Create VAT using previous date info

[gillfisher]

I have input purchases since 1st March. I did June VAT direct on HMRC site, I’m trying to get figures to do return for Sep then I will link to HMRC and submit on quickfile. The figures showing for Sep are those for June even those using correct date, I can not get the current figures to display. What am I doing wrong? thanks

[ian_roberts]

The way QuickFile works it will include in a give VAT return all entries that are

• dated on or before the end of the period you’re filing, and
• dated on or after your configured “VAT start date” in your QuickFile settings, if you have set one, and
• not already locked by a previous QuickFile VAT return

This is deliberate as it means that if you submit a return and then later discover a missing item that should have been included (maybe a supplier who invoiced you late), that item will be included in the next return correctly even if you enter it in QuickFile with its true date in the earlier quarter. But it also means that you need to tell QuickFile about the return that you submitted manually, so it knows not to include those items next time.

Best bet is probably to temporarily disable online filing in your QuickFile settings and then run the June return in QuickFile - hopefully the numbers will match what you submitted, if they don’t then make manual adjustments to bring them into line. Now turn online filing back on and you should be able to generate the next return with the right numbers.

If you had to adjust the June return to get it to line up with your original submission then apply the same adjustments in reverse to the next return.