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VAT Filer- How to import? and if import button is greyed out/missing

Article ID
Article Name
VAT Filer- How to import? and if import button is greyed out/missing
Created Date
13th July 2021
IRIS VAT filer: Importing a Excel spreadsheet or a CSV file with the clients vat figures but IMPORT button is greyed out or you cannot find it

Please ensure you are on the latest IRIS version (Help and about) and this advise is relevant for the ‘IRIS VAT filer’ software.

Update Aug 2021 (21.2.0): HMRC has removed the import option ‘Clipboard‘. You can only use Excel/Csv options etc.

  1. You must have your Excel spreadsheet or CSV file with the clients VAT figures saved on your pc.
  2. This file must have the headings and figures saved like this below (Note: the values below the headings are test numbers). Do NOT use the dash symbol ‘-‘ for a value (use ‘0’ instead) as it can cause the VAT filer to close.
1 Output VAT2 EC acquisitions VAT3 Total output VAT4 Input VAT5 Net VAT due6 Total sales7 Total purchases8 Total EC sales9 Total EC purchases

3. Load the client on the VAT filer and select on the correct period on the left handside. The boxes 1 to 9 will show on the right side now. If the Period is missing or the VAT for the period is already submitted then the Import button will not appear.

4. Click the Import button, select the relevant choice: Spreadsheet or CSV. A new screen will appear: Click the Magnifying glass at the very top and find and import the Excel or CSV file you have already saved on your pc.

5. IF your using Excel: boxes 1 to 9 with all the vat values should appear on the right side box. ‘Right click‘ the value for Box 1 and select ‘Box 1’. The value for box 1 will now show on the left side for Box 1. Do the same for all nine boxes. Once all boxes are completed with a value then the ‘Import’ button can now be selected.

Getting warning importing Excel: VAT filer has found a issue on the Excel you are importing. This is normally caused by having too much information and too many tabs opened. The more data /complex the Excel is then the higher chance it will fail to import. Keep the Excel simple like the table on step 2) as HMRC only wants the values on box 1 to 9.

6. IF your using CSV: If your using the VAT table on step 2) then click the empty box for box 1 on left side. Choose ‘1 Output VAT’ and the value for it will now show. Follow the same steps for all nine boxes. Once all boxes are completed with a value then the ‘Import’ button can now be selected.

7. Once Import is clicked – the VAT main screen will show again with all nine boxes with a value. Check the values are correct as you cannot submit amended VAT returns online later on (You would need to call HMRC). If all correct then Finalise and Transmit. You will receive a one or two ref codes from HMRC if its gone through to them (like a IR mark), if the code is missing then contact HMRC if they received the VAT.

VAT Filer used to remember all the links on my older Excel/CSV files-What happened? Whenever you import a excel or csv file with a set design, it automatically remembers the last choices you had selected for boxes 1 to 9 (on step 5 and 6) so you don’t need to manually link boxes 1 to 9 again later on.

If a user later imports a file with a different design for boxes 1 to 9 (i.e the boxes 1 to 9 are on different cells compared to the original one you setup). Then it cant automatically link the 9 boxes and you have to manually link then again. Also there is a ‘reset settings‘ button which deletes the old links to the boxes.

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