Set up VAT return approval

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

All VAT returns in the portal that have been checked by a back office employee are automatically sent to the tax authorities from the 26th in the month following the VAT accounting period.

As soon as the VAT return is checked, the user specified in the domain in the Yuki messages under Who will receive messages about the VAT return? receives:

• a notification about the VAT return in his or her Yuki mailbox 
• an email about the VAT return in his or her mailbox.

The entrepreneur (customer) then has until the 26th of the month following the VAt accounting period to submit corrections or additions to the audited VAT return by means of a question. 

Previously, however, any amended VAT return was always sent to the tax authorities without prior approval from the entrepreneur (customer).

By default, the 'VAT return approval' functionality in Yuki is set to no required prior approval of the VAT return by the entrepreneur (customer) before it will be sent to the tax authorities.

Only a user with the 'Portal Administrator' role can activate this functionality so that VAT returns without prior approval from the entrepreneur (customer) will no longer be sent to the tax authorities.

If approval of the VAT return is set by the entrepreneur (customer), the VAT return checked by the administrative office or accountant should be approved by the entrepreneur before the end of the month following the VAT accounting period so that the return and payment are received on time by the tax authorities. 

ATTENTION!

All unapproved VAT returns are therefore no longer automatically sent to the tax authorities. The accountant should ensure that these VAT returns are still sent on time to avoid fines from the tax authorities.

A user with the 'Portal back office' role does not have access to the VAT return approval settings.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is always opened in the view with the general settings of the portal:

In this screen, in addition to the VAT return approval setting, you will also find the following general settings:

• samples
• document processing
• satisfaction
• security
• access settings for end users (customers).

Set up VAT return approval

Select the Require pre-approval check box to ensure that VAT returns from all domains in the portal must first be pre-approved by the entrepreneur (customer) before these VAT returns are sent to the tax authorities

TIP!

In each domain, a user with the 'Portal back office' role can specify whether the setting of VAT return approval is the same as the one in the portal or should be enabled or disabled.