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 - support@clearbooks.co.uk - 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.


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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