Base Edition VAT Returns

Having set the BTP licence to Base, when you are ready to upload the VAT return:

1. From within Accounts, select the Tools ribbon then click on VAT Enquiry.
2. Set the date range using the From and To date fields and the Company and Branch as required.

Note The company drop-down will only display those companies that have credentials set up. Having selected the relevant company, the branch drop-down is filtered accordingly, displaying only the relevant entries.

3. Click the Refresh button to produce the totals based on your selection.
4. Click Reconcile.
5. A message displays advising that all VAT transactions for the period will be uploaded to the Business Tax Portal and cleared down. Click Yes.
6. Click Yes or No to the message asking if you want the VAT period closed as required.

At this point, the data is being transferred to the Advanced Business Tax Portal.

7. A messaged displays confirming the successful upload of the VAT reconciliation.

If there are any problems, e.g. the VAT Registration Number is wrong, a message will display with advice.

Note For further information on both a successful or failed upload, view the VAT Enquiry History. Click the Details hyperlink to view information with the Business Tax Portal import id so you can cross check with the portal.

8. When the upload has been successful, you need to log on to the Business Tax Portal.
9. On the Home page, click Ready to Submit.
10. Check the figures match those from the VAT Enquiry.
11. If everything is okay, click Submit Return. The return is sent off to HMRC.

Each submission is given an import id which can be used to tie it with the ALB upload in case of an error. If there are any errors, click the View link for further details.