Create a VAT Return for a custom period

Create a VAT Return for a period different from your usual VAT Return period.

By default, a VAT Return can only be run for a set month, quarter or annual period within the last 12 months. However, if you need a VAT Return for a period prior to this, or for a custom date range, you can choose a custom start date for the VAT Return.

  1. To generate the VAT Return:
    • In the Reports menu, select All Reports.
    • Under Tax, click VAT Return.
  2. In a new tab in your browser, go to your Financial Settings and change the VAT Period to a different setting. For example, if you normally file your VAT quarterly, change the period to monthly.

    For information on opening a new tab in your browser, please see View multiple pages on Xero Tips.

  3. In your first tab, on the VAT Return, click Update. You'll now see From and To date fields on the return.
  4. Change the report dates, then click Update.
  5. Either:

    • Publish the return. Publishing the return may change your VAT filing dates in Xero.
    • Save the return as draft.
  6. (Optional) Export the VAT Return in the format of your choice.
  7. Go to your Financial Settings and change the VAT period back to your normal frequency.
  8. File your return with HMRC outside Xero.