Interface with HMRC
Complete these steps to obtain data from HMRC and submit data to HMRC.
To interface with HMRC:
- On the HMRC Interface tab, the Include all companies with the same Tax Registration Number check box displays if you are using multiple companies. To submit a group VAT registration, select this check box to include other companies that use the same tax registration number for the selected start and end dates. You need to run Tax File Generation for each of these companies before submitting the group VAT registration.
- Enter the period for the tax information you want to see from HMRC in the Start Date and End Date fields.
- Click Retrieve VAT Obligation to retrieve VAT data for the selected dates from HMRC and display it in the HMRC grid. For periods that have already been submitted to HMRC, the row's Status field value is F for Finalized and the data fields are populated. For periods not yet submitted to HMRC, the Status field value is O for Open. Note that if this is the first time you are submitting to HMRC or if your access token has expired or been revoked, the HMRC Authorization dialog box displays. You must login to the HMRC website with your personal/company credentials and give DPS permission to interact with your data and HMRC. For details, see Obtain HMRC Authorization.
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To retrieve tax file generation data for the period in the row, click
at the left end of the row to select it and then click
Get VAT Data. This button is available only when the selected row's
Status value is
O (Open).
The amount fields update with the generated values. If no data is found, an informational message displays and you most likely need to run Tax File Generation for the specified period.
- You can click Tax Detail Report to generate a UK VAT Detail report for the selected row. This is especially useful if you are using multiple companies and want to see data for all of them on a single report.
- If the values are correct, click Submit VAT Obligation to submit your VAT information to HMRC.