1. Entity management overview

The MTD Compliance Portal provides a range of features to help you create and manage your entities. These feature are accessible via two main dashboards displayed on the Entity management screen and the Entity details screen.

 

The Entity management screen enables you to:

 

  • Create your folder structure (if you have the appropriate user role assigned to you)

  • Create and manage your entities

  • View and manage your user notifications and alerts

  • Access the Help Portal

  • Use the status column options to authorise your entity and prepare, review and submit your entity’s VAT Return.

What is an entity?

An entity is a sole trader incorporated company or other organisations such as trusts, charities and public bodies (for example, NHS trusts, government departments and local authorities).

What is the single entity feature?

The single entity feature allows you to create an individual entity that requires the preparation of one VAT Return per obligation.

What is the group entity feature?

The group entity feature allows you to establish a group, where there will be one representative member and a number of group members.  

The group members will be able to prepare their individual VAT Returns. Once this has been done, the representative member will be able to consolidate the group VAT Returns and into a single VAT Return that can be submitted to HMRC on behalf of the group.  

The group entity feature is only available to customers who have an AlphaVAT licence.

What is the demo entity feature?

The demo entity feature allows you to experience the end to end process of digitally submitting a VAT Return for a single entity within a simulation environment, using data that we have provided. You can use this simulation to familiarise yourself with the portal and try out functionality, without the need to actually submit a real VAT Return.

 

Using this feature will not generate an actual test submission to HMRC's APIs, since they have not provided a way to do this in their live environment.

 

Note: You cannot use the demo entity feature with Group entities.

 

For more information on how to use the demo entity feature, please refer to the Managing demo entities section.

SECTION CONTENTS

BACK TO MAIN