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Making Tax Digital

VAT Returns & MTD Compliance

If you're VAT registered, you must file quarterly VAT returns with HMRC using Making Tax Digital (MTD) compatible software. AccountsOS calculates all 9 boxes automatically from your transactions.

Filing Deadline

1 month + 7 days

Threshold 2024/25

£90,000

HMRC API

Live

Do You Need to Register for VAT?

Mandatory Registration

You must register for VAT if:

  • Taxable turnover exceeds £90,000 in 12 months
  • You expect to exceed £90,000 in next 30 days
  • You take over a VAT-registered business

Voluntary Registration

You can choose to register if:

  • You want to reclaim VAT on purchases
  • Your customers are VAT-registered businesses
  • It makes your business look more established
Read our full VAT threshold guide

VAT Rates

Standard rate

Most goods and services

20%

Reduced rate

Home energy, car seats, sanitary products

5%

Zero rate

Food, books, children's clothes, public transport

0%

Flat Rate Scheme

Small businesses (under £150,000 turnover) can use the Flat Rate Scheme — pay a fixed percentage of your gross turnover instead of calculating input/output VAT. Rates vary by industry (e.g., IT consultants pay 14.5%).

The 9-Box VAT Return

Your VAT return consists of 9 boxes. AccountsOS calculates all of these automatically from your categorized transactions.

1

VAT due on sales

Output VAT on your sales and other outputs

2

VAT due on acquisitions

VAT on goods bought from EU (post-Brexit rules apply)

3

Total VAT due

Box 1 + Box 2

4

VAT reclaimed on purchases

Input VAT on your business purchases

5

Net VAT to pay/reclaim

Box 3 - Box 4 (the amount you pay or get back)

6

Total sales (ex VAT)

Total value of sales excluding VAT

7

Total purchases (ex VAT)

Total value of purchases excluding VAT

8

Total EU supplies

Value of goods supplied to EU

9

Total EU acquisitions

Value of goods acquired from EU

MTD Compliant

Making Tax Digital (MTD)

Since April 2022, all VAT-registered businesses must use MTD-compatible software to keep digital records and submit VAT returns.

  • Digital record keeping (no paper ledgers)
  • Digital links between software
  • Submit directly to HMRC via API
  • No manual data entry allowed

AccountsOS + MTD: We're working on direct HMRC API submission. Currently, we calculate your 9-box figures — you submit via HMRC.

VAT Return Example

Box 1 (Output VAT)£4,200.00
Box 4 (Input VAT)£1,850.00
Box 5 (Net VAT)£2,350.00
Box 6 (Total Sales)£21,000.00
Box 7 (Total Purchases)£9,250.00

All figures calculated automatically from your transactions

Filing Deadline

VAT returns are due 1 calendar month and 7 days after the end of your VAT quarter.

Standard Quarters:

  • • Q1: Jan-Mar → File by 7 May
  • • Q2: Apr-Jun → File by 7 Aug
  • • Q3: Jul-Sep → File by 7 Nov
  • • Q4: Oct-Dec → File by 7 Feb

Payment is due at the same time as the return.

Late Filing Penalties

HMRC uses a points-based system for late VAT returns:

1 pointWarning
2 pointsWarning
3 pointsWarning
4 points£200 penalty
Each additional£200 penalty

Late payment: Interest + up to 4% surcharge on unpaid VAT.

How AccountsOS Handles VAT

From tracking to calculation to reminders — we've got VAT covered.

Automatic VAT Tracking

Every transaction is tagged with the correct VAT rate. We track input and output VAT separately.

9-Box Calculation

At the end of each quarter, we calculate all 9 boxes from your transaction data.

Deadline Reminders

Get reminded at 14, 7, 3, and 1 day before your VAT return is due.

Direct HMRC Submission

Submit your VAT return directly to HMRC via the MTD API. Receive official confirmation with form bundle number.

Calculate Your VAT Return Automatically

AccountsOS tracks VAT on every transaction and calculates your 9-box return.

Get Started Free