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UK MTD Setup - Group VAT Return - D365 F&O is not selecting all the companies

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Posted on by Reshma76

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I am hoping someone can help me on getting MTD working, We have configured MTD as per steps provided by Microsoft and setup Group VAT return.

We are now ready to submit the first VAT return and have manged to connect to HMRC and get responses. When running a preview or generating the VAT return only the main group account VAT is being shown even though the message item pane shows all 3 companies.

Within HMRC this only has the main company setup and what is expected is that D365 will total up all 3 companies and send these across. The message response from HMRC is for the main company as this is the only company setup in HMRC.

How do we get D365 to total up all 3 companies.

Does anyone have any experience in this? everything else has worked well we are now stuck at this point and would like some guidance.

Thanks in advance.

Reshma

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Charlotte X Microsoft Employee on at

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Hi Resh P,

Please see if this article is helpful to you.

United Kingdom: Making Tax Digital - VAT return report creation for companies reporting as VAT group within the same system database on Dynamics 365 for Finance and Operations (microsoft.com)

Best Regards,

Charlotte Xu

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Reshma76 155 on at

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Thanks Charlotte we have followed all these steps and checked a number of times, on the message Items you can see all 3 companies and there respective VAT returns. We have also had our partner check and everything looks correct.

Is there any further setup required on HMRC side? from what we have read and the document you shared only the main company needs to be setup with the settlement periods and as long as the others have the same VAT Reg number they should all get collated. When previewing or generating it only brings across the main entity.

Any other ideas?

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