Onzli help
Connect your accounting data, check how VAT is classified, and prepare, review and submit UK VAT returns.
Getting started and onboarding
Connecting accounting software
- Connect ERPNextConnect a read-only ERPNext account so Onzli can read your figures.
- Connect XeroConnect your Xero organisation, read-only, so Onzli can read your invoices and bills.
- Import VAT figures from a fileUse a CSV file of VAT totals instead of connecting accounting software.
- Connect HMRCConnect your Government Gateway sign-in so returns can be submitted.
Selecting a company
Discovering and confirming VAT accounts
Understanding tax classification and preview results
Preparing, approving and submitting returns
- Preview, approve and submit: the differenceWhat each stage means, and the point at which anything reaches HMRC.
- Approve a returnWhat approval means and what you confirm when you approve.
- Submit a return to HMRCThe declaration, the confirmation and what you are charged.
- Billing and receiptsPay as you file, the annual plan, and your VAT receipts.
Resolving validation errors
Understanding permissions and security
- Roles and permissionsWhat each role can do, and who can submit to HMRC.
- Two-step verification and recovery codesAuthenticator codes, recovery codes and what to do if you lose both.
- Control modesDual control and single-operator mode, and what protects approvals in each.
- Invite people and work across businessesAdd colleagues and your accountant, and switch between businesses.