Obligations

Introduction

Obligations are the periods you are required to submit to HMRC, these will usually be 3 months long but can be monthly or annually depending on the VAT scheme the business is on.

HMRC store obligations going back to the date the business entered Making Tax Digital for VAT, it is not possible to retrieve obligations before this date.

HMRC create new obligations on the first date of that period, they do not generate obligations for future periods.

Retrieving Obligations

IRIS VAT Filer will automatically retrieve all obligations for the business as soon as the client is opened.

If you need to manually check for obligations you can select the refresh icon next to the filter fields.

Filters

By default the software will set the dates to the most recent 12 months ending on today’s date.

To change the dates either manually enter your new dates or select these from the calendar icon.