Overview

This guide will go through how to set up EvolveGo to enable the submission of the VAT Return to HMRC. How to make adjustments to the VAT Return and how to view open and previously submitted VAT Returns.

TABLE OF CONTENTS

• Set Up VAT Return
• Viewing an Open VAT Report
• How to Make Adjustments to the VAT Return
  • Making Adjustments With Transactions
  • Making Adjustments Without Transactions
  • How to Submit the VAT Return
• Viewing an Submitted VAT Report

Set Up VAT Return

To set up the ability to submit your VAT Return to HMRC from EvolveGo use the following steps:

1. Then, select General Ledger from the navigation menu.

2. Select the Office Ledger.

The VAT Return option in the Journal Actions menu to the right of the screen is disabled.

3. Select Setup Journal from the Journal Actions menu.

4. Within the HMRC section select the VAT Return Timing Basis.

5. Enter your HMRC Government ID.

6. Enter your VAT Registration Number.

7. Click on Authorise Account – this will open the HMRC gateway authorisation website, complete the details and select Give Permission for EvolveGo to submit VAT  Returns.

When complete you will see a note on EvolveGo that you have successfully authorised the direct submission.

8. After checking ALL information is correct click Save in the bottom right of the screen.

N.B. This information is used to submit your VAT Report to HMRC and cannot be changed once saved.

9.The VAT Return option on the Journal Action menu is now live.

Viewing an Open VAT Report

1. Select General Ledger from the navigation menu.

2. Then select the Office Ledger.

3. Select VAT Return from the Journal Actions menu.

4. Within the Open tab select View to the right of the return line.

5. This will take you into the return where you can view the current position of the VAT Report and make  adjustments, if necessary.

How to Make Adjustments to the VAT Return

Making Adjustments With Transactions

1. Select General Ledger from the navigation menu.

2. Then select the Office Ledger.

3. Select VAT Return from the Journal Actions menu.

4. Within the Open tab select View to the right of the relevant return period line.

5. This will take you into the return.

6. Select the Adjust option for the box you wish to adjust (adjustments with transactions can be made for Box 1 and Box 4).

7. A journal transaction screen will open.

8. Enter a reason for the adjustment into the Memo field.

9. Enter the Date of the adjustment.

10. In the first allocation line the VAT Input or VAT Output nominal account will be pre-populated in the Account field, this is determined by the box you selected for adjustment at step 6.

11. Select Outside Scope as the Tax Code.

12. Enter the figure you want to adjust the account by into either the Debit column or the Credit column.

13. In the second allocation line in the Account column enter the nominal account that you are putting this adjustment against.

14. In the Tax Code column select the standard rate.

15. Enter the amount into the Debit or Credit column, depending on which was entered at step 12.

16. Select Post in the bottom right of the screen.

These adjustments can be viewed by clicking on the View Breakdown button to the right of the relevant Box line in the VAT Return screen.

Making Adjustments Without Transactions

1. Select General Ledger from the navigation menu.

2. Then select the Office Ledger.

3. Select VAT Return from the Journal Actions menu.

4. Within the Open tab select View to the right of the relevant return line.

5. This will take you into the return.

6. Select the Adjust option for the Box you wish to adjust (adjustments without transactions can be made for Box 6, Box 7, Box 8 or Box 9).

7.  A VAT Adjustments screen will open.

8. Enter an Adjustment Amount.

9. Enter a Reason for the adjustment.

10. There is a warning at the bottom of the screen to remind you that 'This will not create an accounting transaction'.

11. Click on Adjust in the bottom right of the screen.

12. These adjustments will not show in the View Breakdown of Box 6 or Box 7, to view them select the Adjustment without Transaction tab at the top of the screen.

N.B. To reverse any of these adjustments you would need to add a contra entry

How to Submit the VAT Return

1. Select General Ledger from the navigation menu.

2. Then select the Office Ledger.

3. Select VAT Return from the Journal Actions menu.

4. Within the Open tab select View to the right of the relevant return line.

5. Before submitting your VAT Return you can view any Late Claims that will be included by clicking on the View Late Claims button in the top right of the screen.

6. Once you are happy that you have checked everything and want to submit the VAT Return to HMRC click on the Finalise VAT Return button in the bottom right of the screen.

7. In the pop up declaration that opens, tick the check box to confirm 'I have read and accept the responsibilities with this declaration' and click Submit.

8. A submission receipt pop up will open, confirming that the VAT Return has been sent to HMRC.

9. You can now view this return in the Submitted area of the VAT Returns screen.

10. When you finalise the VAT Return the system will clear down the VAT control accounts, the VAT Output account will be Debited by the amount from Box 1 and the VAT Input account will be Debited by the amount in Box 4 and the VAT Payable account will be credited by these amounts. 

When it is time to pay the VAT bill the payment can then be made out of the VAT Payable account.

Viewing an Submitted VAT Report

1. Select General Ledger from the navigation menu.

2. Then select the Office Ledger.

3. Select VAT Return from the Journal Actions menu.

4. Click on the Submitted tab select Review to the right of the relevant return line.

5. This will take you into the return screen, but you will notice there are no Adjust options as this is now a read only version.