Feature requested
MTD ITSA bridging service via CSV upload or API call (preferably the later).
Typical use case
For use by businesses or individuals with an existing accounting system that could be fairly easily extended to either output income tax data in a CSV file, or pushed to a QuickFile API endpoint.
How I would expect it to work
I would expect the QuickFile endpoint to offer similar functionality to the existing VAT bridging software service - in other words the data would consist of financial totals, not individual transactions.
@losttheplot I was hoping that Quickfile would offer bridging software for MTD for income just like it does for VAT returns too. Going to see if I can find someone who does. Dont suppose you have done that already have you Roy? Cheers
Hi Tobias
No, I have not been able to find anyone offering such a service, but given that QuickFile’s standing charge for an accounting account is so reasonable, and given that I have programmed my own ERP which I use for my own accounts, I am about to add some extra routines to my system such that when I create a client, transaction or invoice record, it connects with the QuickFile API and updates my new QuickFile account accordingly. So whilst I will continue to use my own system for my day-to-day accounts management, in theory my QuickFile account will effectively replicate all the transactions and invoices such that I will be able to submit accurate MTD data every quarter. That’s the plan at least
No - that’s what the API is for (unless QuickFile does things different to the rest of the world). As I create a transaction in my ERP, the details will be used to automatically create the same transaction within my QuickFile account …via the API. Obviously I’ll have to create a mechanism to ensure that it has been created immediately afterwards, and trigger an error warning if not, but that’s all standard practice for tying two system databases together. It’s not an ideal situation and there is a risk of a ‘split brain’ scenario, but short of either abandoning my entire accounting system that works so well for me (because it ties in with lots of other things), or trying to get my ERP working with HMRC’s systems (no thanks), it should work. I’ll soon know as I’m going to start on it next week.
Currently, QuickFile doesn’t offer a dedicated MTD ITSA bridging service like it does for VAT. The only option is to either export your data via CSV or use the API to push financial totals into a QuickFile account.
For now, the most practical approach is what losttheplot described: sync your existing system with QuickFile via the API so that your transactions and invoices are mirrored. This allows accurate quarterly MTD submissions without changing your day-to-day accounting workflow.
