Clients Assistant — Making Tax Digital for VAT
Clients Assistant
MTD Income Tax MTD VAT
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Making Tax Digital

File VAT without leaving your spreadsheet.

Clients Assistant links the nine boxes on your VAT return straight from Excel, so you stay compliant with Making Tax Digital without changing how you work.

HMRC recognition mark Recognised by HMRC · Ref B2D5MT
Free on every plan: your first VAT return, on us
No card required to try it
Try Clients Assistant free

Keep your VAT workflow. Just make it compliant.

Most bridging tools ask you to abandon the spreadsheet you've used for years. Clients Assistant does the opposite: we link into it. Add our template to your working file, and your nine boxes flow straight through to HMRC.

  • Digital links maintained from your source file to submission — no re-typing figures
  • Full history of past returns, liabilities and payments in one dashboard
  • Add multiple VAT registrations and invite colleagues or your accountant
RegistrationGB 420 4034 56
PeriodQ2 2026
Box 5 (net VAT due)£4,218.30
StatusReady to file
Last submissionon time, 7 Apr 2026
Downloads

Bridging templates & example records

MTD VAT template

Bridging template for MTD VAT.

ClientsAssistantExcelVATTemplate.xlsx

What early users say

★★★★★

"I kept my old spreadsheet exactly as it was. Clients Assistant just plugged into it — that was the whole selling point for me."

Priya Anand, Chartered Accountant
★★★★★

"Filed my first return in under ten minutes. Support answered a question the same afternoon."

Tom Ferreira, Sole Trader
★★★★★

"We manage twelve client registrations from one dashboard now instead of twelve logins. Genuinely saves us a day a month."

Halden & Cross Bookkeeping

How it works

01 / download

Add our template to your file

Drop the Clients Assistant worksheet into your existing VAT working file — nothing else about your spreadsheet changes.

02 / link

Link your nine boxes

Point each of the nine VAT boxes at the right cells. It's a one-off setup that carries forward every period.

03 / file

Upload and submit

Upload the file to Clients Assistant, check the figures, and file directly with HMRC from your dashboard.

Pricing for business

Monthly
Annual save 2 months
1 registration
£3/month
  • View historic VAT info
  • File unlimited returns
  • Automatic return checks
2–5 registrations
£15/month
  • Everything in 1 registration
  • Add up to 5 registrations
  • Filing deadline reminders
6–20 registrations
£29/month
  • Everything in 2–5 registrations
  • Add up to 20 registrations
  • Unlimited team members

Questions people ask before switching

Yes — as long as adjustments are clearly labelled in the working file and kept on record for at least six years, as HMRC requires.

Every new account gets one VAT return filed free, on any tier, with no card details needed up front.

No. Only the nine VAT box figures are sent to file your return. Your underlying working file and its data stay with you.

Yes, provided your source file already calculates the correct figures for boxes 1 through 9 — Clients Assistant files whatever those boxes contain.

Any recent version of Excel or a compatible spreadsheet application. Clients Assistant runs in the browser, so it works on any operating system.

Also need to file Income Tax?

MTD Income Tax

Self-employed or a landlord? Our MTD Income Tax product links your spreadsheet the same way.

Clients Assistant MTD Income Tax →