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      2. Getting started

      Exploring the InstantVAT dashboard

      A comprehensive guide to the InstantVAT dashboard and it's features.

      Your InstantVAT dashboard is designed to give you a clear overview of your VAT returns and refund status, all in one place. It’s intuitive, easy to navigate, and provides real-time updates on the progress of your VAT refund. Let’s explore the key features available to you.

      1. Welcome and setup prompt

      When you first log in, you’ll see a welcome message prompting you to finish setting up your account. If there are any outstanding steps in your setup process, such as linking your HMRC account or providing necessary details, you’ll be guided to complete them right from the dashboard.

      2. Current VAT returns overview

      The VAT Returns section gives you a real-time summary of your current VAT submissions, including the period, submission deadlines, and refund statuses. You’ll easily see whether your submission is still pending or if HMRC is in the process of verifying your VAT return.

      • Awaiting submission: This label indicates you haven’t yet submitted your VAT return for the specified period. You can submit your VAT return as usual and allow up to 30 minutes for it to appear on your InstantVAT dashboard.
      • HMRC is verifying: This status tells you that HMRC is currently reviewing your VAT return. No action is needed from you at this stage; InstantVAT monitors the process and will notify you as soon as your refund is verified and ready for payout.

      3. InstantVAT refund detailed breakdown

      Clicking on a VAT refund that is present on your dashboard will take you to a detailed breakdown of the VAT refund - the status of the refund, any updates from HMRC, a breakdown of the fees of the InstantVAT refund and how much you can expect to receive.

      • VAT refund breakdown: You’ll see the full amount of your VAT return, any offsets (if applicable), the Adsum fee, and the final amount you’ll receive.
      • Paid status: Once InstantVAT has paid out your refund, you’ll see a Paid via Adsum status, showing the amount you received and a link to the invoice for your reference.

      4. Timeline of your VAT refund

      The timeline feature is a powerful tool that lets you track the progress of your VAT return at every stage. It includes:

      • VAT return submitted: Confirmation that your VAT return has been successfully submitted.
      • HMRC verification: An update indicating that HMRC is currently verifying your return.
      • Refund payout: Once verified, this will show when Adsum has processed your refund.
      • HMRC repayment: A final confirmation that HMRC has repaid Adsum for the refund that was advanced to you.

      Each step is clearly marked, so you always know where you stand in the process.

      5. Settings

      In the Settings tab, you can manage your account information, update your payment details, and adjust your notification preferences. You can also add or change linked HMRC accounts and customise your experience within InstantVAT.

       

      Your InstantVAT dashboard puts all the essential tools and insights at your fingertips, ensuring you’re always informed about the status of your VAT refund. With real-time updates and detailed timelines, managing your VAT returns has never been easier.

      If you have any questions or need assistance, don’t hesitate to reach out to our support team through the dashboard’s live chat or contact options.