Hints and tips (experiences to date)

We have been using Nav 2017 (our books) for MTD VAT since MTD VAT went live in April 2019.

So we have been through the initial set up process, registration with HMRC from within Nav 2017 and the process our first VAT return in Nav 2017. All our VAT returns have been submitted since successfully.

We have also now helped clients complete their own MTD VAT returns via Nav (2015, 2016, 2017 and 2018, UK and non UK databases) successfully as well. If you want more details re non UK and how this was achieved, email us.

So we thought it would be useful to make some observations on the process and include some useful hints and tips on actions to complete before submitted a VAT return.

We will keep adding to this section as we (or our Nav clients) come across any other issues.

• Get your VAT return periods AFTER you have completed authorisation on Nav.
• • This proves the connection works and gets all the data required for the VAT return period data.
  • If you don't do this, the transmission of the VAT return to HMRC will fail.
  • Do NOT manually add VAT return periods.
• Amend the VAT statement to include the box numbers required for the VAT return.
• Make sure you have an open VAT return period dated after your current VAT return quarter pre transmission.
• • Otherwise it will fail.
• Make sure the VAT Registration number is in the correct format.
• • Numbers only, no gaps.
  • If not, you will get an error when getting the VAT return periods from HMRC.

• The process is quick as long as you have all related areas set up.
• • Specifically the VAT statement. If you already use this, this will not be an issue.
• Don't forget to pay your VAT - this process is just the submission of the VAT return direct to HMRC from Nav.