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UK HMRC Submission

ERPNext Features Item Code: HMRC

Our pay as you submit model makes things extra simple. Currently supporting Making Tax Digital for VAT, but to be expanded to other services in the near future.

You can install and use the module for free read-only, and you only pay for your submissions. Explore the prices under the Select Variant button.


Also available on our cloud platform.

Familiar 9-box VAT Return

The VAT Return report will generate the figures for the 9-boxes on the standard VAT Return

Submit to HMRC from ERPNext

Once authorised through the Government Gateway, the figures can be submitted directly to HMRC from ERPNext

View HMRC VAT records

The same interface will allow you to view your previous VAT Returns, VAT Return obligations, liabilities and payments

EU & Reverse Charge VAT compliance

Support for EU trade and reverse charge VAT reporting rules is built-in

Supports all VAT rates

Per-line VAT that supports standard, reduced and zero rated items

Tag your Suppliers, Customers and Items

Simple VAT categorisation of all your trading entities means zero duplication of information but correct VAT records

Correct your return with Journal Entries

To err is human, so fix any problems with standard Journal Entries affecting your VAT accounts and the report does the rest

Description

The UK has introduced a new initiative for digital tax submissions named Making Tax Digital (MTD). The first service to go live and be mandated from 2019 for all VAT-registered UK businesses was for VAT.

It is possible to configure vanilla ERPNext to produce the general ledger entries to support the figures required by the UK VAT return 9-box structure in its Chart of Accounts. However, there is no built-in report to extract the figures easily. MTD for VAT submissions to HMRC must also be done outside ERPNext.

Available since 2021, our integrated ERPNext extension is now HMRC Recognised (look for CaseSolved) and available for free, you just pay per submission. Have a look at the screen shots or video below!

Support is available through our uk-support github page

Further details can be found in our Terms & Conditions

VAT Return Report
VAT Return Report

This animation of the VAT Report shows some steps in creating a suitable VAT report from your ledger entries. Once created you can simply run the same report with different dates.

VAT Return Submission
VAT Return Submission

This is the VAT Return submission interface which looks just like any other ERPNext document page. The return page has a tool menu at the top where you can retrieve the result of the custom VAT Report for the obligation period. Or alternatively, if you use a non-standard VAT scheme, you can simply enter your own values.

VAT Obligations and Return List
VAT Obligations and Return List
VAT Liabilities
VAT Liabilities

Your liabilities & payments below are automatically retrieved.

VAT Payments
VAT Payments
UK HMRC Settings
UK HMRC Settings

Just two simple steps to get up and running:

  • Authorise via the Connected App feature with your Government Gateway credentials
  • Create and attach your custom VAT Return report.

UK Workspace
UK Workspace

Everything is organised in the new UK workspace.