Ignore previous VAT Periods

Bigman_Paul · ‎July 17, 2019

I have moved across to QBO because of the need to comply with MTD - previously we had our own software to track finances, and submitted VAT 'manually'. We signed up to QBO in February to allow us a month or so of getting to grips with it prior to starting our new VAT Quarter in April when we would move across 'full-time' ... the result of this was that transactions were haphazard for that quarter - not all transactions were recorded, not all invoices issued etc. Problem now is that for this quarter QBO is flagging loads of exceptions for last quarter, and trying to correct them - how can I tell it to ignore last quarter and any transactions before 1st April 2019? I know that the VAT was correct at that point. Having looked on the forums it seems that the only solution may be to close our account and start again from scratch - is that really correct?!

GeorgiaC · ‎July 17, 2019

Hello Bigman_Paul,

You will not need to close the account and start from scratch but we will need to check a few details to get the VAT back on track.

On your Taxes screen, have you marked a period as filed prior to your open return dating April - June?

If you have marked a period as filed and have not submitted any subsequent returns to HMRC we can re-open this to allow you to re-mark the period as filed with the correct transactions which will remove the exceptions on your open return.

View solution in original post

GeorgiaC · ‎July 17, 2019

Hello Bigman_Paul,

You will not need to close the account and start from scratch but we will need to check a few details to get the VAT back on track.

On your Taxes screen, have you marked a period as filed prior to your open return dating April - June?

If you have marked a period as filed and have not submitted any subsequent returns to HMRC we can re-open this to allow you to re-mark the period as filed with the correct transactions which will remove the exceptions on your open return.

Bigman_Paul · ‎July 18, 2019

Yes - the Jan - Mar quarter is marked as filed and paid. It prompted me to when I categorised the transaction on the bank feed which was the VAT Payment to HMRC, so I manually entered the figures based on our manual submission to HMRC. I have not submitted this quarter yet, as I need to remove the suggested exceptions as they are all incorrect.

John C · ‎July 18, 2019

Hi Bigman_Paul

Have you submitted the Jan-March to HMRC via QuickBooks or just marked it as filed?

Bigman_Paul · ‎July 18, 2019

Just marked it as filed, and as paid. We only 'turned on' MTD last week.

EmmaM · ‎July 18, 2019

Hello Paul

In order to do the unfiling request we need some information from the QuickBooks such as your email, amount in that quarter that was filed,period dates,exceptions in that quarter and the current quarter.

As the Community page is a public forum it will redact the information if you add the email on this post. We can usually find the email that your profile on the Community is linked to however it is not coming up in our searches.

If possible can you private message QuickBooks UK on FaceBook or Twitter so we can get the unfiling process completed for you

Thanks

Emma

EmmaM · ‎July 19, 2019

Hello Paul

I have received your private message in the Community, currently I can not reply privately. We have managed to find the account based on the information that you provided. We can see a case opened yesterday for a VAT unfile request which is currently being looked at by our senior support. We will email you from the case as soon as this is completed

Thanks

Emma

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Ignore previous VAT Periods