Prepare a VAT Return from Accounting
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to create a frozen VAT snapshot from the verified Accounting digital-link adapter for an open HMRC obligation.
What you’ll accomplish
Create a frozen VAT snapshot from the verified Accounting digital-link adapter for an open HMRC obligation. The MTD module stores tax profiles, HMRC authority, obligations, frozen filing snapshots, approvals and audit evidence, while Accounting remains the primary financial record system.
Follow these steps
- Sync VAT obligations first and find the open period to file.
- Select Prepare from Accounting for that obligation.
- Pixie CRM requests the verified Accounting adapter summary for the HMRC period start and end dates.
- The compliance engine checks required VAT values and transaction-level source_manifest lineage.
- Pixie CRM builds the nine-value HMRC payload, calculates source/payload hashes and freezes a return snapshot.
- Go to the Review page and do not approve until the source records and figures have been checked.
Checks before you continue
Technical basis for this guidance
This guide was checked against libraries/Mtd_hmrc_vat_service.php; views/admin/vat.php; views/admin/review.php; models/Mtd_hmrc_model.php. The user instructions describe only behaviour exposed or enforced by the supplied module. Internal secrets, encrypted token values and database identifiers are intentionally not shown to ordinary users.
Compliance and operational boundaries
- Pixie CRM Accounting & Bookkeeping remains the authoritative ledger; the MTD module is a tax preparation/submission layer.
- Government Gateway usernames and passwords must never be entered into or stored by Pixie CRM.
- A tax filing must not proceed when transaction-level digital lineage cannot be proven.