📁 VAT return improvements

We've rolled out some small changes to our VAT return form. We'll now show you if you're due a reclaim or need to make a payment to HMRC as you're completing the VAT form.

👀 Transaction list when automatically calculating your VAT return

We've improved the popup for importing transactions you've entered into MTDsorted. We'll now show you exactly which transactions are being applied to each field on your VAT return to allow you to quickly identify any transactions that shouldn't be there. We've also explained which categories will be included in which fields calculations.

We're using some sample data in the gif!

🧾 Invoice improvements

We've made some improvements to our invoicing, these include the much requested ability to copy an existing invoice and hosted invoice pages.

🔐 Secure sharable invoice pages

To allow you to share your invoices more widely, we've also launched hosted invoice pages. Secured behind unique links, each invoice now has a hosted page that can be shared directly with your customers.

It'll show all the information you need including the total amount, your invoice header and footer and also includes the ability to download the invoice and receipt as a PDF.

The invoice pages are not shared indefinitely and can expire, you can read more about this in our help guide.

When do shared invoice page links expire?

📈 Bulk transaction importer

We have also rolled out the ability to import transactions from a CSV file, this will allow you to easily transition from your existing spreadsheet, file or platform to MTDsorted and make use of our newest features.

You can read more about how to import your transactions from our help guide.

How can I import my existing transactions?

The importer is available to companies with access to transactions.

⏩ Full list of changes: