How do I check VAT nominals are linked to the VAT Return?

The 310256 - Creditors <1Y-Net Sales EU Supplies and 310302 - Creditors <1Y-IR35 Liability nominals must be linked to the relevant box on the VAT return.

The nominals should already be linked to the relevant VAT return boxes when IRIS Financials was installed.

  1. Go to Masters, then select Nominals.
  2. Select the required nominal, then Indices.
  3. From the Index list, select VATMTD.

  4. Check the nominal has been linked to the correct box on the VAT return, from the following:

    Nominals VAT Making Tax Digital (MTD) Return Index
    310256 - Creditors <1Y-Net Sales EU Supplies

    Box 4 (VAT)

    Box 7 (Net)

    Box 9 (Net)
    310302 - Creditors <1Y-IR35 Liability Box 2 (VAT)

If the nominal has not been linked to the boxes on the VAT return:

  1. From the drop-down list select the required box, then +.

  2. Select Apply to save the changes.