How to upload your VAT return figures and submit them with MTD
Before you can submit your VAT figures, you will need to prepare an excel sheet with your VAT totals for each box. Attached in this guide is an excel file (see bottom of page or [Click Here]) which can be used as a starting point.
The figures that go into this excel file, must come from your accounting software (like Partner or Evolution), or other spreadsheets containing the break down of the totals.
D2) The VAT Period End Date needs to be set to the date the VAT quarter ends, please include the Day, the month and the year.
D13 and D17) These are formulas, so you should never need to edit these fields.
D9, D11, D15, D19, D21, D23 and D25) These totals need to be made up of your VAT-able transactions and should have a digital link going back to the source transactions.
All required fields are yellow, when they are filled in they will go white.
If you are using Accounting software, you should run your VAT report to an excel file, then load this into Sheet2 of the template.
Here I have loaded a simple VAT report into Sheet 2:
Once my report has been loaded into Sheet2, if you go back to Sheet1 and press the Select buttons, you then choose what you want to use for your Box totals.
SO here I press Select Box 1, then go into Sheet2 and select the cell that is my Box 1 total figure:
If you follow this process for the rest of the boxes as well and fill in the date in D2:
I then save this file as a new file (don't overwrite the original template as you can use this every quarter as a starting point) and it is then ready for upload.
Alternatively, you can use your own Excel file, as long as it contains the totals ready for Boxes 1 to 9 of the VAT return and the date the quarter ends.
Fill in the details to log in.
When you log in, you need to edit the date range and press Get Obligations to find your open VAT quarter. Click on Submit Return next to the relevant VAT quarter.
Click on Load from Excel
Now you need to upload your Excel file.
Click on Choose file and then browse and find your Excel file.
Put the number 1 in the VAT Return Sheet No box (if it is still in Sheet1).
Click on Save uploaded file
Then enter the cell references from excel that relate to the period and box totals.
From my example, the Period Month and Period Year can both be found in D2 as I entered my date with Day, Month and Year in it.
My box totals are in different fields in Column D, so I map it as.
Box 1 = D9
Box 2 = D11
Box 3 = D13
Box 4 = D15
Box 5 = D17
Box 6 = D19
Box 7 = D21
Box 8 = D23
Box 9 = D25
Click on Save Mapping to save your changes.
It should then load the totals from the excel file below, you can check they are correct and click on Confirm when ready.
You will be brought to a screen with your figures in a VAT return form.
Here you can print it and submit when ready.
Once submitted you will get the option of printing the response from HMRC, make sure you do this so you have a copy for your records.