Edit VAT Return WindowExample of the Edit VAT Return window
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
Once you have generated a VAT return, these fields will be set automatically and can't be edited.
You can pick your own dates using the Calendar Picker
This field is set when you have either submitted the VAT return via HMRC or completed the VAT return manually
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…
Once you have submitted your VAT return, this area will be populated with HMRC data:
The default information will be displayed instead:
These boxes will automatically be populated after you have clicked the "Generate VAT" button.