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VAT / GST Report - Payment Method

This report is a more complex payment method report.

It relysrelies on allocations been completed successfully in order to work.

It also relysrelies on VAT / GST periods been completed after each submission.

 The VAT / GST Payment method report looks at all payments and deposits made within the period.

These payments and deposits are specific to the customer and supplier module and look at fully allocated transactions.

 Go to Reports menu group > Report List > VAT / GST Category > VAT / GST Report - Payment method

 

 When running the report, check your period

Should the period be wrong, check the financial periods and VAT / GST period closes.

 

 Run the Summary and Detail report and ensure you print the reports before completing and closing off the periods.

Once the complete has run, the current period report will not show.

 


Summary report

Breaks down the Tax types into categories

 

 


Detail report

This is a detail report showing line transaction for tax report claim

 Run the complete VAT / GST flag

This will flag all the transaction lines on the report, so that it will not show on the next report.

 

 


VAT / GST close period

 Go to System Configuration > Administration > Financial periods

 When on a payment method and you have not flagged completed transaction lines on report.

The close period will not be allowed.

After the complete has run, then the period can be closed.

 Run the Complete VAT / GST close period before Closing VAT / GST period

 

 Unallocation of Customers and Suppliers after completing the VAT / GST complete WILL NOT ALLOW one to unallocate if this was part of the closed period.