How do I get quickbooks to include a transaction dated prior to the current vat period so it is shown on all the vat reports

Hello ch14,

To include this transaction, you can either:

1. Create a blank return for a period that includes the date of your transaction. You can do this by going to Taxes > Edit VAT > Edit settings > change the start month to the month the transaction is included within. Click prepare return next to this open period, change the end date of the period to the day before you actual VAT period begins and select the drop down arrow next to Submit to HMRC > Mark as filed. Once this is marked as filed, go back into the transaction and apply a VAT code against it - this will create an exception in your open return to include the VAT amount of this transaction.

2. Create an adjustment on the open return to include the VAT amount of this transaction by going to Prepare return and select adjust next to the appropriate Box.

Let us know if you have any further questions.

Thanks,

Talia