VAT Period Reporting is available for all companies on AutoEntry, allowing you to tag invoices for VAT Reporting.
Enable VAT period reporting
Enable VAT period reporting
Navigate to your Company Settings.
Under the Accounting Settings section, enable VAT Period Reporting and click Save Changes.
Add invoices to a VAT period
Add invoices to a VAT period
Use the checkbox to the left of the invoice or the master checkbox top left to select the invoices you want to add.
Once selected, click Actions and select Tag from the dropdown menu.
A pop-up window appears to select both the year and VAT period required.
📌TIP: You can set The VAT period frequency under Company Settings.
Click Apply and the selected invoices are then tagged to that VAT period.
Download invoices for a VAT period
Download invoices for a VAT period
To retrieve invoices for a VAT period, click the Choose tag option from drop-down menu at the top of your Inbox
Select the relevant tag.
This filters the invoices in the Inbox.
📌TIP: To select all the invoices click on the master check box and click All.
Click on Download at the top and select Generic CSV.
To clear the current selection of tagged invoices and return to the standard list view, click on the 'x' for the tags in the search box.
Related guides