How do I report on VAT?

To Report on VAT

1. Click on Accounting in the sidebar. The Claims tab appears.
2. From here, select the Claim records you want to report VAT on.
3. Look for the Export button in the side menu and click on it.
4. The Export pane appears. Choose the relevant Export Format that you need.
5. Enter a Reference name that you will use to identify the report.
6. Click the Export button to initiate the download process. Once complete, the report will be downloaded into a .zip file and you'll see a confirmation message.

  Note:

Please keep in mind that when you update the Claim records, they will be removed from the Claims tab to Archive and marked as complete.

By Susi
10 May 2023