The VAT Return allows you to:
calculate VAT for a selected period.
review transaction details and totals.
generate a VAT return file for submission to HMRC.
⚠️Important: Once a VAT return has been claimed in the system, it cannot be reversed.
To process a VAT Return
Go to Reports.
Select VAT.
Click VAT Return.
Set:
Period From to Period 0
Period To to the period you are claiming up to
Click Submit.
Click Export Transaction Detail Report.
Check that the transactions and total to claim are correct.
Click Generate VAT Return.
Click Export Return to Excel.
This exported file is the VAT return file you will need to upload to HMRC.
Submit the VAT claim
After generating and exporting the VAT return:
Click Claim VAT.
Review the on-screen checklist to ensure all steps have been completed.
Click Confirm.
Once confirmed, the VAT claim is final and cannot be reversed.
Submit the return to HMRC
After completing the process in the system:
Log in to HMRC.
Upload the VAT return file you exported to Excel.
📌Note: If you generate the VAT return but do not submit the claim to HMRC, the figures will be included again in your next VAT Return.
Always ensure the VAT Return process is fully completed in one session.
If your school is not VAT registered, you must use the VAT 126 return instead of the standard VAT Return.