How to mark a VAT return as filed

This article explains how to mark a VAT return as filed if you've submitted it to HMRC outside of FreeAgent.

1. Navigate to the VAT return

Navigate to the 'Taxes' tab at the top of the screen and select 'VAT' from the drop-down menu.

Screenshot showing the 'Taxes' menu with 'VAT' highlighted

Next, select the VAT return that you would like to mark as filed from the list.


2. Select 'Mark as filed'

Select 'Mark as filed' in the top-right.

Screenshot 2023-09-13 at 08.21.19 copy.png

After a VAT return has been filed, if you add, edit or delete any transactions dated within that period, FreeAgent will add the corrections to your next open VAT return.

Please note that marking a VAT return as filed will also automatically mark any older unfiled VAT returns as filed.

How to mark a VAT return as unfiled

If you have marked a VAT return as filed in FreeAgent, you can mark it as unfiled again if you need to.

Before you do so, we’d recommend you take a copy of both the VAT Return and the Full Report for your records.

To do this, select 'Mark as unfiled' in the top-right.

Screenshot 2023-09-14 at 09.54.05.png

This will also revert any more recent VAT returns which have been marked as filed back to unfiled. For example, if you've marked your June and September VAT returns as filed, then you mark your June VAT return as unfiled again, FreeAgent will also mark your September VAT return as unfiled.

Please note that if you make a mistake on a VAT return, HMRC expects you to reflect the correction on a future return, not by changing the older filed return.

Did you find this article useful?