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Making Tax Digital - When I 'collect data' for the VAT return no records are returned.

Posted on by Microsoft Employee

Hi,

I am processing my companies second tax return via MTD.

I have settled and posted the VAT for the period and then retrieved out obligation from HMRC. 

I am now trying to 'collect data' which should return all of my transactions with VAT on them but when I do this I get a message saying that 'no new records can be found'.

I have tried going back through the step by step guide but can't see anything obvious causing the problem.
This worked last quarter.


pastedimage1588064264600v1.png

Cheers,

Sam

  • Annaick Profile Picture
    Annaick on at
    RE: Making Tax Digital - When I 'collect data' for the VAT return no records are returned.

    Hi Sam,

    you need to check

    * Populate record action setup / on line user edit if settlement period match customer settlement period.

    * Check also the date of your sales tax payment. If it is outside settlement date range, you may have to change populate record action / document date (from 'transaction date' to 'From date')

    From screen shot, you have same date on completed VAT obligation and new VAT return

    Kind regards

    Annaick

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