Import from Kashflow

Introduction

This topic explains how to automatically import VAT values from KashFlow into VAT Filer.

Step 1 – Entering KashFlow details within VAT Filer

1. If KashFlow credentials have not already been entered in another module then in VAT Filer, go to Setup | Practice Options and click KashFlow.

2. Enter the login details and click OK.

Step 2 – Entering the client details

1. Select Client | View and click the magnifying glass next to KashFlow Client.

2. Select the relevant client and click OK.

Step 3 – Importing VAT values from Kashflow into VAT Filer

1. Select the VAT obligation period,

2. From the toolbar go to Import | Import from KashFlow or from the main screen click Import and select Import from KashFlow.

The Import screen displays. This will list the values for Boxes 1, 2, 4, 6, 7, 8, 9 that fall in the Obligation period.

3. Select Import and the values will be imported and displayed in the main screen in VAT Filer.