Finance - Edit VAT Return Window

Edit VAT Return Window

Example of the Edit VAT Return window

Menubar buttons


Save changes to the VAT Return that you are currently editing.

Generate VAT Return

Clicking this button will cause Easify to calculate all the figures for the VAT Return and, after a pause, populate all the VAT boxes with the figures.

You can click this button as many times as you like. Each time it's clicked, Easify re-calculates the VAT values on the VAT Return. Any time a change is made to the data (e.g if you correct an order or a purchase), you need to click this button to update the values on the VAT Return.

Export VAT Return data

Exports the VAT Return data to a .csv file. It is recommended to do this before submitting a VAT return so all the data can be checked first.

Submit VAT Return

Click this button when you are ready to Submit / Complete your VAT Return

  • If you are using HMRC MTD…

    You will see the following prompt:

  • If you are filing a VAT Return manually…

    You will see a different prompt:


Clicking this button opens up this help article in a new browser window.

VAT Return Fields


Enter your own description in this field. It will be displayed in the main VAT Returns window.


Enter comments here for your own reference.

Start Date, End Date, Due Date
  • If you are using HMRC MTD…

    Once you have generated a VAT return, these fields will be set automatically and can't be edited.

  • If you are filing a VAT Return manually…

    You can pick your own dates using the Calendar Picker

  • Published Date

    This field is set when you have either submitted the VAT return via HMRC or completed the VAT return manually

    VAT Scheme

    Set this to the appropriate VAT Scheme for your business.

    • Standard VAT Accounting – the VAT is due on the invoice or purchase date.
    • Cash VAT Accounting – the VAT is due when the invoice or purchase is paid.

    HMRC Making Tax Digital Submission Information…

  • If you are using HMRC MTD…

    Once you have submitted your VAT return, this area will be populated with HMRC data:

  • If you are filing a VAT Return manually…

    The default information will be displayed instead:

  • VAT Boxes

    These boxes will automatically be populated after you have clicked the "Generate VAT" button.

    Note: Boxes 1 to 5 are displayed to 2 decimal places where as 6 to 9 are not. This is by design in order to meet specific requirements published by HMRC.

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