How do I set up agentOS for Making Tax Digital?
To use agentOS for Making Tax Digital compliance, supply agentOS support with your Nominal Codes mapped to each sales charge type. These are applied to your account so you can download your Invoiced Sales report each month for digital submission.
Making Tax Digital (MTD) is an HMRC initiative that requires businesses to maintain their accounts in a digital format and submit tax returns online.
What you need to do
Contact agentOS support and provide a list of Nominal Codes mapped to each of your individual sales charge types. For example:
- Charge Type: Management Fee → Nominal Code: 1009
agentOS support will apply these nominal codes against each of your sales charge types within the system.
Downloading your monthly report
Once the nominal codes have been applied, you can download your Invoiced Sales report at the end of each month when the report is available. This report is used as the basis of your digital tax submission to HMRC.