how to add vat to an expense paid into a personal account without reimbursing so it appears in the VAT Return

Hi there,@PMJ Maintenance. I'm here to help you with your concerns.
 

To add VAT to an expense paid into a personal account without reimbursing it, you can follow these steps:

1. Create an expense transaction specifying the details of the expense.
2. Within the expense transaction, add the appropriate VAT amount to the expense by selecting the VAT code or rate that applies.
3. Ensure that the bank account used for this transaction is set as "personal" or create a separate bank account specifically designated for personal expenses.
4. Save the expense transaction.

I'm also adding these helpful resources that you can check in case you're ready to make liability payments:

• Submit a MTD for VAT return to HMRC in QuickBooks Online
• File your VAT return and record tax payments in QuickBooks Online

Keep in touch for any additional concerns you have about handling taxes in QuickBooks. I'm always glad to be of help. Have a good weekend, and keep safe!

Thank you for your reply. I have carried out this process but when I go to view the VAT details, these transactions are missing and have not been included in the VAT return.

Hello PMJ Maintenance, thanks for getting back to us here. Which specific QuickBooks Online VAT code did you assign to the transaction, and did you enter this as an expense (not a bill)? 

I entered all transactions as an expense and entered 20.0% as the VAT code.

Thanks PMJ Maintenance, what is the date on the transaction(s), and what is the start and end date of your current open VAT return? 

The date range of the transactions are between 24/05/2023 to 06/06/2023. It’s for the tax period 01/05/2023 to 31/07/2023. The return in question has been filed with HRMC using a different software. I migrated all the transactions over to Quickbooks. But as a result of the personal transactions being missing, this has now changed the values in the return. I need to mark it as paid but can’t as the values are different.

Thanks PMJ Maintenance, in this case, these should be showing on the return. Do you have the option for Flat Rate Scheme turned on in your VAT settings (Taxes > VAT > Edit VAT > Edit settings > Other VAT options)? 

No, this box is unchecked at the moment

Thanks PMJ Maintenance. Please begin a chat or call our support team on 0808 234 5337 so that we can set up a screen share to take a closer look at this with you. The support line is open Mon - Fri, 8am - 7pm, free from UK mobile & landlines.