Pandle will always include vatable transactions dated before the VAT return you’re running, if they are not included in a previous VAT return which is now locked.
There are a few scenarios which can cause this:
You have just started using Pandle and are entering historic transactions
If you have just started using Pandle and are entering historic transactions which are dated before the start of the VAT return you are running, old transactions will likely be included.
Choosing the date you switch to Pandle is vital. We recommend working through our opening balances wizard, which will guide you through the best way of entering your opening balances in Pandle, based on your circumstances.
Once the start date has been decided, all VAT returns which you have run and submitted through an alternative system should also be run and locked in Pandle, but not submitted to HMRC.
It is very important that the figures on the VAT returns being run in Pandle match the VAT returns which have actually been submitted. If they do not match, this indicates a problem with your records which would need to be looked into.
You have completed a VAT return which excluded some transactions
You may have completed a VAT return, but then later entered vatable transactions dated within the previous VAT return period.
For example, if you complete a VAT return for period 01/01/2020 to 31/03/2020, but after locking or submitting that return enter a vatable transaction dated 15/03/2020, it will be picked up in the next VAT return you run on Pandle.
In this situation, it is correct that transactions such as these are included in your next VAT return, which is why Pandle does this for you.