The Rhino Bridging Feature – Video Tutorial

The “Bridging Feature” is a term used by HMRC to describe the process of uploading and submitting a spreadsheet to MTD.

If you are struggling with any aspect of this video tutorial, you can always join one of our daily webinar where you will have the opportunity to ask questions and obtain help.

The Rhino Bridging Feature – A Step-By-Step User Guide

The “Bridging Feature” is a term used by HMRC to describe the process of uploading and submitting a spreadsheet to MTD.

Introduction

If you maintain your VAT records on an Excel Spreadsheet, the bridging feature allows you to load the content of the Excel Spreadsheet directly into the ADJUSTMENT boxes as well as retaining a copy of the supporting transactions.

It is Important to note that the non-adjustment boxes are never populated by the bridging feature as these are populated exclusively with the sales and expense transactions entered into the App.

Step 1.

Downloading the 9-Box Excel Template

  • Click on the Quarter that you want to submit.
  • Scroll down to the bottom of the Vat Submission screen.
  • Click on the DOWNLOAD button at the bottom of the VAT Submission Form to download the Template.

Step 2.

Add the Excel Template into the existing Excel Spreadsheet containing your VAT Records.

Please note the following:

  • Embed the Template as the first worksheet / tab in your VAT Excel spreadsheet.
  • The first worksheet (with the 9-box form) must be named “Summary“.
  • Populate the 9 boxes in Rhino Template Worksheet from the content of the VAT Model.

If you experience issues, please double check the following:

  • Is the 9-Box form the first worksheet / tab in your VAT Excel spreadsheet?
  • Is the worksheet containing the 9 boxes form called Summary?
  • Did you copy the 9-Box Form correctly.  A simple way to check this… Is the value for Box 1 entered in cell D8?

Step 3.

Upload your Excel Spreadsheet to the App by following the instructions below:

  • Click on the + button and select your Excel file created in Step 2.

If you are experiencing issues:

  • Double check that you have completed the previous step correctly.
  • Also check that you are uploading the correct file type.  It needs to be an Excel Workbook with a file extension .xlsx

Note:

Once the Excel file has been selected click on the Upload.

The App will proceed to load the values from the Excel spreadsheet into the adjustment boxes.

Step 4.

Once all the boxes have been completed, scroll down to the bottom of the screen and tick the “DECLARATION” checkbox.

This will enable the FINALISE PROCESS button.

Note:  We do recommend you consult your accountant (if you have one) before submission.

Step 5.

Click on the FINALISE PROCESS button.

Note

This will submit your Data to the HMRC Making Tax Digital platform and completes the process.

Get MTD compliant with the minimum effort, cost and impact to your business.

The PLAY account provides unrestricted access to all MTD features (no credit card required).
Try Rhino for FREE