How do I get quickbooks to include a transaction dated prior to the current vat period so it is shown on all the vat reports

Hi ch14

Have you already accounted for VAT on the transaction/s you want to include?

Hello ch14,

To include this transaction, you can either:

1. Create a blank return for a period that includes the date of your transaction. You can do this by going to Taxes > Edit VAT > Edit settings > change the start month to the month the transaction is included within. Click prepare return next to this open period, change the end date of the period to the day before you actual VAT period begins and select the drop down arrow next to Submit to HMRC > Mark as filed. Once this is marked as filed, go back into the transaction and apply a VAT code against it - this will create an exception in your open return to include the VAT amount of this transaction.

2. Create an adjustment on the open return to include the VAT amount of this transaction by going to Prepare return and select adjust next to the appropriate Box.

Let us know if you have any further questions.

Thanks,

Talia

Hello ch14,

In that case, if you want to create a blank return, follow the same instructions as above, but change the VAT code to anything else (0% for example), save, then go back into the transaction and reapply the correct VAT code.

Thanks,

Talia

Going forward, it picks up any transaction from a previous period automatically and includes these as exceptions. This is only the case for any transactions dated before you first return recorded in QuickBooks.

Thanks,

Talia

What VAT code are you using on the transaction?

Can you go into the transaction, change the VAT code to something else, save, and then change it back?

Let us know if it then shows on your exception report.

Thanks,

Talia