VAT Return including invoices from outside the period requests

[Matt Bradley]

We're creating our first VAT return in Sage. Because we're migrating to sage, we have some invoices in the pervious VAT period in the new Sage account.

We just requested a VAT return calculation for 01/06/2022 - 31/08/2022. However the calculation includes lots of invoices dated May.

Any ideas why, please?

[Ben Smith]

Hi Matt,

This is more of a general support query - and I'd advise you to contact our Accounting support teams directly, but you should see a dialogue like this:



That allows you to determine if you want to have those previous transactions included in the return or not. It's likely in real world scenarios where older invoices/transactions are added after the VAT return has been calculated, reconciled and submitted for the period they should be in. It's perfectly acceptable to include them in the next period's return.

 

Ben