VAT report

The VAT report will show you the total tax paid for each percentage rate on any chosen date range.

To view the VAT report, hover over the Reporting Icon from the left hand navigation & select Payments & finance, then click VAT Report.

The report will automatically default to the previous week. To change the date range, click the Calendar field. Select the date range required & click the green Apply button, from the calendar.

Filters & Grouping

In the Filters & grouping section, you can group the report by:

Tax rate - If you use multiple tax rates, the report will group with the lowest tax rate first
Root Category - Grouping by the root category
Reporting Category - Grouping by the reporting category

Totals

In the Totals box, the total amount of tax paid will be displayed.

Breakdown

In the VAT Report Breakdown, this will display all products by the grouping option used & the date range chosen.

You will be able to the see:

Root category
Reporting category
Line item name
Quantity purchased
Gross sales
Tax rate
Net sales
Tax amount

Exporting

In the breakdown & summary sections, you can copy the report to your clipboard, export to Excel or CSV, download as a PDF or display in a print format.

Searching

You can search for a specific product, reporting category or value with the search bar on the righthand side.

Summary

The summary, on the far right hand side of the report, will display an overview of your VAT report.

For the date range selected & the grouping option applied, you will see a tax summary. The tax summary can also be copied to a clipboard, exported as a CSV file or display in a print format.