CherryMoney Help Centre
All guides Training course Sign in

VAT Guide

VAT Breakdown And Submission

Review VAT Boxes 1-9 before HMRC submission and trace each box back to source records.

Start steps Field guide

VAT Breakdown

1 Period Choose start and end dates.
2 Calculate View Boxes 1-9 and source records.
3 Submit Submit only after HMRC is connected and boxes are checked.
VAT breakdown can be used before submission to check invoices, purchases, expenses and credit notes.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Open VAT area

    Open Manage Tax or HMRC VAT area depending on the menu available to the user.

    Open full instructions
    cherrybank.money/vat-breakdown/step-1
    Step 1 visual

    Open VAT area

    Open Manage Tax or HMRC VAT area depending on the menu available to the user.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Choose VAT breakdown

    Click VAT breakdown before attempting HMRC submission.

    Open full instructions
    cherrybank.money/vat-breakdown/step-2
    Step 2 visual

    Choose VAT breakdown

    Click VAT breakdown before attempting HMRC submission.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Enter date range

    Select the same VAT period start and end dates that should be reviewed. The breakdown includes records on the end date even when they have a time value.

    Open full instructions
    cherrybank.money/vat-breakdown/step-3
    Step 3 visual

    Enter date range

    Select the same VAT period start and end dates that should be reviewed. The breakdown includes records on the end date even when they have a...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Review box totals

    Check Boxes 1-9 and confirm totals match the expected treatment for sales, purchases, EU goods and credit notes.

    Open full instructions
    cherrybank.money/vat-breakdown/step-4
    Step 4 visual

    Review box totals

    Check Boxes 1-9 and confirm totals match the expected treatment for sales, purchases, EU goods and credit notes.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Open source rows

    Review which invoice, purchase invoice, expense or credit note created each box value.

    Open full instructions
    cherrybank.money/vat-breakdown/step-5
    Step 5 visual

    Open source rows

    Review which invoice, purchase invoice, expense or credit note created each box value.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  6. Submit to HMRC

    Only submit once HMRC is connected, a VAT registration number is entered and an open VAT obligation is available.

    Open full instructions
    cherrybank.money/vat-breakdown/step-6
    Step 6 visual

    Submit to HMRC

    Only submit once HMRC is connected, a VAT registration number is entered and an open VAT obligation is available.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Box 1 VAT due on sales and other outputs.
Box 4 VAT reclaimed on purchases and inputs.
Box 8 Goods supplied to EU member states excluding VAT.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • EU goods sales should be zero-rated and affect Box 8, not add VAT to the invoice total.
  • If breakdown says nothing found, check the document dates and whether the selected period covers them.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products