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VAT Code Statistics

In certain countries, the tax authorities require very detailed reports covering the VAT handling in companies. This report is designed for such situations.

The report is a list of Invoices from the report period, concentrating on the VAT in each one. For each Invoice, the header information is first shown, including the Invoice Number, Transaction and Invoice Dates, Customer Number, Customer VAT registration number and Customer address. This is followed by a VAT breakdown of the Invoice. The VAT Codes used in the Invoice are listed, showing for each one the total including VAT, the total excluding VAT, the VAT percentage and the VAT total. At the end of the report, totals for each VAT Code are shown. You can also have POS Invoices and Bar Tabs listed in the report.

The Invoices listed in the report depend on whether you are using the Post Receipt VAT option in the Account Usage S/L setting in the Sales Ledger. If you are not using this option, the report will list the Invoices issued during the report period. If you are using this option (i.e. your VAT calculation is based on Receipts rather than Invoices), the report will list the Invoices paid during the report period.

When printed to screen, the VAT Code Statistics report has the Standard ERP Drill-down feature. Click on any Invoice Number to open an individual Invoice record.

Period
Paste Special    Reporting Periods setting, System module
Enter a start and end date for the report.

Header
Enter a title for the report. If you leave this field blank, the title "S/L VAT Code Statistics" will be used.

Invoice No
Range Reporting    Numeric
Enter an Invoice Number or a range of Numbers separated by a colon (:) here if you would like specific Invoices to be shown in the report.

Note that the report is compiled from Invoices, POS Invoices and Bar Tabs. If you have Invoices, POS Invoices and Bar Tabs with Invoice Numbers that match your entry in this field, then they all will be included in the report (depending on the Invoice Type options below).

Official No.
Range Reporting    Alpha
Enter an Official Serial Number or a range of Numbers separated by a colon (:) here if you would like specific Invoices to be shown in the report.

All VAT Codes
By default, the report shows for each Invoice the VAT Codes used together with the VAT percentage and totals including and excluding VAT. If you would like to show for each Invoice all VAT Codes, including those not used by the Invoice, use this option.

Show Official No.
Use this option if you would like the Official Serial Number of each Invoice to be included in the report (instead of the Invoice Number).

Specify
Use these options to specify whether the report should list Invoices that have been marked as OK, those that have not been marked as OK, or both. In the cases of POS Invoices and Bar Tabs, these options will include or exclude records that have been marked as Finished.

Invoice Type
Use these options to specify whether the report should list Invoices in which the prices include VAT, those where the prices do not include VAT, or both. Prices in an Invoice will include VAT if you have so specified in the Account Usage S/L setting using the Base Price options on the card or if it uses a Price List in which Prices include VAT.

Invoice Type
Determine here whether Normal Invoices, Credit Notes, POS Invoices and/or Bar Tabs are to be included in the report. Down Payments, Cash Notes and Interest Invoices are included as Normal Invoices for this purpose.

Sorting
The report can be sorted by Invoice Number or Transaction Date.
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