Generating and submitting a VAT return

Use the New Report Page to submit a VAT return to HMRC.

For VAT groups, only the assigned Main Accounting Entity (Main AE) can view detailed VAT Return information for several Accounting Entities and generate and submit a VAT Return. This procedure is not applicable to non-Main AEs. For more information, see Viewing VAT return information as a non-main accounting entity.

These output files will be generated:

Retrieve VAT Obligations
Submit VAT Return for period

Select Tax Reporting (United Kingdom) from the Subscriptions list.
Click NEW REPORT.
On the New Report Page, specify this information:

Action

Select Submit VAT Return.

Date Range

Select a date range from the list.
In the table containing the VAT Return details, verify the VAT Return information.
For Main Accounting Entities of a VAT Group, you can verify the consolidated information of all Accounting Entities within the group with full details:
1. On the New Report page, click VAT Return.
2. In the VAT Return window, view the total amounts and the breakdown details of the VAT report per Accounting Entity.
3. To download the report, click EXPORT.
4. Click the Close icon.
For Main Accounting Entities of a VAT Group, you can verify the consolidated information of all Accounting Entities per detailed item:
1. On the New Report page, select a VAT detail from the Details list.
2. Under the Amount column, click the amount for the selected detailed item.
3. In the VAT Return window, view the total amount and the breakdown details of the VAT report per Accounting Entity for the selected detailed item.
4. To download the report, click EXPORT.
5. Click the Close icon.
Click Generate & Submit.
In the Submission & Confirmation Window, read the customer declaration text and confirm the information in the VAT submission.
Click Submit.

Note: If the data viewed on this page is incorrect, you must republish the BOD from your ERP to refresh the data.