Enter Details

Start by selecting the following detail:

The type of user you are, either Business or Agent.

This is a simple selection you make in Overview:

Then, enter the following details:

Your government gateway ID and your password. These details are necessary in order to grant authority for the tool to access your MTD for VAT account
The name of the business or client who's VAT Return you wish to submit and the VAT Registration Number (VRN)

In the Sandbox bridging tool, you need to create a test user. When you press the button stating "Sandbox: Create User", the workbook makes a request to HMRC to create a test user. HMRC returns a test user's details via their API.

Sandbox Step 1 - Create a Test User

In the Production bridging tool, you must enter your details into a userform. Press the button stating: "Enter Details" and the useform will appear. Tip: Aim to get your ID added to the User ID box and the Business / Client Name & VRN added into the Stored Details area.

Production Step 1 - Enter Details

Once you have Granted Authority to the tool for a particular Government Gateway ID, this will be stored in the workbook and appear in the userform's drop down box next time you call the userform. This is a useful feature if you need to use more than one ID in the workbook.

Similarly you can store additional Business / Client Names & VRNs in the workbook. To add, press the green '+' button. To remove, press the red 'x' button.