Review and record a VAT filing
Review your VAT return in Cybooks, complete the filing in Tax For All, then record the result using the appropriate filing method.
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Review the return
- Open the VAT return and select Review.
- Check the period and figures, and resolve outstanding exceptions.
- Use the filing method configured for your return.
Record a portal filing
For a return filed by entering figures in Tax For All, use Mark as filed after completing the external filing. This records a snapshot of the current figures and completes the return. It can create a control-to-liability journal when VAT payable or refundable is non-zero.
Record an XML filing
- Select Download TFA XML to prepare the return’s filing file.
- Upload the file in Tax For All.
- In Cybooks, select I uploaded it to Tax For All.
- Record Accepted or Rejected according to the result from Tax For All.
Downloading the XML creates a pending filing snapshot. It does not complete the return. Acceptance finalises from that exact snapshot; rejection leaves the return in draft. Do not mark acceptance merely because a download succeeded.
If figures changed after downloading, review the stale-filing warning before confirming a result. Resolve open exceptions and any unrecorded XML filing rather than switching methods to bypass them.