To submit a VAT return via Clear Books, as an accountant on behalf of a client, you must toggle on both the online VAT filling and set accountant as agent options within Clear Books.

This will then allow you to enter your agent credentials when submitting a return. The credentials used cannot be the used by the client, this option is only supported for users with Agent status in the Government Gateway.

Step 1.

Navigate to the Settings > Configure system > Toggle Features menu 

and click on the VAT & bank import tool tab in the box on the left.

Step 2. 

Enable both the Online VAT filling and Set Accountant as Agent options by ticking the check boxes.

Step 3.

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

VAT return

Step 4. 

If you haven't created a return yet please click here to find out more.

If you have created your return already click on the return name from within the Existing VAT returns list, and fill in the HMRC ID and Password.

Please note: Contact our support team - - should you wish to delete a return electronically submitted via Clear Books.

Creating a VAT return on a Custom Tax scheme is not currently supported.

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

How to contact support within Clear Books

We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.