I recently ran a report for VAT to print off and give to my accountant. I didn’t realise that they need details from each section as well.
How do I get back to the screen to access those details as that period has now gone?
Thanks in advance.
John
Hi John,
What details did the original report display? Was it a VAT return for example, or was it another report for your account to prepare a VAT return?
I used your system to calculate the VAT I would need to pay … I can’t remember exactly what the screen had on it but there a few sections that had menu arrows on the end. I presume that’s where i get the details if each section for accountant? sorry if that’s a bit vague but I am a complete novice!
Did you commit the VAT return to the system? This would then lock down the return, reconcile all items and save the backing report. Without this the system just generates dynamic reports, you could run again for the same period but it may incorporate different data if you’ve since added new VAT invoices to the system.
How do I retrieve the report? Can I see the details for each section if I do?
If you mean the VAT return form, where there are green boxes calculated by QuickFile for total sales VAT, purchase VAT, turnover, etc. then the drop down arrows aren’t for the details but to add manual adjustments to any of the boxes if you need to. For the full details you need to download the backing report from the option at the bottom called something like “download calculations”. That gives you a file you can open in a spreadsheet showing exactly which sales and purchase invoices contributed to the calculated figures.
The report you’re referring to (the VAT return) can be found under Reports:
Clicking ‘Create a new VAT return’ will bring up the list, along with the ‘Download Calculations’ option. This is what it looks like on my test account for example:
I hope that helps!
You are an absolute star!!
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