When it is time to file your VAT return, CRMit can pull together the figures for your VAT period and export them ready to use. Here is how to get the numbers you need for HMRC.
From the CRMit menu, open VAT Period Export. This brings up the VAT periods you can work with.
Select the VAT period you want the figures for. Check the dates so you export the right quarter or month.
Look over the VAT figures for the period, including the VAT on your sales and purchases. Make sure everything looks as you expect before you export.
Choose Export to download the figures as a file you can open and check.
Use the exported figures to complete your HMRC VAT return, or hand them to your accountant to file on your behalf.
Tip: Always check the period dates match your VAT scheme before you export, so the figures line up with what HMRC expects.
With your VAT figures in hand, it is a good moment to review how the wider business is doing.
Book a quick demo and we will walk you through VAT exports and keeping your books tidy.