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T
Touchstone
November 23, 2023
Question

VAT - Tax Detail Report is calculated for the wrong year. How do I fix this

  • November 23, 2023
  • 1 reply
  • 0 views

VAT - Tax Detail Report has been calculated for the wrong year. I started charging VAT in April 2023 but Quickbooks is running reports for October 2022 instead of October 2023. Please let me know what settings I can change to fix this. I tried changing the date in the custom field, but it says the period does not exist. I have invoices for that period. Why am I getting this error? Please help me fix this quick

1 reply

S
SirielJeaB
November 23, 2023

Hello, Touchstone. Let's address your issue regarding running the VAT Detail Report.

 

You have the ability to modify the accurate date range within the Report period. When you generate the VAT Detail report, QuickBooks will compute the data based on the information you input at the top of the report screen. Additionally, it's crucial to confirm that your report basis in the VAT settings is precise, as the system will automatically calculate the data according to your chosen basis.

 

If everything's good, but the issue persists, I suggest performing some basic troubleshooting steps to isolate the issue, as QuickBooks may behave unexpectedly due to browser-related troubles. Start by signing in through a private window, then generate the report again. To save time, here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

If it works properly, you can return to your default browser and clear its cache to start fresh. You can also use another supported and up-to-date browser. The one you're currently using may have a temporary issue with QuickBooks Online.

 

Refer to these resources to learn more about customising the report data: Customise reports in QuickBooks Online.

 

To understand the difference between the cash and accrual methods and how to switch between the two, you can visit this article: Change the report accounting method.

 

Stay in touch if you need further assistance handling reports within the program. I'll promptly circle back and provide the information you need. Take care.

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