Hello Katy,

Thanks for using Community Hub and welcome to Sage. 

Can you confirm if HMRC have advised you to include this on a VAT return as a late adjustment? 

If you are just reclaiming VAT from HMRC this would be posted as a receipt in the bank account. 

When you moved across to Sage did you do it using opening balances and how were these entered? 

Thanks 

Annie 

Sage UKI 

Hi, 

No I haven't spoken to them. Should I? I didn't enter it as an opening balance as I have just closed off year end and its meant there are late claims. 

Katy

Hiya Katy, 

We would recommend speaking to HMRC first and confirm if they want you to include this on a VAT return. 

Thanks 

Annie 

SageUKI 

It might be easiest to make a manual adjustment to your next VAT return. Get a list of the relevant transactions from Xero and then when you run the VAT return in Sage, choose Adjustments from the VAT return screen before setting reconciliation flags.  Add the net and VAT amounts to the appropriate boxes.

Alternatively, if you only have a few items or they are large value, post them into Sage with their original (last year) dates and adjust your opening balances so they are not double counted.