HMRC - How do I use the available VAT reports and Obligations?

Learn more about the different HMRC VAT reports and how to use the parameters windows

DataDear gives you the option to download (GET) data from HMRC for your connected companies into your Excel worksheet. There are a few steps required to download the data.

  1. Open Excel, click on the DataDear tab and login using your email and password.

  2. Choose the HMRC organisation from the first drop-down. You may first need to add your company connection with HMRC - learn how to link to HMRC.
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Obligations report

This report is useful to check for any open or filed VAT periods for the selected company.

  1. From the Reports drop-down and choose the Obligations report to open the parameters window.
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  2. The VRN number will be automatically loaded based on the selected company.

  3. Choose the From Date and the To Date to check for any filed/open submissions for the selected period and choose Current Sheet to generate the report.

  4. The list of Obligations for the selected period will be returned from HMRC - F meaning filed and O meaning Open
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VAT Liabilities report, VAT Payments and VAT Returns report

This report is useful to check the liabilities for the selected company.

  1. From the Reports drop-down choose the report to open the parameters window.
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  2. The VRN number will be automatically loaded based on the selected company.

  3. Choose the From Date and the To Date to check the required information for the selected period and choose Current Sheet to generate the report.

  4. You may use these reports to check for previously submitted returns and to check any liabilities and payments. Only data generated online will be visible through these reports.

:information_source: Note - Learn how you can use DataDear’s FREE tool to submit your UK VAT Return to HMRC as part of the Making Tax Digital (MTD) obligations by following a free training course by clicking here