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Using the VAT Transactions Report

Tapping VAT Transactions in the Other Reports screen displays the report. From this screen, you can

  • View the amount of VAT collected in your sales and purchase transactions.
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.

 

What Does the report show?

The report is closely related to the VAT Return report. The VAT Return report shows the aggregate amounts of purchases and sales, per sale or purchase account. The VAT Transactions report lists all the transactions that link to a VAT account. It also includes a list of transactions for sales and purchases where VAT might apply but no tax account was selected.

 

How does EasyBooks pick the initial date range?

The Next Period End date from your VAT Settings is used as the end date of the report. If this date has not yet passed, the report uses the current date instead. The start date is set as the day after the previous filed return, or the date of the first transaction if you haven't yet used the File Return option.

 

How do I view a previous period?

Use the back and forward buttons to change the report dates quickly to the previous or next VAT period.

 

For details of how to set up EasyBooks to manage VAT, please refer to:

 

 

 

Options in the settings Menu:

  • Change Start Date - You can set the start date to any date prior to the currently selected end date.
  • Change End Date - You can set the end date to any date after to the currently selected start date.

 

 

Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

  • As shown (HTML) - The HTML format will open in a web browser.
  • Comma separated (CSV) - The CSV format contains the same information and is more suited to importing into a spreadsheet.
  • Both (ZIP) - The ZIP format contains both the HTML and CSV files compressed into a single zip file.