View and download VAT obligations

You can view and download a summary of forthcoming VAT obligations for all your clients from the VAT obligations widget on the home page.

On the VAT obligation widget on the home page, select View all.

  • Choose the tax return year from the Corporate tax returns list at the top of the widget.

  • Filter the list using the Status filter.

  • Use Find client to search for a specific client return. The list will reduce based on what you type.

  • Sort the columns by selecting the down arrow next to the column heading.

  • Select any Status to open the VAT tab for that client.

  • Select the client name to open the client dashboard for the selected client.

Once you've defined the required list, you can then download the list as a CSV or PDF file by selecting the applicable icon.