An introduction to the VAT summary
This article explains how to access a summary of your clients’ VAT submissions.
The VAT summary provides you with a clear view of clients’ VAT submissions and what stage each submission is at in the filing process.
Please note:
- The VAT summary will only include clients who have been switched to MTD for VAT filing in FreeAgent and have a VAT return(s) that is upcoming, due or overdue.
- Practice users with an Admin or Comprehensive role will be able to see all clients. Practice users with a Standard or Limited role will only be able to see clients assigned to them or who are part of the same account manager group.
Access the VAT summary
To view the VAT summary, go to the ‘Taxes’ tab and select 'VAT’ from the drop-down menu.
You can view the client name, account manager, VAT period, submission due date, accounting basis, scheme of the return, client approval status and the status of the submission for each client.
The ‘Submission due’ column will default to displaying the oldest submissions to the newest, but you can change this to show newest submissions first by clicking the arrow to the right of the column heading.
The VAT summary is split into three tabs; to be filed, approval required and filed.
To be filed
Within the ‘To be filed’ tab, you’ll see submissions that are upcoming, due and overdue.
If a submission has not been successful, it'll be shown here with a status of ‘Rejected’. If a submission takes longer to process, it'll be shown here with a status of ‘Pending’.
Approval required
Within the ‘Approval required’ tab, you’ll see submissions that require the client to approve them before they can be sent to HMRC.
Read how to manage your practice's default VAT settings and override these default settings for individual clients.
Filed
Within the ‘Filed’ tab, you’ll see the submissions that have been filed or marked as filed.
Searching the VAT summary
Within all tabs, you can use the search bar function on the page to search by either client (business) name or user name.
Access a client’s submission page
If you want to access a client’s submission page directly, select the ‘Switch to’ button next to the relevant client’s submission.