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 then you might be entering historic transactions which are dated before the start of the VAT return you are running. These transactions might be included in your VAT return.
Choosing the date you switch to Pandle can be helpful, so we recommend working through our opening balances assistant. This 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 might indicate a problem with your previous records, which will need reviewing.
You completed a VAT return which excluded some transactions
You may have completed a VAT return, but then later entered vatable transactions which are dated within the previous VAT return period.
For example, if you complete a VAT return for period 01/01/2020 to 31/03/2020.
After locking or submitting that return, you then enter a vatable transaction dated 15/03/2020.
The transaction will be picked up the next time you run a VAT return in Pandle. This is because it has not yet been included in a VAT return, so it's correct to include it now!