Hi Margaret,

Thanks for using Community Hub.

At the moment there is not a report available which would allow you to see which specific transactions are part of specific tax codes, the closest report I can think of recommending would be the Audit trail report which allows you to see everything that has been entered and if it has been VAT reconciled, I have attached a link below to guide you through this process:
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000101240

If this helps, please click Verify Answer.

Regards,
Stuart
Sage UKI

While it may show that it has been VAT Reconciled - it still doesn't show the VAT code used - one of my jobs as a Bookkeeper - is not only ton reconcile the bank, but to check that the transactions entered by the client and others have been correctly entered - and to me Sage One has gone backwards not forwards as now I have to open each individual transaction to check - which is time consuming. Any other software I have used, and there has been lots in my 50 years as a Bookkeeper will show the tax code on a transaction or audit trail - even the free sorftwares show the tax code.

While it may show that it has been VAT Reconciled - it still doesn't show the VAT code used - one of my jobs as a Bookkeeper - is not only ton reconcile the bank, but to check that the transactions entered by the client and others have been correctly entered - and to me Sage One has gone backwards not forwards as now I have to open each individual transaction to check - which is time consuming. Any other software I have used, and there has been lots in my 50 years as a Bookkeeper will show the tax code on a transaction or audit trail - even the free sorftwares show the tax code.

Hi Margaret,

Thank you for getting back in touch with me.

After looking further into your problem and what you are looking for, I would recommend creating a draft VAT Return for all of the transactions for that period, from there you can download a Detailed Report, which will show you all of the transactions the customer has entered and also which box they sit in within the VAT return. I have attached some articles below which can guide you on how to do the steps I have mentioned.

Create and submit a VAT Return
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000101356

1. Follow the Create the VAT Return steps
2. Click on the Generate Detailed report drop-down
3. Follow the steps for Sava draft VAT Return

If this helps, please click Verify Answer.

Regards,
Stuart
Sage UKI