Menu Path: System Administration VAT VAT Report
Output a report of value-added tax (VAT) amounts.
Use VAT Report to create a report of VAT information for a specific range of periods/years or dates. You can output the report in summary or detail format. The detail format includes line item VAT information. You can also select whether or not to display exemptions on the report.
Note This report uses accrual-based reporting. If you want to output the report using cash-based reporting, use VAT Cash Basis Report instead.
To generate the report:
Select whether to output the report for a range of periods or dates, and then enter the range of periods or dates.
Enter the VAT ID for which to output the report in the VAT ID field.
Select filter criteria for the report.
Select whether to output the summary or detailed version of the report.
Select a method for grouping data in the report in the Break by radio set.
Click the Lookup button for the Currency field, and select a currency in which to display amounts on the report.
If you want to include exemptions on the report, select the Display Exemptions check box.
Click the Print Options tab.
Select a process option and output option.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the VAT Report window. |
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Click this button to display, output, email, or print the report. |
Field or Button |
Description |
Select whether to output the report for a range of periods or dates. |
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Click the Lookup button to select the first period in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button. |
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Click the Lookup button to select the first year in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button. |
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Click the Lookup button to select the last period in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button. |
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Click the Lookup button to select the last year in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button. |
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Enter the first date in a range of dates for which to include VAT information on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last date in a range of dates for which to include VAT information on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter a VAT ID for which to include VAT information on the report, or click the Lookup button to select a VAT ID. When you enter or select a VAT ID, the country for the VAT ID is displayed. For information on setting up VAT IDs, see VAT ID Maintenance. |
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Select this check box to include VAT information for all countries on the report. This check box is selected by default. |
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Enter a country for which to include VAT information on the report, or click the Lookup button to select a country. This field is only enabled if you clear the All Countries check box. This is the country of the supplier's ship-from address or the customer's ship-to address. |
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Click this button to display Country List, which allows you to select specific countries for which to include VAT information on the report. This button is only enabled if you clear the All Countries check box. If you click this button and select countries, the check box to the right of the button is selected. |
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Select this check box to include VAT information for all VAT groups. This check box is selected by default. |
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Enter a VAT group code for which to include VAT information on the report, or click the Lookup button to select a VAT group code. For information on setting up VAT group codes, see VAT Group Maintenance. This field is only enabled if you clear the All VAT Groups check box. |
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Click this button to display VAT Group List, which allows you to select specific VAT groups for which to include VAT information on the report. This button is only enabled if you clear the All VAT Groups check box. If you click this button and select VAT groups, the check box to the right of the button is selected. |
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Select this check box to include VAT information for all VAT classes on the report. This check box is selected by default, and only enabled if you clear the All Countries and Show Blank VAT Class Only check boxes. |
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Enter a VAT class code for which to include VAT information on the report, or click the Lookup button to select a VAT class code. This field is only enabled if you clear the All VAT Classes check box. |
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Click this button to display VAT Class List, which allows you to select specific VAT classes for which to include VAT information on the report. This button is only enabled if you clear the All VAT Classes check box. If you click this button and select VAT classes, the check box to the right of the button is selected. |
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Select this check box to include VAT information for all product categories on the report. This check box is selected by default. |
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Enter a product category code for which to include VAT information on the report, or click the Lookup button to select a product category code. This field is only enabled if you clear the All Categories check box. |
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Click this button to display Category List, which allows you to select specific product categories for which to include VAT information on the report. This button is only enabled if you clear the All Categories check box. If you click this button and select product categories, the check box to the right of the button is selected. |
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Select this check box to include VAT information for all product subcategories on the report. This check box is selected by default, and only enabled if you enter a product category in the Category Code field. |
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Enter a product subcategory code for which to include VAT information on the report, or click the Lookup button to select a product subcategory code. This field is only enabled if you clear the All Subcategories check box. |
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Click this button to display Subcategory List, which allows you to select specific product subcategories for which to include VAT information on the report. This button is only enabled if you clear the All Subcategories check box. If you click this button and select product subcategories, the check box to the right of the button is selected. |
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Select this check box to only include VAT information for transactions without an associated VAT class on the report. This check box is cleared by default. |
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Select this check box to include VAT information for vouchers associated with all VAT status codes on the report. This check box is selected by default, and is only available if the Use VAT Status check box is selected in Tax Control Maintenance. |
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Select this check box to include VAT information for vouchers associated with input VAT status codes on the report. This check box is only enabled if you clear the All Statuses check box, and is only available if the Use VAT Status check box is selected in Tax Control Maintenance. For information on setting up VAT status codes, see VAT Status Maintenance. |
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Select this check box to include VAT information for vouchers associated with pending VAT status codes on the report. This check box is only enabled if you clear the All Statuses check box, and is only available if the Use VAT Status check box is selected in Tax Control Maintenance. For information on setting up VAT status codes, see VAT Status Maintenance. |
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Select this check box to include VAT information for vouchers associated with write-off VAT status codes on the report. This check box is only enabled if you clear the All Statuses check box, and is only available if the Use VAT Status check box is selected in Tax Control Maintenance. For information on setting up VAT status codes, see VAT Status Maintenance. |
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Select whether to output a summary or detail report. Note If you select the Summary radio button, and a manual journal entry had both input and output VAT amounts, all input amounts are summarized in a row and all output VAT amounts are summarized in another row. The VAT Option column displays Input or Output to indicate the amounts in each row. |
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Select whether to group VAT information and include subtotals only for each country, or for each country and VAT class. |
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Enter a currency for which to display amounts in the report, or click the Lookup button to select a currency. |
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Select this check box to display VAT exemptions on the report. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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