xero adjust flat rate vat return

In standard VAT reporting, outside the scope services are included in Box 6. How the flat rate MTD VAT return works Run your flat rate MTD VAT return Required fields are marked *. Griffin is the trading name of Griffin Audit Limited. I hope that helps. This is usually received around three weeks after the end of the month you received the goods in the UK. Xero will then populate your VAT Return automatically. Is that interpretation wrong? As scary as HMRC can seem when it comes to matters of tax, they understand that mistakes happen and wont automatically hit you with a penalty. https://www.accountingweb.co.uk/tax/hmrc-policy/domestic-reverse-charge- DRC transactions are not included in the flat rate calculation, so its not a case, like zero ring, where you end up paying over VAT for something that isn't VATable. ****** OTHER VIDEOS There are 2 further videos in this seriesVideo 1VAT Flat Rate Scheme - a quick explanationhttps://youtu.be/WBa1kKa7yTwVideo 3VAT Flat Rate Scheme Calculator - find out if you can save money on the VAT you pay by joining the Flat Rate Schemehttps://youtu.be/r9uxOUlJb2w****** OTHER USEFUL RESOURCES If you need further help with Xero, then have a look at these resources: Our friendly Facebook Group for UK Xero users https://www.facebook.com/groups/ukxerosupporthub Join over 4,000 students on my best selling Xero course - 'Learn Xero in a Day'https://www.udemy.com/course/xero-in-a-day/?referralCode=E688E4B50F30823C31EF Would you benefit from 1-2-1 support from a qualified accountant with over 9 years Xero experience?I'm available for 1 hour online coaching by Zoom - book your place using the link below.https://app.acuityscheduling.com/schedule.php?owner=14206562 Placing someone in charge of dealing with VAT day-to-day will help to avoid any confusion around tax and ensure records are consistent. Required fields are marked *. Run your flat rate MTD VAT return Before you start Check that your VAT scheme and VAT number are correct in your financial settings. To improve your own, take a look at our beginners guide to bookkeeping . Reporting - it just keeps getting better! Its important to double-check that the figures entered into box 6 and box 1 are correct in relation to the accounting scheme youre using. This walkthrough guides you EVERY discussion i have had with hmrc flat rate or vat helpline has always told me without exception that you are fine to use any prior date you want as long as (1) the date is in a vat return period that has not been submitted (2) the relevant vat return is not overdue. Will I still be able to use Xero for MTD when I buy from EU? Check the Include VAT Late Claims box to include late claims on the return, provided you have published your previous periods return. The first VAT Return that will offer PVA will be due around 7 March 2021, for any period ending 31 January 2021. While these invoices are valid, where claims are concerned they only account for the agents charges and not the import VAT. More information on working out the VAT due on sales can be found here VAT Notice 700/12, section 4.1 but as this change is potentially less favourable businesses would be wise to review whether the flat rate scheme is still the best option. If youre confused, youre not alone. Thank you! I'll be happy to help. Top Tip: You have to register for VAT when you reach the VAT threshold. Your email address will not be published. The issuer of your Tide card will be identified on your monthly card statement. Without getting into the full details, essentially the VAT paid on any import does not equate to exactly 20%, and each import will be a slightly different percentage (based on; exchange rate differences, assumed transportation cost and associated VAT, and customs own "VAT Adjustments" (whatever they are)). 7. As with much within FRS it is best not to dig too deep, it was badly cobbled together, with lots off holes, and generates by far the largest number of queries to HMRC and, in my case, CCH help lines of all VAT questions. Don't invite HMRC letters. Type in your feedback or product suggestions. Other items have a reduced-rate (5%) or a zero rate of VAT but are still considered taxable and therefore must be included in your VAT returns. PPS is a trading name of Prepay Technologies Ltd which is an electronic money institution authorised by the FCA under the Electronic Money Regulations 2011 under firm reference number 900010 for the issuing of electronic money. This article was updated on Monday, 4th October 2021. Tide is authorised by the Financial Conduct Authority (FCA) under the Electronic Money Regulations 2011 under firm reference number 900843 for the issuing of electronic money and the provision of payment initiation services and account information services under the Payment Services Regulations 2017. It will be released well before you need to deal with your first VAT Return in the new year. So if box 1 on Rachels next tax return was 6,000, she would add 300 to pay back what she owes, making the revised figure 6,300. Get our best stories straight to your Inbox, To manage this change, HMRC has established a new process called. You can't rejoin the scheme for 12 months if you leave, https://www.gov.uk/vat-flat-rate-scheme/join-or-leave-the-scheme, Interesting use of words here by hmrc in the linked manual, "You should normally refuse an earlier date where the business has already calculated its VAT liability for the period(s) using the FRS accounting method. The rate you pay depends on your business activity and is a rate you agree with HMRC. Obviously with regard to leaving on dates that don't qualify on both points 1 and 2 above hmrc may be ameniable to help but will probably default to saying no unless you are adept at arm twisting with regard to the vat office. You must ensure the settings are correctly set up in Xero, so it knows that youre using the flat rate scheme. The VAT Flat Rate Scheme. Save my name and email in this browser for the next time I post a comment. By subscribing you agree to receive marketing communications from Tide. The figure he needs to put on the VAT return is amount of his sales including VAT (which are 0% rated on the DRC invoices). On the Flat Rate Vat scheme, your day-to-day processing remains unchanged and VAT calculates at the standard, lower, exempt, zero rated and No VAT rates as normal. The new rate should be used instead of the 5% reduced rate that is in effect until 30 September 2021. You can find a full list of MTDfV software on the GOV.UK website. Take care always, @klous1. Thanks to the author for sharing such a great post. If there are significant DRC sales then this can be very costly. Just had a client investigated. It will be released well before you need to deal with your first VAT Return in the new year. By using xero.com, you accept our cookie notice terms. Thanks, Joanne. Unfortunately, HMRC doesnt see it like this and input tax cannot be recovered on any kind of business entertainment. You can find a full list of UK VAT rates on different goods and services on the GOV.UK website. As outside the scope they have, by definition, not been "accounted for" They mean accounted for as a VAT entry. To learn more about the VAT threshold in the UK, read our guide to the VAT threshold and when should you register for VAT , If Annual accounting scheme:-Improves cash flow as you pay VAT less frequently (in monthly or quarterly instalments), If Annual accounting scheme:-Can only reclaim input tax once a year, which is damaging if you rely on cash from reclaiming VAT throughout the year. How to do a VAT Return in Xero XU Academy 6.4K subscribers Subscribe 514 Share 34K views 4 years ago VAT in Xero In this video I show you how to do a VAT return in Xero. Label trading records by document (e.g. Contact our Support team now on phone01277 284499. You should review this fella's VAT liability immediately. So, if your business takes a deposit or down payment from customers for goods or services, VAT is due when that initial payment is received, unless you have already issued an invoice. ClearBank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 754568. A common VAT return mistake is when fuel purchased for personal use is claimed alongside fuel purchased for business travel, which often happens when a vehicle has dual business and personal use. Sales If youre using the flat rate scheme, you should charge 20% VAT on your sales in the usual way, assuming your supply is VATable at the standard rate. Financial Planning Limited. He works in the construction industry and is Gross Status. Click Update to generate the VAT report The changes associated with Brexit can be overwhelming, but were here to make them as easy as possible for you. See below, or check out Xero Central for more information on creating VAT rates. With this scheme you pay HMRC a fixed rate of VAT, based on your sales, and do not claim back VAT on your individual purchases. By using xero.com, you accept our cookie notice terms. Top Tip: Making Tax Digital is designed to reduce the risk of human error in VAT and tax returns. You have clicked a link to a site outside of the QuickBooks or ProFile Communities. They are on hand to answer any questions you may have about opening a Tide account or any of our products, 9am - 6pm daily. Both the flat rate scheme and Making Tax Digital are recent changes that have transformed VAT treatment for small businesses. By using xero.com, you accept our cookie notice terms. Confirm the VAT No. All rights reserved. If your business has recovered input tax on invoices received from suppliers, but the payment to the supplier remains outstanding after six months, youre required to repay that input tax to HMRC. 5. 2023 Xero Limited. - if this client is permanently on the 16.5% rate they are almost certainly better of swapping to normal vat unless their expenses are almost non existent or they hate the other way of working out vat. Its a faster and more efficient way to complete your VAT Returns, and means you wont have to pay your VAT upfront and recover it at a later date, which will help you manage your cash flow. So I should post invoices received from EC Suppliers with VAT Code Zero Rated Expenses as I would for invoices from non-EC Suppliers? To do this go to Settings>General Settings>Financial Settings. "As outside the scope they have, by definition, not been "accounted for" They mean accounted for as a VAT entry.". We are using QB Desktop as per the tag. Use our flat rate Making Tax Digital (MTD) VAT return if you're on a VAT flat rate scheme. Have you looked here for a Plain English guide? Scan down the list to make sure the sales and purchase in the return all look as youre expecting, with the correct rates of VAT assigned. Find out why 3.5 million subscribers locally and across the world trust Xero with their numbers. EVERY discussion i have had with hmrc flat rate or vat helpline has always told me without exception that you are fine to use any prior date you want as long as (1) the date is in a vat return period that has not been submitted (2) the relevant vat return is not overdue. When making an adjustment, HMRC also asks that you: If your error does not meet the adjustment conditions, you need to report it to HMRC by completing form VAT652 and sending it to the VAT Error Correction Team. Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. By knowing where mistakes often take place you can easily avoid making them yourself. 6.3 says to exclude OTS transactions from the FRS turnover and 4.1 tells you what to include in FRS box 6, on top of FRS turnover. It is a tax imposed by the government that is collected by VAT registered businesses at every stage in the production line. I will enusure in future i will always make my application to leave flat rate before i have done the final checks on said vat return :) Your email address will not be published. The article was very well written and providing xero ready for uk vat change. VAT is constantly evolving. You can correct errors on any VAT return that relates to an accounting period that ended within the last four years if they: Making an adjustment is a straightforward process that you can do in one of two ways: For example, lets say a small business owner called Rachel is VAT registered under the standard VAT scheme and submits VAT returns every quarter. Personal expenses are exempt too, although you may be able to claim a proportion of the VAT back on an item that has dual business and personal use. To manage this change, HMRC has established a new process called Postponed VAT Accounting (PVA). Getting started with client engagement letters, A fool-proof marketing strategy for accountants, How digitalisation will help grow your practice, Filing options for small companies up for change. ". Are below the net error reporting threshold of 10,000. Find out why 3.5 million subscribers locally and across the world trust Xero with their numbers. However, I couldn't find the suggestions tracker for QB Desktop, can you send me a link please? You must have JavaScript enabled to use this form. Understanding the 9 most common VAT return mistakes that small businesses make, as well as how to avoid them, will put you in a much better position to avoid making them yourself. Introduction How the Flat Rate Scheme for VAT works in Xero XU Academy 6.25K subscribers Subscribe 80 Share 3.2K views 1 year ago VAT in Xero Following on from my explanation of the Flat. describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such. Blog / Small business tips / How to avoid and rectify common VAT mistakes. All rights reserved. Firm The most obvious choice being an accountant. Are you aware of this fact - ie the 16.5% is clauclated on gross vat inclusive sales not net sales. The difference (usually a saving), will need to be journalled to the appropriate account by someone with the Adviser user role. The risk of listing net figures as gross, reclaiming VAT too early on imports, reclaiming VAT without purchase invoices and recovering VAT too early from creditors can all be reduced with good bookkeeping and accurate records. All Rights Reserved. I can see how having this additional option and functionality would be helpful for you and your business. 400 if you submit a paper VAT return, unless HMRC has told you youre exempt from submitting your return online. The This will help HMRC calculate your Monthly Postponed Import VAT Statement (MPIVS), which will be available in your HMRC portal. Theres a few changes to your VAT rates required so please take care to check with your accountant to ensure you know the rules, such as the VAT reporting requirements you need to be mindful of if you switch mid-quarter etc., and then switch on the FRS from the Financial Settings page in Xero. Hello,As you may have seen Xero have created a function to apply a PVA VAT adjustment:https://central.xero.com/s/article/Adjust-the-amounts-on-a-VAT-return#ApplyaPVAadjustmentPVA is quite a complex topic. No outside of scope supplies in Box 6. You are hopefully also aware it's always normal vat being billed the flat rate only evr comes into things on return calcs - not how you bill. 2023 Xero Limited. You charge your customers at the appropriate rate (e.g. Reporting - it just keeps getting better! You should also include the value, excluding VAT, of any supplies accounted for outside the flat rate scheme, such as the sale of any capital goods on which you have reclaimed input VAT, and reverse charge transactions. If you're using cash or standard VAT accounting, box 6 will be your income net of VAT, so 25,000. If youre using the cash accounting scheme or the standard accounting scheme, box 6 should include your income net of VAT. Any sales which are not DRC can still fall under the flat rate but then it gets confusing, especially when flat rate was designed to be a simplification and so this is why many builders simply came off flat rate scheme. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business Store all copies of purchase invoice and VAT receipts including export documents and credit notes. To contact us, simply click the Help icon at the upper right hand corner of the screen while youre logged into Xero. Instead, the VAT due on imports should be added to box 1 of the VAT Return after the flat rate calculation has been completed. What you would need to do is enter the transaction with the correct date, ie the date that falls within the previous filing period, and QBO will account for any VAT due on your current return as an exception. registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Box 1 would then show 5,000. From 1 October 2021, a new reduced rate of 12.5% will apply. 4. HMRC are expecting Box 1 to be X% of Box 6. You cam leave the FRS whenever you want. From 1 January 2021, controls will be placed on the movement of goods between the UK and the EU. If youre using the flat rate VAT scheme, the amount entered into box 6 should be the gross income youve applied the flat VAT percentage to. Find out what else you may be entitled to in our guide to reimbursable expenses and how you can claim them . For example, if a VAT-registered business sells a widget for 1, they will charge the customer 1.20 (assuming the 20% rate applies). Thank you so much for sharing your feedback with us. Any such supplies youve had and made should be accounted for under the reverse charge provisions.https://www.gov.uk/guidance/the-vat-domestic-reverse-charge-procedure-no khalm0 we might record 25 VAT on a 110EUR (90) bill.Therefore, we need to make these VAT adjustments as our VAT return MUST agree with the PVA statement (so I'm told).Do Quickbooks plan to create similar functionality as Xero to allow easy posting of PVA VAT adjustments?Thanks! Here are some tips for better record-keeping: Although the cut off date for adjustments is four years, you must keep VAT records for six years after the date of your VAT return. Your email address will not be published. Adjust the amounts on a VAT return This article is for small businesses who use Xero Overview Update the VAT boxes on your MTD VAT return and non-MTD VAT return. It's a too often used principle but, in this case, "life's too short" works for me. how much VAT you charge to customers). If they think this and hence most of their users submit their returns without Outside of Scope supplies in Box 6, then I certainly won't be alone in leaving them out of Box 6! Thanks in anticipation of a clear answer! If youre using cash or standard VAT accounting, box 6 will be your income net of VAT, so 25,000. Here you pay VAT on your sales whether or not your customers have paid. Save my name and email in this browser for the next time I post a comment. Well continue to keep you updated on the latest changes to Xero, so you can focus on your business. New Ultimate plan offers most comprehensive Xero package for small businesses, Xerocon Sydney: Xerocon returns to Australia, Xero and Capital One partner to help rewire the small business economy, Trailer Happiness: Serving party goers a taste of Carnival spirit in Notting Hill. 6. Website by Simon Pighills. An exchange in the Xero forum revived the old "do you /don't you include" in box 6 of a flat rate scheme return(FRS) for non EC outside the scope supplies. The new flat rates for types of businesses can be found on the HMRC website. You have up to four years to put things right. Keep details of the error (e.g. We use cookies to make your experience better. Ive sent a request through to the team that looks after Xero Central and asked them to update it. Check the status of your filed VAT return with HMRC. Some purchases, such as the selling, leasing and letting of commercial land and buildings and subscriptions to membership organisations, are VAT exempt and therefore cannot be added to a VAT return. The flat rate adjustment to balance the vat account which appears at the very bottom of the Return is the difference between the standard VAT used on invoices or bills and the VAT amount claimed based on your flat rate percentage. Do I need to charge VAT to client for Freelancer? https://www.gov.uk/guidance/vat-reduced-rate-for-hospitality-holiday-accommodation-and-attractions#accounting-for-supplies-that-straddle-the-temporary-reduced-rate. You can then file your return as you would normally. Photo by Kate Oseen, published on Unsplash. However, this isnt always the case. Top Tip: Good bookkeeping helps you keep tabs on your day-to-day financial data, monitor your cash flow and evaluate your success. Well continue to keep you updated on the latest changes to Xero, so you can focus on your business. Hi Jo thank you so much for getting in touch. You can only reclaim import VAT on receipt of an official import VAT certificate (C79) from HMRC. Expert guide to CIS and new reverse charge rules, Getting started with client engagement letters, A fool-proof marketing strategy for accountants. Posting the PVA amounts to the VAT return using our new feature will update Box 1 and Box 4 on the VAT return. Instead, the VAT due on imports should be added to box 1 of the VAT Return after the flat rate calculation has been completed. By keeping your finances in order and all VAT related paperwork organised, mistakes can easily be rectified on future returns. Therefore, its important that you get all paperwork in order and chase up any missing or late invoices before submitting your tax return. The third and final episode in my HM Revenue & Customs blogging trilogy this week concerns a new capability were opening up today. Before that, businesses can choose to voluntarily register, though there are pros and cons to that decision. 2023 Xero Limited. If youve misplaced a VAT invoice and cant obtain a copy of it, HMRC may accept alternative evidence such as a bank statement showing that the payment was made to a supplier. On my calcs if we take 5k net value of work done - gross value 6k the flat rate vat payable is 990 of the 1000 being billed - so leakage is only a tenner so i don;t see what the issue is here !! Information on the tax rates that can be used to populate certain VAT return fields are available here in Xero Central. Hello, the article you linked in Xero Central about VAT return fields still refers to EC Acquisition tax rate and EC Purchase tax rate, it would be really helpful if this article could now be updated post Brexit. PS: Clear Books follows the above (but then they asked me!). for more information about creating and accessing your cases. However, It appears that may not be the correct thing to do. Further, there are several goods and services that are either VAT exempt (or qualify for partial exemption), out of the scope of VAT entirely, or charged at a reduced-rate or zero-rate. He works in the construction industry and is Gross Status. Your box 6 figure will be 30,000 and your box 1 figure for 'VAT due on sales and other outputs' will be 4,350 (14.5% x 30,000). For example, lets say youre using the flat rate scheme with a flat rate percentage of 14.5% and a quarterly VAT inclusive income of 30,000. Click the VAT Audit Report tab to see all the transactions making up totals on the VAT Return. However, reaping the rewards whilst staying VAT compliant relies on you completing accurate VAT returns a task that isnt always straightforward. As we are not across any specifics about your business or how you normally do things we must be mindful not to provide accounting advise we recommend that you speak with your Xero Certified Adviser for specific advise regarding your situation. As a side issue how does other software handle outside the scope of UK VAT income for box 6? Don't create work for yourself needlessly. We use cookies to make your experience better. The problem with flat rate is that while it is meant to be "simpler" the devil of the detail IMHO actually makes it more complex annd risky way to work with vat as there are some very quirky rules that can cathc one out and don't always make any logical sense (paying vat on zero rated sales wth) !! Youll need to make sure you include your EORI and VAT registration number on your customs declaration. https://www.gov.uk/guidance/the-vat-domestic-reverse-charge-procedure-no Interco transaction on asset under construction, Filing options for small companies up for change. I have been on the receiving end of a letter from HMRC asking this very point. Flat rate and old non-MTD VAT Returns will not have PVA functionality. This will help HMRC calculate your Monthly Postponed Import VAT Statement (MPIVS), which will be available in your HMRC portal. Filling in the return if you use a VAT Accounting Scheme 5. Business Tax Account 6.. Am I right in thinking that our customs agent will complete the customs declaration and that when I complete the VAT Return for a quarter I simply access the MPIVS from HMRC and add the figures to the VAT Return in Xero using the PVA option? To join the flat rate scheme your turnover must be 150,000 or less (excluding VAT), and you must apply to HMRC. Errors that exceed the threshold must be reported and cannot be adjusted on a future VAT return. Where VAT becomes more complicated is when it comes time to file your VAT return. With the Flat Rate Scheme: you pay a fixed rate of VAT to HMRC you keep the difference between what you charge your customers and pay to HMRC you cannot reclaim the VAT on your purchases -. Yes, theres a slightly different way to handle PVA amounts on VAT returns in Xero if youre on a flat rate scheme please contact our friendly support team who will be able to give you a hand by providing you with specific details. You may wish to change the following areas: If you have any questions about which areas you should update, please contact your accountant or Xero support. Thanks Paul - that answer suits me. Thanks! Similarly, HMRC doesnt allow VAT to be recovered on the purchase of a car unless you can prove that it will be used exclusively for business reasons. Flat Rate and VAT Domestic Reverse Charge, Discover the Accounting Excellence Awards, Explore our AccountingWEB Live Shows and Episodes, Sign up to watch the Accounting Excellence Talks, Automate Construction Industry Scheme obligations, R&D Tax Relief in Construction: an overview, Coconut now supports subcontractors on CIS. With Postponed VAT Accounting wed generally think the initial overseas purchases be treated as zero rated because VAT is not assessed on the initial purchase, its assessed when it comes through HMRC/Customs agent in UK. how it happened, the date it was discovered and the amount of VAT involved), Include the value of the error in your VAT account. Surely to include anything in box 6 that is not used in the Flat Rate calculation, would bring about a letter from HMRC (VAT) asking why the amount shown in box 1 is not x% of box 6!! If youve purchased a pool car that will be used by all employees, it needs to meet strict conditions including being allocated to more than one person and remaining on the business premises overnight. 20%) but you simply pay over a reduced percentage (say 14.5%) to HMRC. QUOTE: "My initial interpretation is that Outside of Scope supplies would count as "supplies accounted for outside the Flat Rate Scheme". Discover the Accounting Excellence Awards, Explore our AccountingWEB Live Shows and Episodes, Sign up to watch the Accounting Excellence Talks. Must admit as 50 something my brain has been somewhat bashed by all these changes recently - so apologies if i am wrong and you are right Viciuno. Tide Cards may be issued by both Tide and PPS, who are licensed by Mastercard International for the issuance of cards. Top Tip: Before you continue, its important that you understand the fundamentals of VAT, which you can learn about in our guide to everything you need to know about VAT . Keep copies of all VAT invoices and self-billing agreements (invoices prepared by the customer on your behalf). To save you time on applying the reduced 12.5% VAT rate for every transaction, Xero enables you to set up default rates. In addition to the purchase of a car, mistakes are commonly made on lease cars, where 100% of VAT is recovered as input tax. Box 6 is the problem for me. PVA is quite a complex topic. trading I am on a flat rate scheme. I show you how to set up your Xero Account for the Flat Rate Scheme, how to record your transactions and how to check what then appears on your VAT return. If you cant or dont want to use PVA, therell be no change to the way you deal with VAT on imports for your business. To enter the original bill or expense for the goods from the overseas supplier to be imported, so that it updates Box 7 on the VAT return with no vat calculated, you could use the zero rated tax rate. 10.8.1 Flat Rate Scheme Financial Education & Wellbeing Programme, Xero User News - End of HMRCs MTD soft landing period. Apply a Postponed VAT Accounting (PVA) adjustment. Can you elaborate on your question somewhat - being frank your post suggests you may not fully understand how the flat rate process works.- apologies if you do and its simply my lack of ability to understand your point here. Well explain the various VAT schemes in more detail in a later section. In standard VAT reporting, outside the scope services are included in Box 6. As an aside, don't see how the FRS % can be "too high". (PVA). We should all now know that Outside of Scope applies are not included in FRS turnover.

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xero adjust flat rate vat return