3591207 - Inclusion of Invoices from Prior Periods in Current VAT Return for Great Britain

• In the VAT return XX for the country United Kingdom, invoices from a prior period are being reported in the current period (where XX is the most recent VAT return ID).
• These invoices are not related to the reported period and should not appear in the current VAT return.

SAP Business ByDesign

1. Navigate to the Tax Management Work Center.
2. Access the VAT Returns view.
3. Show all Tax Returns, search for XX.
4. Highlight Tax Return ID XX from the Country GB - United Kingdom.
5. Press View.
6. Switch to the Tax Return tab.
7. Highlight tax box code Y (where Y is the tax box code ID).
8. Press Details.
9. Filter after Source Document ABC (where ABC is the Source document ID).
10. Observe that the Tax Due Date is from the previous period which should not appear in this return from the current period.

The issue arises from the standard behavior in the current functionality for Great Britain, where open documents from the period prior to the one given in the return also get picked up. If the total tax amount of all the documents of the prior period selected is greater than the threshold amount maintained in the Threshold field, then the documents that are picked from the prior period to the current return period will not be included in the new return.

There are two possible solutions here:

First solution:

Adjust the threshold on the VAT config so these items no longer appear either in this return or any other returns going forwards:

1. Go to the Business Configuration Work Center.
2. Go to the Overview view.
3. Search for Tax Return for Goods and Services - UK.
4. Find Product TaxReturn UK.
5. Here you can see the Threshold Values tab for the VAT return. You can change this amount here.
6. Press save and close.

Second solution:

1. Provide the detail of all entries that fall outside of the newest VAT return time period.
2.  Pull out the numbers not related to the last tax period.
3. File the new return.

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