Can someone advise why I do not get the option to "Submit With a spreadsheet" in order to submit my VAT return ? Many thanks for any help

roisin_mc_lernon · ‎May 19, 2019

ShiellaGraceA · ‎May 22, 2019

Hello roisin_mc_lernon,

You'll see the "Submit with a spreadsheet " option when you've fully completed the process.

Let's check your Making Tax Digital option, and get things straightened our from there.

Click Taxes.
At the top, make sure you see the Enabled VAT Making Tax Digital badge.
If so, you can submit your VAT return for MTD through QuickBooks.
If not, please continue the process to enable. The detailed steps are found in this article: Authorise QuickBooks to interact with HMRC - MTD for small businesses.

The Adjust option is for your VAT adjustments. Thus, we don't recommend this option.

These articles are also a good reference:

Get back to me if you have additional questions. I'm here to help you some more.

View solution in original post

John C · ‎May 20, 2019

Hi roisin_mc_lernon

Have you set up MTD from within the settings? Select the cog/gear icon >Account and Settings > MTD (follow the steps to set up, learn more, MTD).

roisin_mc_lernon · ‎May 20, 2019

Hi - Yes - after following the steps the settings advise that I am connected to HMRC which allows me to track tax deadlines and submit returns. However, I cannot submit my return without the option to "submit with a spreadsheet" -Please advise

Ryan_M · ‎May 21, 2019

Hi @roisin_mc_lernon,

I have a few steps that you can try.

To rule out a possible issue with the browser, let's try using a private window.

For Chrome, press Ctrl + Shift + N.
For Internet Explorer or Firefox, press Ctrl + Shift + P.
For Safari, hold down Command + Shift + N.

If it works, then go back to your regular browser window and then clear your cache.

Please let us know how it goes. Leave a comment below if you have any other questions.

roisin_mc_lernon · ‎May 21, 2019

Hi Ryan,

This did not bring up the option to submit the return using a spreadsheet. However, I did manage to complete and file my return by using the "Adjust" option on the form - is this acceptable ? I would prefer to have the standard functionality of being able to extract the data from the source records and upload via a spreadsheet - any further ideas ? Thanks

ShiellaGraceA · ‎May 22, 2019

Hello roisin_mc_lernon,

You'll see the "Submit with a spreadsheet " option when you've fully completed the process.

Let's check your Making Tax Digital option, and get things straightened our from there.

Click Taxes.
At the top, make sure you see the Enabled VAT Making Tax Digital badge.
If so, you can submit your VAT return for MTD through QuickBooks.
If not, please continue the process to enable. The detailed steps are found in this article: Authorise QuickBooks to interact with HMRC - MTD for small businesses.

The Adjust option is for your VAT adjustments. Thus, we don't recommend this option.

These articles are also a good reference:

Get back to me if you have additional questions. I'm here to help you some more.

roisin_mc_lernon · ‎May 25, 2019

Hi Sheila - I do have the badge for MTD - However I am still not seeing the spreadsheet option and not sure what to do next ? see screenshot of my badge and options available - Thanks

roisin_mc_lernon · ‎May 25, 2019

and MTD Stamp

Anonymous · ‎May 26, 2019

Hello, roisin_mc_lernon.

Thanks for getting back to us and for providing more details.

Since you’ve already tried the steps provided by my colleagues and still having the same issue, I’d recommend contacting the support team. They have extra tools that can help you investigate the issue and help you find the solutions. Here’s how you can reach them:

Click Help at the top.
Select Contact us.
Provide a brief information about your concern.
Click Let’s talk.
Select Get a callback.

Visit us again if you have other questions about QuickBooks.

Topics

Training

Community

Resources

Can someone advise why I do not get the option to "Submit With a spreadsheet" in order to submit my VAT return ? Many thanks for any help