.00
Total Expense£583,500.00
Net Profit£80,500.00
| Account | Jul 2026 | Aug 2026 | Sep 2026 | Total | |
|---|---|---|---|---|---|
| 1 | Income - SCL | £218,400.00 | £205,900.00 | £239,700.00 | £664,000.00 |
| 2 | Direct Income - SCL | £218,400.00 | £205,900.00 | £239,700.00 | £664,000.00 |
| 3 | Sales - SCL | £218,400.00 | £205,900.00 | £239,700.00 | £664,000.00 |
| 4 | Total Income (Credit) | £218,400.00 | £205,900.00 | £239,700.00 | £664,000.00 |
| 5 | Expenses - SCL | £192,600.00 | £184,700.00 | £206,200.00 | £583,500.00 |
| 6 | Direct Expenses - SCL | £131,000.00 | £123,500.00 | £143,800.00 | £398,300.00 |
| 7 | Cost of Goods Sold - SCL | £131,000.00 | £123,500.00 | £143,800.00 | £398,300.00 |
| 8 | Indirect Expenses - SCL | £61,600.00 | £61,200.00 | £62,400.00 | £185,200.00 |
| 9 | Salary - SCL | £44,000.00 | £44,000.00 | £44,000.00 | £132,000.00 |
| 10 | Rent - SCL | £8,500.00 | £8,500.00 | £8,500.00 | £25,500.00 |
| 11 | Miscellaneous Expenses - SCL | £9,100.00 | £8,700.00 | £9,900.00 | £27,700.00 |
| 12 | Total Expense (Debit) | £192,600.00 | £184,700.00 | £206,200.00 | £583,500.00 |
| 13 | Net Profit/Loss | £25,800.00 | £21,200.00 | £33,500.00 | £80,500.00 |
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.352108 sec
Gross Profit · sample data
E› AccountsSearch or type a command (Ctrl + G)Help ▾
Gross Profit
Set ChartCreate Card↻···Sample Components Ltd
01-07-2026
30-09-2026
Sales Invoice
Item Code
Item Group
Sales Person
Warehouse
Cost Center
Project
| Item Code | Item Name | Item Group | Qty | Avg. Selling Rate | Valuation Rate | Selling Amount | Buying Amount | Gross Profit | Gross Profit Percent | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HYD-MAN | Hydraulic Manifold | Finished Goods | 400 | £120.00 | £84.00 | £48,000.00 | £33,600.00 | £14,400.00 | 30.00% |
| 2 | PRC-BRK | Precision Bracket | Finished Goods | 2,000 | £14.00 | £10.50 | £28,000.00 | £21,000.00 | £7,000.00 | 25.00% |
| 3 | SPD-HSG | Spindle Housing | Finished Goods | 150 | £360.00 | £270.00 | £54,000.00 | £40,500.00 | £13,500.00 | 25.00% |
| 4 | CTL-PNL | Control Panel | Finished Goods | 300 | £150.00 | £105.00 | £45,000.00 | £31,500.00 | £13,500.00 | 30.00% |
| 5 | CBL-CHN | Cable Chain | Consumable | 1,100 | £20.00 | £19.00 | £22,000.00 | £20,900.00 | £1,100.00 | 5.00% |
| 6 | GDE-ASM | Guide Assembly | Finished Goods | 500 | £246.00 | £184.50 | £123,000.00 | £92,250.00 | £30,750.00 | 25.00% |
| 7 | Total | 4,450 | £320,000.00 | £239,750.00 | £80,250.00 | 25.08% |
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.268513 sec
Accounts Receivable · sample data
E› AccountsSearch or type a command (Ctrl + G)Help ▾
Accounts Receivable
Set ChartCreate Card↻···Sample Components Ltd
09-10-2026
Finance Book
Cost Center
Project
Customer
Party
Receivable Account
Due Date
30, 60, 90, 120
Customer Group
Territory
<0: 76.0%0-30: 13.1%31-60: 10.9%
| Posting Date | Customer | Voucher Type | Voucher No | Due Date | Invoiced Amount | Paid Amount | Credit Note | Outstanding Amount | Age (Days) | <0 | 0-30 | 31-60 | 61-90 | 91-120 | 121-Above | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 24-09-2026 | Alpha Engineering Ltd | Sales Invoice | ACC-SINV-2026-00612 | 24-10-2026 | £14,400.00 | £0.00 | £0.00 | £14,400.00 | 0 | £14,400.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2 | 28-08-2026 | Beta Fabrication Ltd | Sales Invoice | ACC-SINV-2026-00588 | 27-09-2026 | £9,600.00 | £0.00 | £0.00 | £9,600.00 | 12 | £0.00 | £9,600.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 3 | 30-09-2026 | Gamma Plant Ltd | Sales Invoice | ACC-SINV-2026-00601 | 30-10-2026 | £36,000.00 | £0.00 | £0.00 | £36,000.00 | 0 | £36,000.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 4 | 06-08-2026 | Delta Hydraulics Ltd | Sales Invoice | ACC-SINV-2026-00575 | 05-09-2026 | £7,980.00 | £0.00 | £0.00 | £7,980.00 | 34 | £0.00 | £0.00 | £7,980.00 | £0.00 | £0.00 | £0.00 |
| 5 | 06-10-2026 | Epsilon Marine Ltd | Sales Invoice | ACC-SINV-2026-00620 | 05-11-2026 | £8,800.00 | £3,520.00 | £0.00 | £5,280.00 | 0 | £5,280.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 6 | Total | £76,780.00 | £3,520.00 | £0.00 | £73,260.00 | £55,680.00 | £9,600.00 | £7,980.00 | £0.00 | £0.00 | £0.00 |
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.147926 sec
Accounts Payable · sample data
E› AccountsSearch or type a command (Ctrl + G)Help ▾
Accounts Payable
Set ChartCreate Card↻···Sample Components Ltd
09-10-2026
Finance Book
Cost Center
Project
Supplier
Party
Payable Account
Due Date
30, 60, 90, 120
Supplier Group
<0: 60.9%0-30: 39.1%
| Posting Date | Supplier | Voucher Type | Voucher No | Due Date | Bill No | Invoiced Amount | Paid Amount | Debit Note | Outstanding Amount | Age (Days) | <0 | 0-30 | 31-60 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 15-09-2026 | Alpha Steel Supplies Ltd | Purchase Invoice | ACC-PINV-2026-00334 | 15-10-2026 | BILL-10931 | £22,800.00 | £0.00 | £0.00 | £22,800.00 | 0 | £22,800.00 | £0.00 | £0.00 |
| 2 | 05-09-2026 | Beta Packaging Ltd | Purchase Invoice | ACC-PINV-2026-00329 | 05-10-2026 | BILL-2207 | £3,420.00 | £0.00 | £0.00 | £3,420.00 | 4 | £0.00 | £3,420.00 | £0.00 |
| 3 | 21-09-2026 | Gamma Logistics Ltd | Purchase Invoice | ACC-PINV-2026-00341 | 21-10-2026 | BILL-6618 | £1,860.00 | £0.00 | £0.00 | £1,860.00 | 0 | £1,860.00 | £0.00 | £0.00 |
| 4 | 31-08-2026 | Delta Castings Ltd | Purchase Invoice | ACC-PINV-2026-00322 | 30-09-2026 | BILL-4412 | £15,600.00 | £0.00 | £0.00 | £15,600.00 | 9 | £0.00 | £15,600.00 | £0.00 |
| 5 | 26-09-2026 | Epsilon Fasteners Ltd | Purchase Invoice | ACC-PINV-2026-00338 | 26-10-2026 | BILL-9084 | £7,200.00 | £2,280.00 | £0.00 | £4,920.00 | 0 | £4,920.00 | £0.00 | £0.00 |
| 6 | Total | £50,880.00 | £2,280.00 | £0.00 | £48,600.00 | £29,580.00 | £19,020.00 | £0.00 |
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.129044 sec
Landed Cost Voucher · sample data
E› StockSearch or type a command (Ctrl + G)Help ▾
Landed Cost Voucher / MAT-LCV-2026-00011
MAT-LCV-2026-00011
Draft MenuSubmitLanded Cost Voucher
Company
Sample Components Ltd
Posting Date
03-10-2026
Distribute Charges Based On
Amount
Vouchers
| No. | Receipt Document Type | Receipt Document | Supplier | Posting Date | Grand Total |
|---|---|---|---|---|---|
| 1 | Purchase Receipt | MAT-PRE-2026-00147 | Zeta Maschinenbau GmbH | 02-10-2026 | £78,000.00 |
Receipt Items
| No. | Item Code | Receipt Document | Qty | Rate | Amount | Applicable Charges |
|---|---|---|---|---|---|---|
| 1 | CNC Spindle | MAT-PRE-2026-00147 | 12 | £3,600.00 | £43,200.00 | £5,510.77 |
| 2 | Linear Guide | MAT-PRE-2026-00147 | 60 | £350.00 | £21,000.00 | £2,678.85 |
| 3 | Control Board | MAT-PRE-2026-00147 | 40 | £345.00 | £13,800.00 | £1,760.38 |
Landed Cost
| No. | Description | Expense Account | Amount |
|---|---|---|---|
| 1 | Customs Duty | Expenses Included In Valuation - SCL | £6,840.00 |
| 2 | Freight | Expenses Included In Valuation - SCL | £2,150.00 |
| 3 | Port Handling | Expenses Included In Valuation - SCL | £960.00 |
Total Landed Cost (Company Currency)£9,950.00
Company · sample data
E› SetupSearch or type a command (Ctrl + G)Help ▾
Company
↻MenuSample Group Ltd
All Companies
Sample Group LtdAdd ChildEdit
Sample Components Ltd
Sample Logistics Ltd
Sample Services Ltd
Services in the UK
Implementation, customisation and support for the UK
- 01
Implementation
Fixed scope, set up for UK tax
- 02
Customisation
Upgrade-safe workflows, fields and reports
- 03
Xero and Sage migration
Moved over, reconciled and signed off
- 04
Integrations
APIs and connectors to the tools you use
- 05
Training
Role-based, practised on your own data
- 06
Support
Support desk, upgrades and maintenance
Pricing
What ERP implementation costs in the UK
- Accounting
- Sales
- Purchase
- Inventory
- CRM
- HRMS
- Up to 15 users
- Training and go-live
ERP implementation from£19,600one-time, fixed-scope engagementGet a fixed quote