How To: Select the items to include on a VAT Return

Processing a Tax (VAT) Return is an Advanced User feature. Please ensure that you read and understand the following instructions before processing your return. Once a return has been committed, it cannot be amended in any way.

Selecting the Items to be Included on the VAT Return

1. Open an Accounts screen (show me how).
2. Open the [ Tax (VAT) | Tax Register ] tab.
3. Select the Monthly radio button.
4. Select the appropriate period from the drop-down list - this will be the last month of the period that you wish to report on. For example, to start the VAT Return process for April, May and June of 2015, select June 2015.
5. Click on the GO button.
   1. If there are new or previously excluded transactions prior to the period that you're reporting on, the system will prompt to include these as follows:
      "Do you wish to include uncommitted transactions from previous periods?"
      Click Yes to include the transactions in this return.
      
   2. If there are new or previously excluded transactions two or more tax periods old, the system will prompt to include these as follows:
      "There are uncommitted transactions from 3 months ago or more, do you wish to include these as well?"
      Click Yes to include the transactions in this return.
      
6. Review the transactions and totals in the grid. If you're happy, you can go ahead and process the VAT Return. If you need to exclude a transaction(s) from the current return then please go to How To: Exclude Items from a VAT Return. You may also need to review transactions that you have excluded from the current return, please click through to How To: Review Items Excluded from a VAT Return in order to learn more.
   

Notes:

• The tax quarters can be changed in [ System Values | General - Defaults and Financial | Financial Setup ].
• If you require complete flexibility with regards to how you specify the transactions you wish to report on, then please use the Advanced Processing Method.

Processing the VAT Return

The process for submitting a VAT Return depends on your HMRC Tax Submission option set in System Values:

• Not Decided (default): this will disable both Commit and Digital Commit options and display an error message directing the user back to this screen to make a selection.
• Manually: The digital submissions button is disabled in the accounts screen. The process for submitting a manual VAT Return is described in How To: Process a VAT return.
• Digitally: The manual commit options are disabled, although the VAT return can still be viewed. The process for submitting a Digital VAT Return is described in the following Wiki pages:
  • Making Tax Digital
  • Making Tax Digital - Connecting to HMRC
  • Making Tax Digital - Processing a VAT Return

Note: where a previous digital submission is detected, the default will be 'Digitally'. If the user attempts to change this, they will receive a warning that previous submissions have been digital.

See Also

• How To: Exclude Items from a VAT Return
• How To: Review Items Excluded from a VAT Return
• How To: Use the Advanced Processing Method for VAT Returns
• Accounts overview