Solution Properties
Solution ID:
231206095049823
Last Modified Date:
Wed Feb 07 11:12:10 UTC 2024
Taxonomy Path:
Case category//How do I...
Author:
[email protected]
Change your VAT scheme
Description

We've created an interactive support wizard to make changing your VAT Scheme as easy as possible. Use the buttons to explore the support steps, you can go back or restart your journey at any time. 

Let's walkthrough on how to change your VAT scheme in Sage Accounting.

Cause
Resolution
You may reach a point where you agree to change your VAT sceme with HMRC. This could be for reaching a threshold on a VAT scheme, you've agreed with HMRC to change your VAT scheme or if you've been processing your VAT on the incorrect scheme.

If you believe you've gone over the threshold or need more information on changing your VAT scheme with HMRC, read more on the HMRC website.

Once you've agreed with HMRC on which scheme you need to be on, you'll need to change this in Sage Accounting. 

Let's get started. 
 
Firstly, why do you need to change your VAT Scheme?
 
I have reached the threshold to be VAT registered HMRC have agreed I need to be on a different VAT scheme I have been processing on the wrong VAT Scheme
What is your current VAT Scheme?


 

Not registered Standard VAT Cash Accounting Flat Rate – Invoice Basis Flat Rate – Cash Basis Go Back Restart

You’re changing from Not registered. What VAT scheme are you changing to?

Standard VAT Cash Accounting Flat Rate – Invoice Basis Flat Rate – Cash Basis Go Back Restart

You’re changing from Standard VAT. What VAT scheme are you changing to?

Not registered Cash Accounting Flat Rate – Invoice Basis Flat Rate – Cash Basis Go Back Restart

You’re changing from Cash Accounting. What VAT scheme are you changing to?

Not registered Standard VAT Flat Rate – Invoice Basis Flat Rate – Cash Basis Go Back Restart

You’re changing from Flat Rate – Invoice Basis. What VAT scheme are you changing to?

Not registered Standard VAT Cash accounting Flat Rate – Cash Basis Go Back Restart

You’re changing from Flat Rate – Cash Basis. What VAT scheme are you changing to?

Not registered Standard VAT Flat Rate – Invoice Basis Flat Rate – Cash Basis Go Back Restart

You’re changing from Not registered to Standard VAT

There are several things we need to check ready for changing the VAT Scheme within Settings.

You'll need to check the following:

Change your VAT scheme

You are now ready to change your VAT Scheme within your Settings.

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT Go Back Restart

You’re changing from Not registered to Cash Accounting

There are several things we need to check ready for changing the VAT Scheme within Settings.

You'll need to check the following:

Change your VAT scheme

You are now ready to change your VAT Scheme within your Settings.

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT Go Back Restart

You’re changing from Not registered to Flat Rate – Invoice Basis

There are several things we need to check ready for changing the VAT Scheme within Settings.

You'll need to check the following:

Change your VAT scheme

You are now ready to change your VAT Scheme within your Settings.

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Invoice Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Not registered to Flat Rate – Cash Basis

There are several things we need to check ready for changing the VAT Scheme within Settings.

You'll need to check the following:

Change your VAT scheme

You are now ready to change your VAT Scheme within your Settings.

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Cash Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Standard VAT to Not Registered

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 


Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Standard VAT to Cash Accounting

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 


Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Standard VAT to Flat Rate - Invoice Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Invoice Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 


Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Standard VAT to Flat Rate - Cash Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Cash Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 


Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Cash Accounting to Not Registered

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Cash Accounting to Standard VAT

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Cash Accounting to Flat Rate Invoice Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Invoice Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Cash Accounting to Flat Rate - Cash Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Cash Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Invoice Basis to Not registered

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Invoice Basis to Standard

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Invoice Basis to Cash Accounting

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Invoice Basis to Flat Rate - Cash Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Cash Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Cash Basis to Not registered

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Cash to Standard VAT

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

 NOTE: If you switch your VAT scheme in Sage Accounting and still have any unpaid invoices, the system will generate a 'scheme transfer' transaction for each on that day. Your next VAT Return will include these transactions. 

Example of scheme transfer transactions on the audit trail report.

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Cash Basis to Cash Accounting

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select your new VAT Scheme.
  4. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

You’re changing from Flat Rate – Cash Basis to Flat Rate - Invoice Basis

There are several things we need to check before changing the VAT Scheme within Settings.

You'll need to check the following:

Create your final VAT return

To create the VAT return guide the customer to:

  1. Reporting then select VAT returns.
  2. Select Create a VAT Return.
  3. Check the dates are correct. (This is set by HMRC)
  4. Click Calculate.

Submit your final VAT return

Once you're ready to send your VAT Return to HMRC.

  1. Select Submit Online to HMRC.
  2. Choose Save.
  3. When prompted, choose Finalise, then Submit to complete the submission.

You are now ready to change your VAT Scheme within your Settings.

Change your VAT scheme

  1. Go to Settings, then Business Settings.
  2. Select Accounting dates and VAT.
  3. Use the VAT Scheme drop down to select Flat Rate Invoice Based.
  4. Select the relevant Submission Frequency.
  5. Enter your VAT number.
  6. Enter your Flat Rate %, which is set by HMRC.
  7. Select Save.

Any transactions you create, regardless of the date, will be on the new VAT Scheme. 

Have you successfully changed your VAT scheme?

Get an error message Changed VAT scheme Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

Error message appears

There can be no transactions dated after the date of the VAT Scheme change. For example, if your new VAT Scheme starts on 1st October, there can be no transactions entered dated 1st October onwards.

To check for future dated transactions:

  1. Go to the Audit Trail Report.
  2. From date should be the 1st day of the new VAT Scheme.
  3. To date should be set to 31/12/9999. (This ensures you pick up every transaction)
  4. Select Search.

You need to remove everything that appears. Once you've changed your VAT scheme settings, re-enter these transactions into Sage Accounting.

Have you resolved the error?

Resolved error Still getting an error message Go Back Restart

You'll need to double check all transactions mentioned in previous step. 

If you've gone through these steps and still getting an error message, get in touch. 

Go Back Restart

As you've been processing your data on the incorrect scheme, you'll need to reset your accounting data.

The Reset Data option clears all the information you’ve entered so far. This allows you to start again but keep your user, business and billing information.

Only the business owner can reset or restore data.

Once you've deleted all of your data, you can restart the setup of your business again and enter your transactions using the correct VAT scheme.

Export information

There are some things you need to do before resetting the data:

  • Print any reports or download any information you need
  • Disconnect any bank feeds

Reset data

 CAUTION: Once you delete the data, it can not be retrieved. 

  1. From Settings, select Business Settings.
  2. From the Data Management section, select Reset my Data.
  3. Enter the email address you use to sign into your Accounting, then select Delete Data.
  4. Once complete, everything is ready for you to start again.
  5. Complete the Setup your business questions, making sure to select the correct VAT Scheme.

Once the data has been reset, you’ll need to set up your business in Sage again, where you can enter all VAT information again.

Restart

You've now successfully changed your VAT.
Restart

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