Web Portal Submission

VAT Return Manager

The Filing Process

VAT Return Manager

Overview

VAT Return Manager pulls the VAT Return details out of your TASBooks/FirstBooks program ready to be submitted to HMRC, as part of the new Making Tax Digital (MTD) arrangements from April 2019. It meets the HMRC requirements as the 9 box VAT totals are calculated (by TASBooks/FirstBooks) and pulled directly rather than being typed. 

The form is split into 3 segments. 

On the left hand side, there are 2 form elements. At the top is a list of VAT Returns pulled from TASBooks/FirstBooks that, according to TAS, are unfiled. At the bottom are a list of VAT Returns that have been filed. If you see old records in the unfiled list, then you haven’t marked them as filed in TAS.

On the right hand side, you see a visual graphic of the VAT Return details, showing your company name, VAT Registration number, the dates being reported on and the values of the 9 boxes.

To view a return, click the Ref cell to see the details. Depending on if the return has been filed or not, you’ll see a ‘File Your Return’ option under the visual graphic.

File Your Return

When you have created your Return in TASBooks/FirstBooks, then begin the filing process by clicking ‘File Your Return’. Clicking this button tells Tax Manager to pull the details of the selected Return into a file, ready to be uploaded to and filed by the Tax Manager Online Portal. The file is saved to your TASBooks data folder. See below for step by step instructions.

The Filing Process

The filing process can be summarised as follows:

  1. Create a new VAT Return in TASBooks/FirstBooks (as you would have pre-Making Tax Digital)
  2. Open Tax Manager (irregardless of whether you have the MultiTAS Tax Manager add-on or the standalone Tax Manager program)
  3. Choose the Return to be filed from the list of UnFiled Returns in the top left corner of the screen
  4. Click ‘File This Return’ – a file containing your Return details will be created in your TAS Data folder
  5. Open the Tax Manager Online Portal at https:\taxmanager.infoplex.co.uk and login
  6. From then HMRC menu click on VAT Returns
  7. Select the return to be filed, then locate and drag the Excel file onto the upload area
  8. Click Send VAT Return and follow the prompts

Last updated: 02/04/2020