How To: View a previous VAT return

Overview

There are two methods of viewing previous VAT Returns:

• One - view all the items in the grid that were included in the VAT return for the date specified giving a high level view of the information that was reported on.
• Two - view the information in the Tax Analysis dialog which breaks it down by Country, Zone and Tax Code to give a more detailed tax analysis.

The information can then be exported or printed out using Print Grid or Send to Notepad.

Viewing Previous VAT Returns

View a Past Return

This will display all the items in the grid that were included in the VAT return for the date specified.

1. Open an Accounts screen (show me how).
2. Open the [ Tax (VAT) ] tab.
3. Select the "Advanced" radio button
4. In the Tax (VAT) screen select the Past Return from the drop down list.
5. Change the filter to green.
6. Click on Go.

View a Past Return in Detail including the Different VAT Rates

Use the Tax Analysis dialog which breaks down the information by Country, Zone and Tax Code to give a more detailed tax analysis.

1. Open an Accounts screen (show me how).
2. Open the [ Tax (VAT) ] tab.
3. Click on the button which displays the Tax Analysis Dialog button.
4. There are two options for filtering the information:
   1. View the information by VAT Return:
      1. Select the Past Return from the drop down list.
      2. Change the filter to green.
      3. Click on Go.
   2. View the information by date range:
      1. Select a date range using the date range filters.
      2. Click on Go.

Exporting the Information

The information can then be exported or printed out using Print Grid or Send to Notepad, for example as a pdf.

To Save a Past Return as a pdf

1. Open an Accounts screen (show me how).
2. Open the [ Tax (VAT) ] tab.
3. Select the "Advanced" radio button
4. In the Tax (VAT) screen select the Past Return from the drop down list.
5. Change the filter to green.
6. Click on Go.
7. Click on the to the left of the grid heading.
8. Select Print Grid.
9. In the Report Title popup add a title.
10. Click on OK.
11. In the Print popup click OK to print the grid with all headings and information.
12. In the report click on the Print icon on the top left.
13. Check in the Print To File checkbox.
14. Change the Type to PDF.
15. Select where to save it.
16. Click OK.

See Also

• Accounts overview