Permissions to Re-do or Delete Prior Vat Returns

Only users with the Admin User Role can delete or redo a VAT (Tax) Return.

Admin users can only redo VAT (Tax) Returns if they:

• Are from a currently open period. This allows for the inclusion of recently added or edited transactions in an existing return. 
• Use the Invoice-based method.

See:

  How does the System Facilitate VAT Management (U.K. & Ireland)? 

Deleting a Saved Return

You can delete saved VAT (Tax) Returns if they are not returned. Deleting removes the Return entirely and permanently.

1. Go to the General > VAT (Tax) Management to open the VAT Return Listing screen.
2. If the VAT (Tax) Return has a status of In Progress rather than Returned, you can click Delete.
    
    
3. In the pop-up, confirm your deletion by clicking OK. This unlinks all transactions associated with that return so they can be included in a new return. 
   
   

Redoing a Returned VAT Return

If the VAT Return is both saved and returned, Journals for VAT are posted to the:

• Sales VAT Control account
• Purchase VAT Control account 
• VAT Control account
  
  

1. Go to the General > VAT (Tax) Management to open the VAT Return Listing screen. 
   
   
   To view the Journals created from a returned VAT Return, go to General > GL Explorer.
   
   
    
2. Click Redo against the relevant VAT (Tax) Return. This will reverse the already posted journals and set the status of the Return to In Progress.
   
    
3. In the pop-up, confirm that you want to redo the Return by clicking OK. 
   
   
    
4. To view the reversed journals, go to General > GL Explorer. In this example, refs 121 and 122 reverse 119 and 120.
   
   

In the VAT Return Listing, the Return with its original linked transactions will be available for editing again. Any valid transactions created since the original Return was submitted will now show in the open return and be available for selection. 

Deleting an already returned HMRC Return

It is not possible to redo or delete a Return that was successfully submitted to the HMRC via the Making Tax Digital (MTD) link, and for which AIQ captured a HMRC Vat Return reference number.
 

However, if the Return was returned in AIQ but not to HMRC (so no reference number was created), it is possible to delete the return - but only in those circumstances. This could happen due to an invalid connection link or failure of the MTD API. In this situation, re-configure the connection to HMRC and re-submit the return.