VAT Return report - Transactions not included
A report showing a summary of transactions not yet included in a VAT return, particularily for late claims
Nikki Goodwin
shared this idea
HI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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Judy Diamond
commented
would like to see a marker on each bill or sales invoice that you go into, to show whether it already appears on a vat return that has been finalised
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Judy Diamond
commented
Having to run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return is very long winded. We need this kind of info all the time eg when we do a movemybooks conversion. all other systems seem to have it.
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Jo Brown
commented
To show VAT Period Claim on individual transactions so that you are able to trace back to the correct VAT returns
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Richard Millington
commented
Currently, to find any transactions not included in a VAT return it's a case of comparing two reports which depending on the amount of transactions can take a lot of time.
Could a filter be added into reports so you can clearly see this information quickly and then action any corrections (if needed)?
Software like sage and VT clearly show a reconciliation mark to show it's been included so seeing this information takes seconds..
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Ami Wegrzyn
commented
It would be very helpful to be able to run a VAT transaction report which shows if the transactions were included in a VAT return and if so which return it was claimed. That way when we are completing year end accounts we know which VAT transactions have been included or not included in a VAT return, showing any differences, if any.