Submitting Your VAT Return from the Optimise program

For background information about Making Tax Digital (MTD) see our Simple Guide to Making Tax Digital for VAT.

For information on complying with Making Tax Digital (MTD) see our Optimise Users – Complying with Making Tax Digital for VAT.

Pre-requisites to submitting your VAT Returns through the Optimise program:-

(1) You need to be running Optimise program version 4.9.41 or higher.

(2) You need to have submitted your last VAT Return in the usual way for the following VAT periods:-

• January to March 2019.
• February to April 2019.
• March to May 2019.

(3) Your “current” month in Optimise should be the last financial period in your next VAT quarter. I.e.

• If your VAT Quarter runs April to June then you should be in your June period.
• If your VAT Quarter runs May to July then you should be in your July period.
• If your VAT Quarter runs June to August then you should be in your August period

(4) You need to have registered with HMRC to submit you VAT Returns through software and you need to have received the confirmation email from HMRC that you can now do so. For information on registering for Making Tax Digital (MTD) see our Registering for Making Tax Digital.

(5) You should have already checked the Nominal VAT Report and the Snapshot 38 (VAT Form) figures match and that there are no erroneous entries in the report.

Submitting your VAT Return

For a comprehensive guide on submitting your VAT Return, see our Walk-Through Submitting Your VAT  Return from the Optimise program.