Making Tax Digital

How do I migrate my certified bank transactions to the expenditure zone ( so that all my outgoings automatically get calculated in my VAT return , the same as sales/income does) ? Thanks in advance for any help.

HelloI wondered if anyone would be able to assist please. I have used Quickbooks for the past 3 years no problem and submitted my VAT returns with them too. I went to submit this month's return and it says it is not connected. I have done all the troubleshooting they suggest, definitely signed up, correct tax number etc. I then contacted HMRC to see if it was an issue at their end. When trying to applying online it said my business didn't exist, despite taking VAT from me for the past 15 years! I spoke with Quickbooks engineers who said they don't see why there is an issue from their end as everything is correct and to contact HMRC. Finally managed to speak to someone in person at HMRC and they confirmed that yes we do exist, we are signed up for MTD and all looks well from their end and they don't see why there are any issues. I logged into HMRC to give permissions to Quickbooks again and then went into my QB account to disconnect and reconnect to HMRC. However it is still not working

Dear Friends,I have created a new client in my QB but am unable to connect HMRC as it shows the message "We can’t connect to HMRC right now". I am trying to solve this issue as per their guidelines, but  I can't see the "Making Tax Digital" button on the Settings>Account and Settings > Advanced. I have attached the screenshot of my options on the "Advanced" tab. Would you please suggest to me how can I solve this problem? 

Hi,I was registered for VAT from 01 May 2022. I commenced my business on the 23 March 2022 and thus incurred purchases which I would like to claim the VAT back prior to being registered. I have signed up for MTD and linked QuickBooks to it. My question is, do I submit a VAT return with MTD for the period 01/03/22 - 30/04/22 for my pre VAT registration purchases and then I will submit my next VAT return for the periods 01/05/22 - 31/07/22? I have set my VAT dates to start on 01/03/22 so I know how much I must claim back but obviously I was only registered on 01/05/22. In my taxes section, it is now saying the following:Update your VAT accounting periodsYou have returns that need to match HMRC’s records.  I would really appreciate your assistance. 

Hi there,  So, I transfer a percentage of all income to my business account to a separate pot in that account for tax. This shows up as an expense in quick books. is this okay to leave or should i exclude the transaction? 

I thought i had put my purchases on plus my vat but it does not show for doing a vat return, which is due this week

A VAT return submitted on 5th April 22 for quarter ending 28.2.22 has disappeared off my list of returns in the QB VAT page?  Any ideas why this has happened and how i make it re- appear?  It was there immediately after I submitted? Thanks 

I've used QB Self Employed for a few years now but I still only have basic understanding of it, I don't need many of its features but the ability to send invoices and keep track of payments is invaluable. Every year when I use the Income Tax section to help with my Self Assessment return I expect to see a increase in my business expenses due to the mileage I've been keeping track of but it is never there. Can someone tell me why?  From reading many other posts on this forum it looks like this could either be caused by an error in the system or that this part of QB isn't yet finished and you have to manually add another account with the total saving. Or I could have mis-understood how mileage allowance is calculate and that is just isn't applicable. 

Hi,I have QB Pro 2016, which is updated automatically on a regular basis....It's the Desktop Version.Can I use this version to pay my VAT Returns via HMRC MTD sign up?I am under the £85k threshold, but am now legally obliged to submit my returns online. Cheers,Chris

Our business works both in the south and in the north of ireland! will i need two separate quickbook accounts to do tax/vat/cis/rct or is there way to access this all through one account?

Hi, I have a question regarding conciliation of transactions. Sales from my online store are sent to my bank account after fees have been taken. Is it acceptable to record the incoming payment as "Sales" and leave it at that, or am I legally required to create a journal entry with a breakdown of income and fees? It's obviously much easier to auto consilate as a sale and not account for fees at all. Many thanks! 

Hi - my employer is part of a VAT Group which contains two companies. We're due to go live with MTD on 1st Oct 2019. Because we're a VAT group when we submit a VAT return it's for the two companies combined. From what I've seen in Quickbooks you submit a VAT return for each company, so do HMRC simply add the two together? I'm confused.

I notice that Intuit Quickbooks is still not on the Inland Revenue's list of approved software for Making Tax Digital for partnerships so my choice of accounting software cannot do the Partnership Tax Return.  Is there a workaround, or should I be looking to switch to a package that's on the approved list?    

Hi, I'm trying to sign up for MTD but it has an error ('can't connect to hmrc...') as when trying to sign up it goes to signing up as an agent page. I am the business owner and cannot find the option for this. If clicking on sign up as an individual on HMRC it only shows a guide but no sign up button.

Hi allI am currently operating Quickbooks Premier Edition on Desktop, but as that becomes inactive after Jan 2023, what are the options? Looked at Quickbooks online, but so many services not available on that platform that I require and get with the desktop.Thanks in advanceStephen

Hi, I have completed all transaction for year ending April 21, does this automatically get sent to HMRC in the UK or do I need to do anything else? This is our first year of using QB. Kind regards,Kelly 

Help! Working in Quickbooks Desktop. When I go to file my VAT MTD it is showing my previous retunr as needign to be filed - but it has been filed and paid. If i look at "previous VAT returns it shows all of them correctly, it just seems that this step is showing as not being submitted - but it has. This is them affecting my amount due for the tax return I am trying to send. How can I alter the status of the previous vat return to submitted?

Hi I've been trying to file for the first time with the new system. I've logged in with our new gateway details (we had to re-register) and tried to file. I keep getting the error messages below: "Please check your VAT registration number"  then "Please check the VAT registration number and try login again" I've tried our VAT number with and without the GB, with spaces and without but nothing seems to work.  Has anyone else had this issue and resolved it please? Thanks Louise

Hi  I've been reading the recently released HMRC consultation documents relating to Corporation Tax.  As you would expect, it states that ltd companies will need to submit their CT returns via compatible software when this comes on stream (though this isn't until 2026) . I know that XERO now offer CT filing and so will be ready to respond to this, and so my question is do Quickbooks have plans to also create a CT module that will deliver MTD CT?

Last qtr 2020 gave a refund on vat ,all journals seem to be in place but presume vat codes missing somewhere, which for some reason shows the box 5 refund amount as unassigned ,how can I put this right ?

I have been submitting my VAT returns using the QuickBooks bridging software but have now got all my accounts set up on QuickBooks so I'm ready to submit my first return fully through QuickBooks. On the VAT page it says I need to take action to reconnect to HMRC and authorise QuickBooks as an agent but when I try to do that, every time  I click the button that says Grant Authority it returns this message: An unexpected error occurred. Please ensure that you are making a valid request and try again later. and then boots me back to the start of the process again. I've tried disconnecting and reconnecting as per the advice in the help and support section but it still does it.

Does anyone know when Quick-books will be MTD compatible for Income Tax? 

Hi  Is there a reason that QB is asking us to reconnect with HMRC when we have been doing so since MTD started. Does this mean we have to go through the whole process again 

I was having problems trying to submit my latest VAT return, getting the error message about the body tags not being correct or something like that. I have been filing online for years so I do not know what the issue was with this attempt. Anyway, after a few attempts and getting the same outcome I stupidly selected the option to file a paper return. After hitting this option I then had the realisation that this isn't possible anymore... (I don't know why you have the option to do this). Is there a way to unfile this in QB Desktop 2020 so that I can try to file it correctly again?

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