Setting up MTD when multiple sites have the same VAT ID (VRN)

If your company has multiple sites, operating in different locations and performing separate business transactions, but that are registered with the same VAT number (ID on the Tax Parameters form), you can consolidate the VAT return information from those sites at a single site, as part of the United Kingdom’s “Making Tax Digital” (MTD) requirement. Then you can maintain and submit the VAT information for that VRN group only from that site.

The site that you choose as your VAT Return Submission Site must be a site, not an entity. You must have a multi-site system set up, where the sites are replicating data. See the Multi-site Planning and Implementation guides for more information.

Only those sites that use the same VAT registration number should consolidate their data.

  1. Determine which site to use as the consolidation site, where the MTD information will be maintained.
  2. In the MTD tab of the Tax Parameters form at the consolidation site, specify that site's name in the Return Submission Site field.
    The MTD tab on this form is only available if MTD is enabled for this site.
  3. In the Tax Parameters form at other sites with the same VAT registration number, specify the name of the consolidation site in the Return Submission Site field
    Note: As soon as you save your changes to this form, the MTD forms are disabled for the current site. Users can only perform MTD tasks at the consolidation site.
  4. In the Replication Rules form, create rules that replicate the MTD category between the consolidation site and each of the other sites that share that VAT registration number. The rules should replicate the data in both directions
  5. Regenerate replication rules at each of the affected sites.
  6. In the consolidation site, open the MTD forms and perform the appropriate tasks to retrieve and process VAT obligations and liabilities for all of the sites that share the same VAT registration number
    In the MTD Transactions form, you can use the Site column to filter transactions for a particular site.