Check the return, download it and find its deadline

Steps

1. 1

   Compute the return for the quarter

   In Tax Intelligence select Returns, choose 2026 and Q3, select Filing-Ready and select Compute VAT Return. The checks and downloads work on the return that is on screen.

   • Select Returns
   • Choose Year: 2026
   • Select Q3
   • Select Filing-Ready
   • Select Compute VAT Return
2. 2

   Select Consistency Check

   Select Consistency Check. It compares e-invoices the company issued through ComplianceOS with how the same sales were classified for tax. Here the result is Not applicable: these sales were imported, so there is nothing to compare.

   • Select Consistency Check
3. 3

   Select Pre-Submission Check

   Select Pre-Submission Check. It looks through the period for things that should stop or worry you before filing. The result is Ready to file, Warnings only or Cannot file. Two kinds of line would stop the filing and are listed first: AI suggestions still waiting for review, and credit notes that do not reconcile to the invoice they reverse. There are none here, because every suggestion was reviewed and the credit note matches its invoice. Here the result is Warnings only. Read each line: the entertainment whose VAT is blocked, the share of entertainment in total expenses, a transaction with no account mapped, and counterparties with no country recorded.

   • Select Pre-Submission Check
4. 4

   Download the return as a PDF

   Select VAT Return PDF. The computed return is downloaded as a PDF file. Use it as your working copy when you type the figures into the authority's portal, and keep it with your records.

   • Select VAT Return PDF
5. 5

   Select Export FTA Package

   Select Export FTA Package. This downloads the same return as a package of files prepared for the Federal Tax Authority's portal. The app does not submit it: you still file on the portal yourself.

   • Select Export FTA Package

   

6. 6

   Select Workpaper (Excel)

   Select Workpaper, Excel. This downloads the workpaper that lists the transactions behind each box. View Workpaper, beside it, opens the same workpaper on screen, which the tax manager reviews in the next lesson.

   • Select Workpaper (Excel)
7. 7

   Look at Advance Deposit Settlement

   At the bottom of the tab is Advance Deposit Settlement. When a customer paid a deposit in advance and the invoice is issued later, Settle Deposit moves the deposit to revenue so that it is not taxed twice. Select Settle Deposit to see the form. It asks for the bank transaction of the advance and for the invoice. There is no deposit in this quarter, so the next step cancels it.

   • Select Settle Deposit
8. 8

   Open the Filing Tracker

   Close the form. In the left menu, under Tax, choose Filing Tracker. Computing the return created its deadline: VAT Return Filing for 1 July to 30 September 2026, due on 28 October 2026, 28 days after the quarter ended. The status is Upcoming.

   • Select Cancel
   • Select Filing Tracker
9. 9

   Read why there is no Record filing button

   Other deadlines in the tracker have a Record filing button. This one does not. Under the line the tracker explains: the return is still a draft, and filing it completes this deadline. The link File the return takes the person who files to the VAT Return tab. So nobody can mark the VAT deadline as filed while the return itself is unfiled.

10. 10

    Read the tiles and the sections

    The tiles count the total filings, how many are filed, due within seven days and overdue, and the share that is filed. The list on the left switches between all filings, Overdue, Filed and Reminders. Export iCal, at the top, downloads the deadlines as a calendar file for your own calendar.