I am used to using Sage Accounts V20/V21 (2014/2015) so apologies if this may sound extremely stupid!
I am just trying to find out how to uncheck 'future' sales when doing the VAT return.
Could anyone on here please explain start to finish how to do that please? On Sage 2010! I don't actually submit the VAT return on Sage, just use it to calculate before submitting on HMRC portal.
And yes, we definitely need to update the system, but as I have only just taken over the bookkeeping here its one step at a time!
Hi Gemma
First of all....no idea why you need to spend a fortune updating Sage when the old adage if it ain't broke don't fix it can be used. I've got clients who use 2008 version, which has it's drawbacks in that eg you can't export to excel, but that's a nice to have not a need to have for many businesses so why would you bother. I think if you suggest that to your client then it is merely to suit yourself rather than being of benefit to them in this case so I have to say not good advice.
With regards to your future invoices, I'm unsure if you have set them up as recurring or not, but whichever way they are done Im unsure as to why you would need to manually exclude them from the VAT return you are processing. The Vat return dates should have the start and end date of the VAT quarter you are reporting, so anything posted ahead of these dates will not be included anyway. Unless of course they don't have the correct date posted into Sage. Items from a prior period will only be included if you accept the warning that pops up which asks if you want to pick up earlier unreconciled items. This allows for older items and is assuming you use the reconcile function each time you complete the VAT return. I do, but I know some people don't when they are using VAT cash accounting.
No probs with not completing the submission via Sage, I don't neither.
HTH.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
