Hi Guys,
Is there a way to run a report of transactions to EU clients only for a specified date period?
The VAT office wrote to us asking for that information and it’s proving a little tedius sifting through invoices…
Isn’t that information available from the backing report (“download calculations”) on the VAT return screen?
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Did you file your VAT return via QuickFile? All EC invoices should be listed in the backing report under the breakdown for box 8. Are you on accrual accounting or cash accounting?
Yes it is available there. However, our VAT period is June-August. The VAT office are asking for July-Sept. And want it by 12th Oct. We haven’t completed a VAT return for this period as yet. So we need an option in Sales dropdown for this, or a filter in the all sales option for EU sales.
Hi @cr123
You can go into the VAT return screen and generate a report (and backing report) for any date range you wish. As long as you don’t submit it, it won’t be saved:
Once you’ve entered your dates, you can recalculate and download the backing report to show all the relevant invoices
You’re right, you can do that. But the “Display EU Transactions” button does not appear until the VAT return has been actually submitted and locked.
The backing report (download calculations) should show the EU sales in a separate list from the rest, to show the workings for the box 8 total.
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Correct, but it does not until the VAT return has been submitted.
@cr123 - I’ll send you a PM to get some more information from you. Look for a green notification in the top right corner
You can view the backing report without committing the VAT return.