Adjust in a prior submission

This guide shows how to handle captured exceptions.

1) The second option is to adjust the transactions in a prior submission.

2) You will be prompted to choose from a previously submitted VAT return period from a list of submissions.

3) Choose a date for the adjustment submission.

4) Once the data is chosen, you can click Save.

5) You will see the chosen transaction/s as Adjusted in the exceptions transaction list.

After submitting the current return, you can go back to the previous submission and review the details of the exceptions included. The necessary adjustment can then be submitted to the authorities outside of generate.tax.

6) Once the adjustments are submitted, you can go to the previous submission where you adjusted the transactions.

7) Within the VAT Return, you can switch views between the Original submission and the Final version including the Adjustments.

8) You can also check the transactions where you can choose between Summarised and Detailed, with the adjusted transactions showing highlighted in green.

Success! You have adjusted the transactions in the prior submission.

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