activity report with VAT codes and rates

SUGGESTED

I would like to view an activity report that shows which tax codes and rates have been used - any other software automatically has these or you can add the fields but I can't in Sage One - is there a way of getting these reports.

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  • 0

    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

  • 0 in reply to Stuart Avis

    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.

  • 0 in reply to Margaret Davidson
    SUGGESTED

    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

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