How to Manage VAT Reports with EPOS

Short answer: EPOS automatically tracks VAT on sales, separating different VAT rates. Export VAT summaries for returns or integrate with accounting software for MTD compliance.

Key Takeaways

Quick Answer

EPOS automatically tracks VAT on sales, separating different VAT rates. Export VAT summaries for returns or integrate with accounting software for MTD compliance. Ensure products are set up with correct VAT rates.

VAT-registered UK businesses need accurate VAT records. EPOS automates much of this, but only if set up correctly. This guide covers how to configure VAT tracking and get the reports you need.

VAT Setup Essentials

Common VAT Rates for UK Businesses

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VAT Reporting Methods

Method Effort Accuracy MTD Compatible
Manual from receipts High Error prone No
EPOS export to spreadsheet Medium Good With bridging software
EPOS to accounting software Low High Usually yes

VAT Reporting Mistakes

Frequently Asked Questions

Does EPOS automatically calculate VAT?

Yes, if products are set up with correct rates. EPOS calculates and records VAT on each transaction automatically.

How does EPOS help with Making Tax Digital?

EPOS exports to accounting software (Xero, QuickBooks, Sage) that handles MTD submissions, creating a digital trail.

Can I run VAT reports by date range?

Yes, select your VAT period dates and generate summaries of VAT collected at each rate.

What if I sell products at different VAT rates?

EPOS handles mixed baskets correctly, tracking VAT for each item separately and summarising totals.

Do I need to keep paper receipts if I use EPOS?

EPOS records are usually sufficient for HMRC. Keep digital records and backups as per normal requirements.

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About EPOS Direct: EPOS Direct is a UK-based EPOS provider offering flexible software, multi-site reporting, and integration with all major UK payment providers including Dojo, Global Payments, and Teya. No long-term contracts required.