IRIS VAT Filer

Introduction

This topic explains the job, job profile and AutoMail tag changes that relate to submitting VAT returns on the new IRIS VAT Filer product.

The submission of VAT return is controlled by the staff permission Can submit VAT returns electronically. When this privilege is selected the staff members will be able to submit VAT returns.

A standard system job type called VAT has been added to the system job types as shown below.

This links through to the VAT Filer product:

 

The Job that links against VAT Filer must be marked to repeat at VAT period Intervals.

To assign a job to the standard job type and to mark the VAT Filer to repeat at VAT period intervals:

  1. Click the magnifying glass next to VAT Filer and from the Job Types screen either View an existing job or create a New one.

 

To view the associated Job profile assigned against the VAT Filer job being viewed:

  1. Click Profile on the Job type definition screen. The stages in here can be customised to suit and it is possible to Add, Edit, Delete and Re-Order existing stages. The Description, Due dates and Automatic completions can be changed to suit the clients need.

  1. On Adding a new stage or editing an existing stage, the automatic completions (if a standard system job type) can be set from the drop-down list shown below:

  1. From the Client Browser, select a VAT Filer registered client.

  2. From the Client Maintenance screen, select the  Jobs tab and create a new job by clicking New or view an existing job that is not yet completed by clicking  View.

The Client Job Recurrence Maintenance screen displays.  The Period End Date here is displayed in VAT period intervals.

There is a Statutory date linked to each of the VAT period start and end dates:

  1. From the  Client Maintenance screen,  select the Jobs tab and click Profile to view job profile stages updates.

  2. Clicking Workflow Link will open the IRIS VAT Filer product:

  3. From the Client Maintenance screen, select the Service tab and click New or View to view the Client service screen.

    Here the Next job p/e is selected in VAT period intervals as shown below:

In IRIS AutoMail, on creating a new template, a new context type VAT Filer has been added as shown below:

 

On selecting the Context type, VAT Filer opens the Tag Selection.

Here a new tag Net VAT paid or reclaimed has been added in the particular client | Business | Tax Information | VAT Filer | Net VAT paid or reclaimed tag.

This tag displays the Net VAT to be paid to HMRC in the IRIS VAT Filer module for the requested period: