Hi Lee, for clarification on the above, were the transactions added to QuickBooks before or after you submitted the first filing?
It's helpful to know that QuickBooks automatically creates exceptions when you make changes to transactions that have already been filed in a VAT return within QuickBooks Online. This includes when you:
- Change the VAT code on a transaction.
- Add, delete, or change the transaction amount.
- Add or remove an income/expense account line in the transaction.
- Add or remove a customer/supplier to the transaction.
If they were added before your first filing and had the correct date and VAT code applied, they wouldn't be picked up as exceptions (QuickBooks doesn't include exceptions on the first return). Since you now have filings in QuickBooks, you can delete and re-create the transactions and the system will automatically flag these as exceptions.
If they were added before your first filing in QuickBooks without a VAT code, you can simply edit the transaction to add a VAT code and this will then be included as an exception on the current open return.
