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susanna-vimerson
Level 1

Hi I need to Record VAT refund but when I went into Taxes I cannot see the period the VAT refund relates to Can you please help me?

 
1 Comment 1
AileneA
QuickBooks Team

Hi I need to Record VAT refund but when I went into Taxes I cannot see the period the VAT refund relates to Can you please help me?

Hi there, susanna-vimerson. 

 

Let's get your VAT refund recorded in QuickBooks. You have the option to record the refund manually in QuickBooks Online. However, this will not show as available credit in the next period.

 

To record the refund:

 

  1. Go to Taxes, then select VAT.
  2. Select the All returns ▼ drop-down menu, then choose the specific VAT period you need.
  3. Tap the View summary ▼ drop-down menu, then select Record Refund.
  4. Press the bank account the refund has gone into.
  5. Make sure you've selected Refund under Payment Type.
  6. Enter the refund date and amount in the appropriate fields.
  7. Add a memo if needed.
  8. Click Save.

Once done, you can mark the VAT as filed. You might want to check these articles to learn more about filing and unfiling VAT in QuickBooks: 

 

 

If you were still unable to view the period of the VAT refund, let's access your account in incognito mode. You can use any of these keyboard shortcuts to launch a private window on different browsers: 

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Once signed in, go back to your taxes page. If it rectifies the problem, clear the browser's cache. Clearing the history or log of sites resolves most issues with the web pages. 

 

For tax-related concerns, check out our Help Articles for your reference. It provides you links to help you with your future task in QuickBooks Online. 

 

Feel free to post here anytime you have concerns about recording your VAT refund in QuickBooks. I will be happy to assist you. Have a good one. Stay safe!