Deltek Vantagepoint Help

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Interface with HMRC to Retrieve and Submit UK VAT Data

Complete these steps to retrieve VAT Obligation information from HMRC, get the VAT data in Vantagepoint to send to HMRC, and submit the VAT data to HMRC.

Prerequisites:

To retrieve VAT data and submit VAT data for either a single company or a group of companies in a single submission:

  1. Open Vantagepoint for a single-company VAT submission or open the main company of a group of companies in a single submission.
  2. On the Navigation menu in the desktop application, click Accounting > Tax File Generation.
  3. On the General tab of the Tax File Generation form, set the File Format option to UK VAT Return.
  4. On the HMRC Interface tab:
    • In the Start Date and End Date fields, enter the range of dates for the tax information that you want to retrieve from HMRC for the single company or for the group of companies for a single submission.
    • If you are processing VAT data for a group of companies in a single submission to HMRC, select the Include all companies with the same Tax Registration Number checkbox on the HMRC Interface tab. Selecting this option includes other subsidiary companies that use the same tax registration number for the group submission, for the selected start and end dates.
  5. Click the Retrieve VAT Obligation button.
    The VAT data is retrieved from HMRC and displays in the grid on the HMRC Interface tab.
    • For periods that have already been submitted to HMRC, the row's Status field value is F for Finalized and the data fields in the grid are populated.
    • For periods that are not yet submitted to HMRC, the Status field value is O for Open.
  6. If this is the first time that you are submitting to HMRC, or if your access token has expired or been revoked, the HMRC Authorization dialog box displays and you must log in to the HMRC website with your personal/company credentials and give Vantagepoint permission to interact with your data and HMRC.
    For more information, see Obtain HMRC Authorization.
  7. For the row in the grid with an Open (O) status and the starting and ending date for the tax reporting period that you are submitting to HMRC: Click at the beginning of the row to select the row and then click the Get VAT Data option on the grid toolbar.
    VAT data that was calculated for the tax reporting period when you generated the VAT return file in Vantagepoint prefills in the fields in the rows.
    If no data is found, an informational message displays, and you most likely need to generate a VAT return file in Vantagepoint for the specified date range.
  8. To generate a UK VAT Detail report for the selected row, click the Tax Detail Report option on the grid toolbar.
    This is especially useful if you are using multiple companies and want to see data for all companies on a single report.
    The report shows you the transactions in Vantagepoint that were used to calculate the data in the VAT return file that was generated for the VAT submission to HMRC. For more information, see UK VAT Detail Report.
  9. If the values are correct, click Submit VAT Obligation on the toolbar to submit the VAT information from Vantagepoint in the selected row in the grid to HMRC.