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Return Preview & Validation

Before submitting your VAT return, CoralLedger Comply performs comprehensive validation to catch errors and ensure compliance.

Accessing Return Preview

  1. Go to VAT Returns
  2. Select the period you want to file
  3. Click Preview Return

Preview Summary

The preview displays:

Period Information

  • Filing period (e.g., Q3 2024)
  • Period start and end dates
  • Filing deadline

VAT Totals

  • Output VAT - VAT collected on sales
  • Input VAT - VAT paid on purchases
  • Net VAT - Amount payable or refundable
  • Transaction Count - Number of transactions included

10-Point Validation

CoralLedger performs 10 validation checks before you can file:

Blocking Validations (Must Fix)

CheckWhat It Validates
Transaction ProcessingAll transactions are fully processed
Missing VAT RatesEvery transaction has a VAT rate assigned
Required FieldsAll mandatory fields are complete
CheckWhat It Validates
VAT Calculation AccuracyCalculations match expected totals
Filing DeadlineReturn is being filed on time
Duplicate DetectionNo duplicate transactions found
Category ClassificationsCategories are consistent
Minimum Transaction CountPeriod has sufficient transactions
April 2026 ComplianceMeets upcoming regulatory changes
Box Balance VerificationReturn boxes balance correctly

Validation Results

Each check displays a status:

  • Pass (Green) - Validation successful
  • Warning (Yellow) - Review recommended but not blocking
  • Error (Red) - Must be resolved before filing

Resolving Validation Issues

Transaction Processing Errors

  • Navigate to the flagged transactions
  • Complete any missing data
  • Re-run the preview

Missing VAT Rates

  1. Go to Transactions
  2. Filter by "Uncategorized"
  3. Assign appropriate VAT categories
  4. Return to preview

Duplicate Transactions

  1. Review the flagged duplicates
  2. Delete true duplicates or mark as intentional
  3. Re-run validation

After Validation

Once all blocking validations pass:

  1. Review the return summary
  2. Click Proceed to Filing
  3. Follow the submission workflow

Best Practices

  • Preview weekly during the period to catch issues early
  • Address warnings even if not blocking
  • Keep records of validation results for audit purposes

Next Steps