Steps: E-File VAT Returns (UK)

Review setup considerations for e-filing VAT returns.

Confirm that your Making Tax Digital registration is active.

Enable e-filing on a tax declaration definition that meets HMRC requirements.

Create and approve a tax declaration using this definition.

Security: Either of these domains in the Common Financial Management functional area:

Reports: Create Tax Declaration

Set Up: Tax

E-filing enables you to submit VAT returns electronically, as required by HMRC.

You can't e-file:

Tax declaration amendments, as HMRC doesn't accept them through e-filing.

Tax declarations for which an adjustment exists. To e-file the original, delete the adjustment then e-file the tax declaration.

Access the

Edit Company Tax Details

task.

Enter a 9-digit number as the E-File VAT Registration Number
tax ID type for the UK.

Workday uses the VAT registration number of your company to connect to the HMRC APIs. When you e-file for a VAT or GST group, Workday uses the VAT registration number of the primary company in the group.

Access the

Submit HMRC Credentials

report from the related actions menu of your tax declaration.

Select

I'm Signed in to HMRC

to ensure that Workday authenticates correctly.

Workday redirects you to the HMRC site, where you can grant Workday permission to view and change your VAT return data.

When Workday indicates that the process is finishing in the background, don't go back in your browser or refresh the page.

Access the

Submit E-File

task from the related actions menu of the tax declaration.

When the HMRC APIs respond, Workday stores the response on the tax declaration and updates the e-file status.

(Optional) If HMRC returns an error, select 1 of these options from the related actions menu of the tax declaration and make the necessary corrections:

For date range errors:

Correct E-File Errors

For other errors:

Create Replacement

(Optional) Send the corrected tax declaration for approval.

(Optional) Resubmit the corrected tax declaration.