VAT International Orgs

This help page is not applicable if you are registered for VAT in the UK and your organisation country is set to 'United Kingdom'. For UK VAT Reporting, please go to VAT UK Organisations.

Before you create your first VAT Report, ensure that the organisation's VAT status is correct.

Navigate to the Reports tab and then click the VAT Report link.

Click on the New VAT Report button.

Set the appropriate Start date and End date. Note that you cannot enter a date earlier than the Conversion Date.

Click on the Refresh button.

Click the View Underlying Transactions button to analyse the detail behind the figures.

Click the Save button to complete the report and save it for future reference - an option to print the report will appear.

It is worth noting that the underlying transactions on a saved VAT Report can only be changed if the changes don't effect the VAT results. In order to make changes to these transactions you may need to delete the VAT report.

Important Note: You must ensure that there is no change in the organisation's VAT status (for example, from standard rate VAT to flat rate VAT, or from the cash to accrual accounting basis) during the VAT reporting period. Any change in VAT status MUST be effected at the start of a VAT period. See the section on Adding a VAT status for more information.