How To
Get Started with Making Tax Digital for VAT
CCH OneClick
This section provides all the resources and information you need to get started with Making Tax Digital.
- Before you begin you must register with HMRC for Making Tax Digital. Please follow this Step by Step guide to MTD Sign up which includes:
• Creating the agent services account (ASA)
• Linking existing agent/client relationships
• Authorising Wolters Kluwer Software for (MTD)
• Signing businesses up to Making Tax Digital (MTD)
- Making Tax Digital for VAT is part of the Making Tax Digital Toolset which is an integral part of CCH OneClick.
In order to login to access Making Tax Digital you must have an activated CCH OneClick account. Please contact your administrator for your CCH OneClick credentials. Click here for more details
To get started follow the Clickthru within the product or read the following Quick Start guides.
- Filing VAT returns through CCH OneClick, refer to quick start guide Making Tax Digital for VAT
- For CCH Practice Management users who use the internal Booking functionality, refer to quick start guide Making Tax Digital for VAT - CCH Practice Management
Other useful guides:
- Exporting VAT return data into MS Excel from Bookkeeping solutions
- Send to Tax functionality within the Digital Tax Account (DTA)
- VAT Workflow
For your clients:
- Filing VAT returns through CCH OneClick - Making Tax Digital for VAT Quick start guide
- We've included a flyer (.docx) for you to send to your clients before activation showcasing CCH OneClick and illustrating the benefits to them of collaborating with you in this way. Simply enter your contact details and logo then save as a PDF before sending. (If the flyer opens in protected mode, please select View > Document.
- We've also included two short videos that you can send to your clients or add to your own website:
1) CCH OneClick: A Making Tax Digital filing solution for your client
| Video: View our CCH OneClick: A Making Tax Digital filing solution for your clients for further instructions. |
2) CCH OneClick: Submitting your VAT return to HMRC
| Video: View CCH OneClick: Submitting your VAT return to HMRC for further instructions. |
For advisors:
Watch the video within this article: Making Tax Digital for VAT: Quick Start Guide
Related documents
Step by Step Guide to Making Tax Digital (MTD) : HMRC sign up
This user guide assists users in navigating the sign-up process for Making Tax Digital (MTD) for VAT, clarifying that while Wolters Kluwer does not facilitate the sign-up, it has provided this resource to ease the process. Key points include creating an Agent Services Account for agents, the significance of the Business Tax Account, the steps to link existing and new clients, and the requirement for MTD-compatible software for submissions. It also highlights deadlines and contact information for HMRC support. Additionally, it refers users to helpful webinars and resources related to MTD.
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This document outlines the operational guidelines for using the eSign functionality within CCH Central, emphasizing the need for Microsoft Edge WebView2 Runtime installation. It details the eSign and Approval processes for sending documents, including directions for document preparation and the management of multiple signatories. Key features include newly added email templates, internal signature capabilities, and updated status tracking in both Message Centre and Document Centre. Users can utilize various acrofields for signatures and customize their signing experience. Enhanced communication is facilitated through automated notifications and document management functionalities.
CCH OneClick 2026.1: Release Notes
Release Notes for CCH OneClick 2026.1
Activating individual clients
This document provides a comprehensive guide on activating individual clients for the CCH OneClick client workspace. It outlines necessary pre-checks, including verifying unique client email addresses and team responsibilities. The activation process can be done for single or multiple clients, with detailed steps for each. Additionally, there are options for enabling various features within OneClick for clients, including sending welcome messages and monitoring activation status. The document also highlights optional features available for clients after activation, ensuring effective client management within the OneClick system.
Get Started with Digital Data Request
The document provides information about the Digital Data Request feature for CCH OneClick, formerly known as Aide Memoire. It explains that requests sent from CCH Central become accessible to clients once their workspace is activated. Additionally, it includes important links for client activation and management, as well as a customizable client guide document for users who wish to tailor the communication before sending it to clients.