Using the Rhino MTD Bridging Feature

Overview

This short video illustrates how customers can use Rhino to upload their VAT spreadsheet.

Using the Rhino MTD VAT Bridging (spreadsheet) Feature - YouTube
Using the Rhino MTD VAT Bridging (spreadsheet) Feature

Rhino Software Limited
85 subscribers

Before you start – have you connected Rhino to your HMRC VAT Account.

Customers need to connect Rhino to their HMRC MTD VAT Account before they can use the App to submit their MTD VAT Return. Click on the following button for a simple step by step guide to complete these tasks.

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1. Download the 9-Box Template

  • Click on the Quarter that you want to submit.
  • Scroll down to the bottom of the Vat Submission screen.
  • Click on the DOWNLOAD button at the bottom of the VAT Submission Form to download the Template.

2. Populate the Excel Template

Add the Excel Template into the existing Excel Spreadsheet containing your VAT Records.

Please note the following:

  • Embed the Template as the first worksheet / tab in your VAT Excel spreadsheet.
  • The first worksheet (with the 9-box form) must be named “Summary“. Please note it is case sensitive.
  • Populate the 9 boxes in Rhino Template Worksheet from the content of the VAT Model.

If you experience issues, please double check the following:

  • Is the 9-Box form the first worksheet / tab in your VAT Excel spreadsheet?
  • Is the worksheet containing the 9 boxes form called Summary and not SUMMARY?
  • Did you copy the 9-Box Form correctly? A simple way to check this... Is the value for Box 1 entered in cell D8?
  • Make sure your spreadsheet is a Microsoft Excel Workbook (with a .xlsx file extension).

If you experience an error that starts with “A Disk Error occurred...”, this means that the file you are loading is not a Microsoft Excel Workbook.

Step 3. Upload the Excel Template

Upload your Excel Spreadsheet to the App by following the instructions below:

  • Click on the + button and select your Excel file created in Step 2.

If you are experiencing issues:

  • Double check that you have completed the previous step correctly.
  • Also check that you are uploading the correct file type. It needs to be an Excel Workbook with a file extension .xlsx

Note:

Once the Excel file has been selected, Rhino will automatically start reading the data from the file into the 9-Box form.

Please double check the figures to ensure that you uploaded the correct file. Our support team have received calls from customers that loaded a file with the figures for the previous Quarter and in some cases have uploaded a file with no figures populated.

Step 4. Finalise the Process

Once all the boxes have been completed, scroll down to the bottom of the screen and tick the “DECLARATION” checkbox which will enable the FINALISE PROCESS button.

Click on FINALISE PROCESS button to submit your VAT information to the HMRC MTD Platform.

What does it mean to be fully MTD Compliant?

There must be an audit trail from the data contained on the VAT submission screen to the source data.

If you are using our income and expense record keeping features, when you finalise your VAT submission, we will tag each transaction linked to the submission to maintain an audit trail back to the source records in our system which will be flagged as readonly.

If you are using our product to upload and submit your spreadsheet, the File Upload process will extract the data from your spreadsheet and we will store a copy of the spreadsheet to maintain a link to the source data contained in the spreadsheet.