Setting up opening balances

As from 01/04/25 I will be using QuickFile.

Sole trader on flat rate VAT.

Last year’s accounts for 24/25 using excel have been completed.

I have prepared an opening balance journal and wondered if someone could look at it to tell me if it is correct

I have an outstanding invoice from March 2025 and a VAT liability which is included in last year’s accounts. I have created a dummy invoice (for the outstanding invoice) dated in March last year and have included these in the opening balance along with the VAT liability.

When everything is paid off, I now have a balance sheet with just my current account balance and retained profits and looks like it’s ready to go.

Line 2 (4000) General Sales is the invoice amount minus VAT, and the VAT is added on
Line 3 (2200) Sales Tax Control Account
Total £1008.24, which is the full amount of the invoice

Thank you.

Hello @stevejohns2025

The support team are not registered accountants and I would reccomend checking this with your accountant for professional tailored advice.

I will leave this post open for the moment as there are some accountants on the forum who may wish to comment.

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