(Note: If you wish to submit a VAT return from a spreadsheet rather than using VT Transaction+, please refer to VT MTD For Excel.)
If you have already carried out any of the steps below, you can skip to the next step.
1.Enter your VAT registration number
This can be entered by selecting Set Up>VAT.
If you use HMRC's cash accounting scheme for VAT, tick the 'VAT cash accounting' box. If you are a business in Northern Ireland or the EU, tick the 'Business is situated in Northern Ireland or the EU' box:
2.Set up MTD (Making Tax Digital) for VAT
Before you can submit a VAT return to HMRC, set up MTD for VAT by following the steps at Setting up MTD: businesses, or Setting up MTD: agents (if you are an agent submitting VAT returns through your agent services account).
3.Enter VAT on transactions
VAT is entered in VAT field of the transaction entry dialog when entering a transaction. For more information on entering VAT please refer to Entering VAT.
If you need to reclaim input VAT on purchases made before VAT registration, see Pre-VAT registration purchases.
If you need to enter more complex VAT transactions such as domestic reverse charge VAT, or VAT on overseas transactions, please refer to the relevant help topics in this chapter:
•Domestic reverse charge VAT for construction services
•Purchase of goods from abroad
•Purchases of services from abroad
4.Generate and submit a VAT return
(Note: If you are on the flat rate scheme, refer to Flat rate scheme instead.)
The steps below presume you have set up MTD for VAT as described in step 2. If you have not yet set up MTD for VAT, please do so first.
a)Click on the VAT button on the toolbar at the top of the screen:
b)Select New VAT return:
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c)Specify the period for the VAT return:
d)This generates the VAT return on the right of the window. For further information on generating a VAT return, please refer to Creating a VAT return.
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| Note: you may see transactions in the VAT return with a date older than the current VAT period. This occurs if you have entered transactions with VAT dated before the current return. If you do not need to include these transactions in the current return, you can exclude them by deleting the current return, creating a dummy VAT return for the period covering the older transactions, then re-running the current return - for more details see Old transactions appearing on current VAT return. |
e)Click on the VAT button again to return to the VAT return window. To submit the VAT return, click on it from the list of returns on the left so it is highlighted in blue, then select Submit VAT return to HMRC:
f)To pay a VAT return, please refer to the steps in Paying a VAT return
If you get a 'MTD mismatch' error, either the VAT registration number you have entered is wrong or you have not correctly set up MTD. Please refer to The MTD Error for details.
If you get a 'Internal server' error, either there is an issue with HMRC's servers or the sign-up process for MTD is incomplete. Please refer to Server errors for details.
