How to Submit a VAT Return Using Making Tax Digital (MTD) in Navigator

Modified on Fri, 22 Nov at 1:54 PM

Access the VAT Return System:
- Navigate to the VAT Return section in Navigator to view the standard VAT page, which displays your current VAT quarter details.
Open the MTD VAT Return:
- Click on the "Making Tax Digital" menu button. This will display your current VAT return.
- To view the details behind the VAT return, select the "View Reports" option.
Making Adjustments:
- VAT returns can only be adjusted by:
  - Posting Nominal Journals to one of the two VAT accounts.
  - Processing invoices or credit notes dated within the VAT period.
Important Note on VAT Refund Claims:
- If your VAT return results in a refund (Box 4 is greater than Box 3), Box 5 will still display a positive number.
- HMRC will recognise this as a refund claim and process it accordingly.
Submitting the VAT Return:
- Click on "Submit to HMRC". A confirmation window will appear.
Provide Submission Details:
- Enter a reference for the VAT return payment on the nominal ledger transaction.
- Specify the date for the next VAT period completion.
Complete the Submission:
- Click "Close Period" to submit the VAT return.
- If there are any errors, they will be displayed. If successful, a confirmation screen will appear.