Searching for invoices on the VAT return menu allows you to preview your VAT return before saving it.

After searching for invoices, Creating the VAT return will save the return and lock all the transactions. These transactions will not be picked up in any future returns that you search or create.

Confirming a return will generate an invoice to your HMRC contact for the amount of VAT that is owed to HMRC or to your business. If you need to change the HMRC contact used on the invoice generated by the system, please click here to learn more.

To learn how to submit a VAT return as a business directly to HMRC please click here. To learn how to submit a VAT return as an Accountant on behalf of your client, please click here.

Step 1.

Navigate to the Reports > Popular reports > VAT return menu.

VAT return

Step 2.

Under the VAT return heading, search for invoices between two specified dates.  In this screen invoices refers both to sales and purchases and, if on Cash VAT accounting, will relate to money received and paid.

From: This date will typically be the first day of your VAT period. You can, however, search for invoices prior to this date that may have been omitted from a prior VAT return.

To: This date is the end of your VAT period. For quarterly VAT returns, this is the date three months after your From date.

If the Include late invoices checkbox is ticked, the system will include all historic transactions (with a VAT rate), that were not locked to a previous return, in the current VAT return. Typically these will be invoices entered in a previous period after the submission of the VAT return.

Return name: This will default to Quarter ending [date], however, can be edited to refer to a different period length.

Click on the Search for invoices button. This will create the return summary section and display a list of all relevant invoices in the selected date range.

Step 3.

Specific invoices can be excluded from the VAT return (this is not available for the Flat Rate Scheme). Tick the check-box beside the appropriate invoices.

Select the Create VAT return button to lock the invoices to this return. Once locked to this return these invoices will not be picked up in any future returns.

The return is now available to view at any time from the list of all your returns under the Existing VAT returns heading.

Step 4.

To confirm the return, select the appropriate return from the drop-down list and click on the Confirm return button. Confirming the return will create a bill for the VAT owed (or sales invoice if you are owed VAT).

Before confirming there is still the option to delete the return and start over by clicking on the Delete return button.

Whilst the return will always be available to view from this screen you can also create a PDF with the Download PDF button.

Technical support is available from Monday to Friday, 9 - 5.

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