NEWS UPDATE

What support is offered if I need help in the future? Should you encounter a technical issue, KFA Connect offers a support portal, which can be accessed here or in the ‘Support’ link in the bottom footer of this page. Simply register for the support service and our team will be able to help you.

Is my company’s 9 box data stored by Magic Tax? Yes, the VAT return submitted is stored (as HMRC require our users to be able to view what they have submitted), but your spreadsheet data is not stored. This allows users to view past submissions in the ‘VAT Filing History’ tab from the Magic Tax dashboard.

Where is the standing data that you hold about our company stored? The only standing data we hold is;

• • the company name (as entered by the user) which is only stored to display to the user so they can choose the company they are working with.
  • the company VRN (Vat Registration Number) – which must be passed to HMRC.
  • details of the VAT sector if they are on a fixed-rate scheme (which Magic Tax needs in order to calculate the return).

This data is all held in an encrypted database in our UK data centre.

I’m getting an error message that says: ‘You are not authorised to use this VRN’ Either you have not completed the MTD for vat sign-up process with HMRC (and had the email from HMRC confirming the sign-up process is complete, which can take 72 hours). Agent/Bookkeepers: Ensure that you use your Agent Services Account to authorise Magic Tax, which are the HMRC gateway credentials specifically for MTD (different to those you would use to log in to HMRC to manage the company). Those filing on behalf of a company should check they are using the MTD login credentials when authorising Magic Tax. You can “Extend” the authorisation within Magic Tax if you would like to check the correct credentials have been used. Another obvious thing to check is that you have been authorised by the company to file on their behalf.

I have signed up for Making Tax Digital with HMRC, but I am still getting a message saying, “You are not authorised to use this VRN”? You should check that you are authorised with HMRC to make submissions for the company – you can check this with HMRC and that you have not de-authorised Magic Tax with HMRC for any reason. If this is the case, you must re-authorise Magic Tax to interact with HMRC before you will be able to make a submission. Be sure that you are using the gateway credentials which you used to sign up for MTD as these are different credentials than those used to manage your company with HMRC.

Do I need to wait for confirmation from HMRC that I signed up for MTD before adding my Company details? Yes. You should wait until you have confirmation from HMRC of your sign-up to Making Tax Digital BEFORE you trying to add a company or submit a VAT return using Magic Tax. HMRC can take up to 72 hours to confirm your sign-up.

My obligation period is not showing in the drop-down box? First, log in to the HMRC government gateway using your MTD gateway credentials to check that HMRC has an open obligation period showing for the company. If there is no obligation period showing in the HMRC gateway you should contact HMRC in the first instance. Note: Your obligation period will not show if you are late making your submission and you should contact HMRC in this instance to arrange to make your submission manually. If you have checked the above and the obligation period is not showing as expected, you can contact our support team for further assistance.

I’m a ‘Limited Cost Trader’, can I use Magic Tax? As HMRC will not accept copy/paste as a valid method to compile your data – Limited Cost Traders will need to find an alternative solution from their first submission where the obligation period starts on (or after) 1st April 2021. Up until April 2021, Limited Cost Traders have been able to use the Standard Box Template to upload their data in Magic Tax. The Standard Box Format template will not be available for use in Magic Tax for submissions made for obligation periods starting on or after 1st April 2021.

Can more than one user submit on behalf of a company? Yes, as long as they are registered with HMRC and have a Government Gateway User ID and Password to allow them to make submissions for that company – they will be able to add the company to their dashboard within Magic Tax. It’s important that their gateway credentials are those used to sign up to MTD, as these credentials are different to other gateway credentials used to manage your business with HMRC.

Do I need to register again to submit on behalf of another company? Each Government Gateway account will require a separate Magic Tax account. You can add multiple Magic Tax accounts for different companies, but each registration will require a unique user name.

Can I delete my Magic Tax account? Users who have signed up for a Magic Tax account (but have not used the solution to make a submission) can request that their account is deleted. You can request this here

I have forgotten my Magic Tax User ID or Password? Remember that your username may not be your email address (your user ID is chosen by you when you first registered). The password is case sensitive. If you have forgotten your password, you can reset it by clicking on the ‘forgotten password’ link on the log in page and follow the instructions. An email (valid for 24 hours) will be sent to your registered email address to reset your password. Remember to check your junk/spam folder! If you have forgotten your user ID, a reminder of your user ID will be on the password reset email. Still struggling? get in touch with our support team.

When uploading my spreadsheet, I receive an ‘Error’ message? You should check that you have not entered any additional text/data in line 1 of your spreadsheet and that you do not re-name the columns or add any new columns.  Do not rename the sheet/s and do not include any references to other spreadsheets or reference any other worksheets using formulas. You can get in touch with our team, send a screenshot of the error message and a copy of your spreadsheet and our team will try and help identify the issue.

I’ve uploaded my spreadsheet, but the 9 box figures are not correct? If you are using the Simple Sales & Purchases or the Sales, Purchases, Acquisitions & Goods Supplied template – you should be aware that only the data from your obligation period will pull through to the vat submission. For example, if your obligation period is May-July, Magic Tax will only pull through the data from that period, so an entry for April or August on your spreadsheet will not feature in the 9 boxes. If you are a Limited Cost Trader or work in the Hospitality or Catering industry you will not be able to use Magic Tax after the Standard Box Format template has been removed from use from April 2021. This is due to date-specific percentages following the Covid pandemic which Magic Tax was not developed to manage.