VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
Katie Marjoram
shared this idea
Hey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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James Phelan
commented
If you could just click on the header to sort by something other than date it would make the review process much easier. By date doesn't seem helpful. Being able to see by supplier or nominal code would make it easier to sense check. I appreciate you can do this via Excel but isn't very professional when sending to a client and it's harder to get an excel file e-approved by a client.
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Accounts Bahn
commented
You should have plans Hannah G
Yes they can exported but it is still very difficult to filter whole report. You have to find the start of each section, add the filter each time - time consuimg and wasteful
If you put the vat category in a column and the box number in a column then it would be so much easier
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Accounts Bahn
commented
It would be so easy to do centrally - just need to remove blank lines and add column showing category - it would save significant time in reviewing the return
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Graham Oddy
commented
This is a great idea, I have just spent 2 days trying to find discrepancies between the VAT by Box Report and the Receivable/Payable Invoice Detail reports