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. See Viewing VAT return information as a non-main accounting entity.

Note: The HMRC test sandbox mimics the production system but only allows returns to be submitted for the year 2017. Each submission must be for a unique period, just as it would be in production. You can re-submit a VAT return using the same periods as a previous submission by generating a new sandbox user and Tax ID.

You can generate these output files:

  • Retrieve VAT Obligations
  • Submit VAT Return for period

This table shows these additional parameters:

Field Description
VAT Registration Number Ensure the TaxID held against the Accounting Entity is displayed here
Action Select Submit VAT Return
Date Range Select a date range from the list
Note: The date entered here must match the date of any open obligation. You must enter the quarterly obligations period for the month for all monthly VAT return obligations. Likewise, you must provide the quarter dates for the quarter obligations.
  1. In the table containing the VAT Return details, verify the VAT Return information.
  2. 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.
  3. For Main Accounting Entities of a VAT Group, you can verify the consolidated information of all Accounting Entities for each 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.
  4. Click Generate & Submit.
  5. In the Submission & Confirmation Window, read the customer declaration text and confirm the information in the VAT submission.
  6. Click Submit.
    Note: If the data viewed on this page is incorrect, you must republish the BOD from your ERP to refresh the data.