VAT Period Reporting Overview
A guide on AutoEntry's VAT Period Reporting tool for invoices.
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

In this article:

To enable VAT Period Reporting for your company:

  1. Navigate to your Company Settings.

  2. Under the Accounting Settings section, enable VAT Period Reporting and click Save Changes.

Retrieving Invoices for a VAT Period

When the invoices for a specific (or multiple) VAT period(s) are required, follow these steps to retrieve all invoices for that period:

  1. In the Purchases inbox, click the Choose tag drop-down menu and select the relevant tags.

  2. All invoices with that tag will then be displayed with a grey tag icon showing what tag they belong to.

Adding Invoices to a VAT Period

  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 and the selected invoices will then be tagged to that VAT period.

Downloading Invoices for a VAT Period

After retrieving all invoices for a VAT period, you can download them into one CSV file. To download your invoices for a specific VAT period:

  1. Select all the invoices by clicking on the master check box and clicking All.

  2. Click on Download at the top and select Generic CSV.

  3. To clear the current selection of tagged invoices and return to the standard list view simply click on the 'x' for the tags in the search box.

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Last edited:

Apr 27, 2023, 07:00 AM

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