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L
lkoups
July 27, 2022
Question

Report showing VAT

  • July 27, 2022
  • 1 reply
  • 0 views

HI, I am trying to create a simple report over a period that shows all the transactions that have VAT and group them together with a total in one section (with a total) and all the transactions without any VAT (with a total). I am really struggling to know what one to choose- can anyone help? Thanks

1 reply

P
payment after leaving
July 27, 2022

Hi lkoups It's not possible to generate the report that you require. You could run the VAT Liability report and run all the sub reports for each VAT code this will provide you with the total tax and net amounts. You can also run a No VAT report however this won't provide you with a total. You could export the reports above to excel and then merge the data and for the transactions with No VAT you could use excel to total the amount column.

L
lkoupsAuthor
July 27, 2022

Thanks the no VAT report has income and expenses in the same list- how can I total this to make sure we add up the income and minus the expenses? Is there a way to make income and expenses in separate lists? 

G
GeorgiaC
July 27, 2022

Hi lkoups, you can customise the no VAT transactions report so that this only shows specific accounts (e.g. income only) - to do this, open the report and click customise > filter > distribution account > select 'all income accounts' or scroll and tick the accounts that you want to appear manually > run report. This report customisation can then be saved so that you can run this again at a later point without having to make amendments (you'd have to create a separate report for No VAT income and No VAT expense). You can then export the reports and sum the amount column in Excel to create a total for each. 👩‍💻

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