{"id":7048,"date":"2026-11-02T12:31:09","date_gmt":"2026-11-02T12:31:09","guid":{"rendered":"https:\/\/www.whizconsulting.net\/uk\/?p=7048"},"modified":"2026-11-02T12:31:09","modified_gmt":"2026-11-02T12:31:09","slug":"zoho-books-making-tax-digital","status":"publish","type":"post","link":"https:\/\/www.whizconsulting.net\/uk\/blog\/zoho-books-making-tax-digital\/","title":{"rendered":"How to Set Up Zoho Books for Making Tax Digital in the UK"},"content":{"rendered":"<p><span data-contrast=\"auto\">For UK businesses, Making Tax Digital (MTD) brings a more structured approach to tax reporting, making reliable accounting software an important part of staying compliant. Zoho Books offers a range of features designed to support businesses with MTD requirements while keeping their accounting processes straightforward.<\/span><\/p>\n<p><span data-contrast=\"auto\">Getting started, however, involves configuring your account to use these features effectively. In this blog, we explore the key Making Tax Digital capabilities available in Zoho Books and walk you through the steps to set up your account. You&#8217;ll also learn how to use the platform to manage your tax records and meet your reporting obligations.<\/span><\/p>\n\t   <div class=\"blog-cta-card blog-cta-card-2\">\r\n    <img decoding=\"async\" src=\"https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2025\/05\/data-to-dollar.webp\" alt=\"cost saving | Whiz Consulting | Internal image for blog\" title=\"\">\r\n    <div class=\"cta-content\">\r\n\t\t<div class=\"txt_lft\">\r\n\t\t\t   <h3 style=\"color:#fff\">Get MTD-Ready with Experts <\/h3>\r\n        <p>Keep your VAT records ready to file with expert support <\/p>\r\n\t\t<\/div>\r\n     <div class=\"cta_rt\">\r\n\t\t<a class=\"mainbtn drk\" href=\"https:\/\/www.whizconsulting.net\/uk\/zohobooks-accounting-services\/\"><span>Know More!<\/span> <svg height=\"24px\" viewBox=\"0 -960 960 960\" width=\"24px\"><path d=\"m256-240-56-56 384-384H240v-80h480v480h-80v-344L256-240Z\"><\/path><\/svg><\/a>\r\n\t\t<\/div>\r\n        \r\n    <\/div>\r\n<\/div>\r\n<style>\r\n.blog-cta-card {\r\n        display: flex;\r\n    align-items: center;\r\n    background: #2E277B; \r\n    border-radius: 10px;\r\n    overflow: hidden;\r\n    padding: 10px 20px;\r\n    margin: 20px 0;\r\n    box-shadow: 0 0 15px 0 #dddddd;\r\n    border-left: solid 8px #2e277b;\r\n}\r\n.blog-cta-card img {\r\n    width: 20%;\r\n    height: auto; max-height:100px; object-fit:contain;\r\n}\r\n.cta-content {\r\n    padding: 10px; display:flex; width:100%; justify-content:space-between; align-items:center;\r\n}\r\n.cta-content h3 {\r\n    margin:0 0 0px;\r\n    font-size: 32px;\r\n}\r\n.cta-content p {\r\n    font-size: 16px;\r\n    color: #fff; margin:0;\r\n}\r\n\t.mainbtn.drk::after{ background:#05d69f;}\r\n\t.mainbtn.drk:hover{ background:#05d69f;}\r\n.cta-button {\r\n    display: inline-block;\r\n    padding: 10px 15px;\r\n    background: #09D7A1;\r\n    color: #fff;\r\n    text-decoration: none;\r\n    border-radius: 5px;\r\n    margin-top: 10px;\r\n}\r\n.cta-button:hover {\r\n    background: #0056b3;\r\n}\r\n\t@media screen and (max-width: 767px) {\r\n\t\t.cta-content, .blog-cta-card{ flex-flow:wrap;}\r\n\t\t.cta-content{ padding:15px 0 0;}\r\n\t\t.cta-content h3{ font-size:28px;}\r\n\t\t.cta-content p{ margin:0 0 15px;}\r\n\t}\r\n<\/style>\r\n\t    \r\n\r\n\r\n\n<h2>What MTD Features Does Zoho Books Offer for UK Businesses?<\/h2>\n<p><span data-contrast=\"none\">Zoho Books supports MTD for VAT through direct HMRC filing, digital record-keeping, bank feed reconciliation, and VAT payment tracking. It also offers features that support\u00a0MTD for VAT and\u00a0Income Tax, including quarterly updates and end-of-year submissions for eligible users.\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">These features help UK businesses manage tax reporting and maintain accurate financial records from a single accounting platform.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-7049 size-full\" src=\"https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses.avif\" alt=\"Zoho Books Making Tax Digital_blog_image_whiz_consulting\" width=\"2048\" height=\"732\" title=\"\" srcset=\"https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses.avif 2048w, https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses-300x107.avif 300w, https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses-1024x366.avif 1024w, https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses-768x275.avif 768w, https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses-1536x549.avif 1536w, https:\/\/www.whizconsulting.net\/uk\/wp-content\/uploads\/2026\/11\/MTD_Features_for_UK_Businesses-1568x560.avif 1568w\" sizes=\"(max-width: 2048px) 100vw, 2048px\" \/><\/p>\n<p><span data-contrast=\"auto\">Key MTD features offered by Zoho Books:<\/span><\/p>\n<ul>\n<li><strong><span data-contrast=\"auto\">Direct VAT return submission: <\/span><\/strong><span data-contrast=\"auto\">Calculate and submit VAT returns directly to HMRC using recorded transactions, reducing manual data transfer during quarterly or periodic filing<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Digital record-keeping:<\/span><\/strong><span data-contrast=\"auto\"> Store sales, purchases, and expense records digitally, and categorise transactions for VAT reporting<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Bank feeds and transaction matching:<\/span><\/strong><span data-contrast=\"auto\"> Import bank transactions and match them with accounting entries to<a href=\"\/uk\/blog\/automating-accounting-with-zoho-books\/\"> reduce manual data entry<\/a> and identify missing or duplicated transactions before filing<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">VAT payment and reclaim tracking:<\/span><\/strong><span data-contrast=\"auto\"> Record VAT payments and track VAT balances in your accounts, and review input VAT recovery against the applicable VAT rules<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">MTD for Income Tax support: <\/span><\/strong><span data-contrast=\"auto\">Maintain digital records of sole traders and landlords, and submit quarterly updates and complete the applicable year-end reporting steps<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Accountant and agent access:<\/span><\/strong><span data-contrast=\"auto\"> Allow authorised accountants and bookkeepers to review records and manage filings on a client&#8217;s behalf<\/span><\/li>\n<\/ul>\n<h2>How to Set Up Zoho Books Making Tax Digital for VAT<\/h2>\n<p><span data-contrast=\"auto\">Setting up Zoho Books for Making Tax Digital for VAT involves entering your VAT registration details, enabling direct HMRC filing, and authorising the software to submit returns. Once configured, you can generate VAT returns, review the figures, and submit them from Zoho Books itself.<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 1: Configure VAT Settings<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Before enabling MTD filing, enter your business&#8217;s VAT details in Zoho Books.<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Click Settings in the top-right corner<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Under Taxes &amp; Compliance, select Taxes, then VAT Settings<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Set &#8220;Is your business registered for VAT?&#8221; to Yes<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Enter the country code and nine-digit VAT registration number shown on your HMRC VAT registration certificate<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><span data-contrast=\"auto\">Select your VAT Accounting Basis:<\/span>\n<ol>\n<li aria-setsize=\"-1\" data-leveltext=\"%2.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,4],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%2.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"2\"><b><span data-contrast=\"auto\">Accrual Basis:<\/span><\/b><span data-contrast=\"auto\"> VAT is calculated using the invoice date<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%2.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,4],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%2.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"2\"><b><span data-contrast=\"auto\">Cash Basis: <\/span><\/b><span data-contrast=\"auto\">VAT is calculated using the date your customer pays<\/span><\/li>\n<\/ol>\n<\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"6\" data-aria-level=\"1\"><span data-contrast=\"auto\">Configure any additional VAT options that apply to your business, such as the Flat Rate Scheme or overseas trading settings<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"7\" data-aria-level=\"1\"><span data-contrast=\"auto\">Save your settings<\/span><\/li>\n<\/ul>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 2: Enable Direct VAT Filing with HMRC<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Once your VAT settings are configured, enable online VAT filing in Zoho Books.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Go to Settings \u2192 Taxes \u2192 VAT Filing Settings<\/span><\/li>\n<li><span data-contrast=\"auto\">Select I want to file my VAT returns to HMRC through Zoho Books<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Save<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Zoho Books will then prompt you to authorise the software with HMRC. You can complete the authorisation immediately or save the settings and authorise later.<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 3: Authorise Zoho Books with HMRC<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Authorisation allows Zoho Books to communicate with HMRC on your behalf when filing VAT returns.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Select your role in the filing process:<\/span>\n<ol>\n<li><strong><span data-contrast=\"auto\">Organisation administrator:<\/span><\/strong><span data-contrast=\"auto\"> If you manage the organisation&#8217;s Zoho Books account<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Agent:<\/span><\/strong><span data-contrast=\"auto\"> If you file VAT returns on behalf of another organisation. Enter your Agent Registration Number (ARN) when requested.<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span data-contrast=\"auto\">Read and accept the terms and conditions<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Go to HMRC&#8217;s Website<\/span><\/li>\n<li><span data-contrast=\"auto\">On the HMRC website, click Continue, sign in using your HMRC credentials, and select Grant Authority<\/span><\/li>\n<li><span data-contrast=\"auto\">After authorisation, you will be redirected to Zoho Books<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">If you are an agent, you may also need to request the organisation administrator\u2019s permission within Zoho Books before filing returns.\u00a0<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 4: Generate, Review, and Submit VAT Returns<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">After completing the setup and authorisation, you can prepare and submit VAT returns directly through Zoho Books.<\/span><\/p>\n<ul>\n<li><strong><span data-contrast=\"auto\">Generate the return:<\/span><\/strong><span data-contrast=\"auto\"> Open the VAT Filing module from the left navigation menu and click Generate VAT Return. Zoho Books creates a draft return with a summary and detailed tax figures.<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Review the figures: <\/span><\/strong><span data-contrast=\"auto\">Check the return summary and inspect the transactions behind individual VAT amounts. Make any necessary adjustments before finalising the return.<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Finalise the return:<\/span><\/strong><span data-contrast=\"auto\"> Click Finalise Return after reviewing the details. Confirm the action when prompted.<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Submit to HMRC:<\/span><\/strong><span data-contrast=\"auto\"> Click Submit to HMRC, confirm that the information is accurate, review the amount payable or reclaimable, and submit the return<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Record the payment or reclaim: <\/span><\/strong><span data-contrast=\"auto\">Once you have paid HMRC or received a VAT refund, use the Unpaid\/Unclaimed tab and select Record Payment\/Claim to update your records<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">You can review filed returns and their filing and payment statuses under the All Returns tab.<\/span><\/p>\n<h2>How to Set Up Zoho Books Making Tax Digital for Income Tax<\/h2>\n<p><span data-contrast=\"auto\">Set up Zoho Books Making Tax Digital for Income Tax by meeting HMRC&#8217;s registration requirements, connecting your organisation to HMRC, and linking the relevant business details. Once connected, you can fetch <a href=\"\/uk\/blog\/uk-tax-deadlines-business-owners-2026\/\">quarterly submission obligations<\/a> and submit income tax updates directly through Zoho Books.\u00a0<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 1: Check the Prerequisites<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Before connecting Zoho Books to HMRC, confirm that your organisation and HMRC account meet the requirements.<\/span><\/p>\n<ul>\n<li><b><span data-contrast=\"auto\">Set your business type: <\/span><\/b><span data-contrast=\"auto\">During organisation setup, select Sole Trader or Landlord. If you already use Zoho Books, go to Settings \u2192 Organisation \u2192 Profile to update your business type<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Create an HMRC online account:<\/span><\/b><span data-contrast=\"auto\"> You need an HMRC online account to connect Zoho Books. If you do not have one, visit HMRC&#8217;s online services page and follow the instructions to create your sign-in details.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Sign up for MTD for Income Tax:<\/span><\/b><span data-contrast=\"auto\"> Register with HMRC before submitting income tax updates through Zoho Books<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 2: Connect Zoho Books to HMRC<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Once you have completed the prerequisites, enable MTD for Income Tax in Zoho Books.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Go to Settings<\/span><\/li>\n<li><span data-contrast=\"auto\">Under Taxes &amp; Compliance, select Taxes<\/span><\/li>\n<li><span data-contrast=\"auto\">Under Other Taxes, select Income Tax<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Connect to HMRC<\/span><\/li>\n<li><span data-contrast=\"auto\">In the connection pop-up, select your role:<\/span>\n<ol>\n<li><strong><span data-contrast=\"auto\">Admin: <\/span><\/strong><span data-contrast=\"auto\">Choose this if you are the business owner submitting income tax updates through Zoho Books<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Agent: <\/span><\/strong><span data-contrast=\"auto\">Choose this if you are an accountant submitting income tax updates on behalf of a client. <\/span><\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Follow the relevant authorisation process for your role.<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 3: Complete HMRC Authorisation as an Administrator<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">If you selected Admin, complete these steps to connect your organisation to HMRC.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Enter the National Insurance number (NINO) issued by HMRC<\/span><\/li>\n<li><span data-contrast=\"auto\">Read and accept the terms and conditions<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Continue to HMRC&#8217;s Website<\/span><\/li>\n<li><span data-contrast=\"auto\">Enter your HMRC credentials and sign in<\/span><\/li>\n<li><span data-contrast=\"auto\">After you return to Zoho Books, select the relevant business registered with HMRC<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Choose the business according to your income type:<\/span><\/p>\n<ul>\n<li><strong><span data-contrast=\"auto\">Sole trader: <\/span><\/strong><span data-contrast=\"auto\">Select your Self Employed business from the Business Name dropdown<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Landlord: <\/span><\/strong><span data-contrast=\"auto\">Select your UK Property business<\/span><\/li>\n<li><strong><span data-contrast=\"auto\">Sole trader and landlord:<\/span><\/strong><span data-contrast=\"auto\"> Select your Self Employed business, click + Add UK Property, and select your UK Property business<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Zoho Books retrieves the corresponding business type and business ID from HMRC using the NINO associated with your account.<\/span><\/p>\n<p><span data-contrast=\"auto\">If Zoho Books identifies a mismatch between your HMRC business name and your organisation name, click Update Now to correct the organisation details. Verify the business information and click Save to complete the setup.<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 4: Complete HMRC Authorisation as an Agent<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">If you are an accountant filing on behalf of a client, select Agent in the connection pop-up and provide the required details.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Enter your Agent Registration Number (ARN) issued by HMRC<\/span><\/li>\n<li><span data-contrast=\"auto\">Enter your client&#8217;s National Insurance number<\/span><\/li>\n<li><span data-contrast=\"auto\">Enter your client&#8217;s business postcode<\/span><\/li>\n<li><span data-contrast=\"auto\">Read and accept the required terms and conditions<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Continue to HMRC&#8217;s Website<\/span><\/li>\n<li><span data-contrast=\"auto\">Sign in using the required credentials<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">After returning to Zoho Books, an authorisation request will appear with Pending status. An email will be sent to your client&#8217;s Zoho Books organisation for approval.<\/span><\/p>\n<p><span data-contrast=\"auto\">You can copy the request link and send it to the administrator manually, check its status using Fetch Status, or cancel the request if necessary.<\/span><\/p>\n<p><span data-contrast=\"auto\">Once your client approves the request, select their relevant business registered with HMRC. Verify the business details and click Save.<\/span><\/p>\n<p><span data-contrast=\"auto\">You can then submit income tax updates on your client&#8217;s behalf through Zoho Books.<\/span><\/p>\n<h3><span data-contrast=\"none\"><span data-ccp-para=\"\">Step 5: Fetch and Submit Income Tax Updates<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">After connecting Zoho Books to HMRC, you can retrieve your quarterly submission obligations and submit updates directly through the software.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Go to Filing &amp; Compliance in the left sidebar and select MTD Income Tax<\/span><\/li>\n<li><span data-contrast=\"auto\">Click Fetch Obligations From HMRC<\/span><\/li>\n<li><span data-contrast=\"auto\">Select the relevant tax year, business, and period type<\/span><\/li>\n<li><span data-contrast=\"auto\">Fetch the obligations to view the submission periods returned by HMRC<\/span><\/li>\n<li><span data-contrast=\"auto\">Prepare the relevant quarterly updates and submit them to HMRC through Zoho Books<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Before fetching obligations or submitting updates, confirm that your MTD for Income Tax setup is complete and your HMRC connection is active.<\/span><\/p>\n<h2>Comply with VAT easily with the right accounting support<\/h2>\n<p><span data-contrast=\"auto\">Zoho Books can simplify VAT reporting, but compliance still depends on correct configuration, reliable transaction records, and timely submissions. At <a href=\"https:\/\/www.whizconsulting.net\/uk\/\">Whiz Consulting<\/a>, we help UK businesses manage bookkeeping, VAT reconciliations, and financial reporting with our <\/span><a href=\"https:\/\/www.whizconsulting.net\/uk\/zohobooks-accounting-services\/\"><span data-contrast=\"none\"><span data-ccp-char=\"\">Zoho Books <\/span><span data-ccp-char=\"\">accounting<\/span><span data-ccp-char=\"\"> services<\/span><\/span><\/a><span data-contrast=\"auto\">. Our team can help you maintain accurate records, review VAT figures before filing, and address discrepancies before they affect your returns. This gives you greater confidence in your VAT reporting while freeing up time to focus on running your business.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For UK businesses, Making Tax Digital (MTD) brings a more structured approach to tax reporting, making reliable accounting software an important part of staying compliant. Zoho Books offers a range of features designed to support businesses with MTD requirements while keeping their accounting processes straightforward. Getting started, however, involves configuring your account to use these&hellip; <a class=\"more-link\" href=\"https:\/\/www.whizconsulting.net\/uk\/blog\/zoho-books-making-tax-digital\/\">Continue reading <span class=\"screen-reader-text\">How to Set Up Zoho Books for Making Tax Digital in the UK<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":7051,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[95,83,74],"tags":[],"class_list":["post-7048","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-zoho-books","category-software","category-taxation","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/posts\/7048","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/comments?post=7048"}],"version-history":[{"count":3,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/posts\/7048\/revisions"}],"predecessor-version":[{"id":7054,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/posts\/7048\/revisions\/7054"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/media\/7051"}],"wp:attachment":[{"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/media?parent=7048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/categories?post=7048"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whizconsulting.net\/uk\/wp-json\/wp\/v2\/tags?post=7048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}