Not very experienced with Quickfile and I am trying to submit a VAT return. For some reason, the entries have been made for the period 01/08/2023 to 31/10/2023 and not the previous accounting period 01/05/2023 to 31/07/2023. The invoice is dated 31/07/2023. How can I correct this?
Hello @DiS
Are you on cash accounting?
On the cash accounting scheme QuickFile would use the payment dates (the tax point) to assign the invoices to the correct return
For example
If the invoice was dated 31/07/2023 and the payment date was entered as 01/08/2023 the invoice would fall into the 01/08/2023 to 31/10/2023 return because of the payment date.
If the payment date has been entered in error you can locate the payment in the bank screen and edit the date.
I’m on cash accounting and thank you. I can now see that I need to change the payment date. Thanks!
Only if the payment was made on the date of the invoice though.
Noted - thank you for the additional information.
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