Motor trade
Accountants for car dealers using Click Dealer and Xero
We act for independent dealers and dealer groups across the UK, making stock, vehicle sales and VAT agree between Click Dealer and Xero – month after month, not just at the year end.
★★★★★
“Really helpful and knowledgeable. Helped my transition no end, all the staff are friendly and reliable. Decent job at a fair price.”
We have set up Click Dealer with Xero for some of the larger independent dealerships.
Click Dealer runs the showroom side of a dealership – stock, deals, part-exchanges and vehicle sales. Xero runs the books – the bank, suppliers, overheads and VAT. When the two don't agree, the stock figure, the profit per car and the VAT return are all open to question.
Every dealer is set up differently, so we tailor the service to the systems and processes you already have – whether you are starting fresh, moving from Sage, or untangling years of imports.
How we can help with Click Dealer
Click Dealer and Xero set-up
A chart of accounts and import routine that matches how Click Dealer reports sales, purchases and part-exchanges.
Monthly and annual data exports
The right reports taken from Click Dealer each month and brought into Xero the same way every time.
Reconciling Click Dealer to Xero
Sales, purchases and stock agreed vehicle by vehicle, with differences explained and cleared.
VAT returns and the margin scheme
Margin scheme and standard-rated sales checked before the return is filed under Making Tax Digital.
Year-end accounts and corporation tax
Stock valued properly at the year end, with accounts and tax returns prepared from figures that already agree.
Management accounts
Profit per vehicle, stock days and overheads from your Click Dealer and Xero data, so you can see how the business is doing.
Correcting errors from previous imports
Duplicated sales, missing part-exchanges and stock that never cleared – found and put right.
Moving from Sage to Xero
Your Sage history brought across and Click Dealer reconnected, so the two systems agree from the first month.
How it fits together
From Click Dealer to a VAT return you can rely on
For the dealers we act for, figures move from Click Dealer into Xero through regular exports and imports. We set up that routine so it meets the Making Tax Digital rules on digital links, then check it every month.
- Export from Click DealerVehicle sales, purchases, part-exchanges and the closing stock list for the month.
- Import into XeroBrought in by file import – not re-typed – to the right accounts and VAT treatment.
- ReconcileSales, stock and bank agreed between the two systems, vehicle by vehicle.
- VAT returnMargin scheme and standard-rated VAT checked, then the return is filed once, from one system.
Guides
Click Dealer guides for dealers
Practical notes from the work we do for dealers, written for owners and the people who run the books. For the latest motor trade stories and what they mean for your figures, see our dealer news.
Still on Sage?
We can move your existing Sage data across to Xero and reconnect Click Dealer, so your history comes with you and the two systems agree from the first month. How the move works.
Questions dealers ask
Click Dealer and Xero: frequently asked questions
Does Click Dealer work with Xero?
Yes. Click Dealer lists Xero and Sage among the systems it works with. For the dealers we act for, figures move from Click Dealer into Xero through regular exports and imports – sales, purchases, part-exchanges and stock. We set that routine up so it is the same every month and uses file imports rather than re-keying, which is what the Making Tax Digital rules require.
Why doesn't my stock in Click Dealer agree to Xero?
The usual causes are vehicles bought but not yet entered in Xero, part-exchanges recorded at different values in each system, cars sold in Click Dealer but not invoiced in Xero, preparation costs treated differently, and the same month imported twice. We reconcile the two vehicle by vehicle so each difference is explained, not just written off. Our month-end checklist sets out the checks.
Can every used car go through the margin scheme?
No. A car only qualifies if it is a used vehicle you bought without VAT shown separately on the invoice – for example from a private seller or another dealer selling under the margin scheme. Cars bought on an invoice showing VAT, such as many ex-lease and ex-fleet cars, have to be sold with VAT charged in full, even if you didn't reclaim the VAT. Our margin scheme guide explains the rules and records.
Who should file the VAT return – Click Dealer, Xero or our accountant?
Either system can file under Making Tax Digital, but only one should, and it must hold every transaction for the period – vehicles and overheads. Where Click Dealer figures are imported into Xero, filing from Xero after the month-end checks keeps everything in one place. We can file as your agent or review a return you file yourself. See who files your VAT return.
We use Sage at the moment. Can you move us to Xero?
Yes. We bring across your opening balances, unpaid invoices and bills and, where it is useful, your transaction history, then reconnect Click Dealer to the new accounts in Xero. We usually switch at the start of a VAT quarter so each return comes from one system. Read how the move works.
Do you only act for dealers near Bolton and Ramsbottom?
No. Click Dealer and Xero are both online, so we act for dealers across the UK. We have offices in Ramsbottom, Bolton and Chorley if you would like to meet in person.
How are your fees worked out?
We quote before any work starts: a fixed fee where the work suits one, or an estimate where it doesn't. Tell us how your dealership is set up today and we will explain what we would do and what it would cost.
Speak to our motor trade team
Tell us how your dealership is set up today and we will explain how we would approach it.