Objective

This article will show you how to enable VAT Period Reporting for your invoices uploaded to AutoEntry, and how to tag them before publishing to your accounting software.

Applies To

  • VAT Period Reporting for Purchase and Sales invoices.

Procedure

Adding invoices to a VAT period is called tagging. Once Invoices are uploaded and processed by AutoEntry they can be tagged to a VAT period. To enable this feature, you will first need to select it via your Company Settings (don't forget to click Save Changes afterwards!)

To tag invoices, please do the following:

  1. Use the checkbox to the left of the invoice or the master checkbox top left to select the desired invoices to be tagged.

  2. Once selected, click on Actions and select Tag from the dropdown menu.

  3. A pop-up window appears to select both the year and vat period required. The VAT period frequency can also be set under Company Settings.

  4. Click Apply Tag and the selected invoices will then be tagged to that VAT period.

Additional Information

Below are some additional guides available in relation to VAT Period Reporting on AutoEntry:

Did this answer your question?