VAT Report: Default Grouping

Grouping by Rows
 
By default, the VAT report groups data only by VAT rate.
Note: The report makes use of user-defined VAT rates set up with the VAT rate directory. As a result, data is grouped in the report not by VAT percentage, but by generic defined rates.
For more details on grouping data in reports, see Group Report Data.
 
The default grouping by VAT rate is defined in the rows section of the basic VAT report. To set it up, the field has been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.    
 
To do that
 
1. On the page for configuring report parameters, click the Customize button.
 
2. In the rows section, view and customize the default grouping as follows:
 
  • To add fields for grouping, click the Select an option box, and then select a field by which you want to group data from the list of options.
 
The list displays fields from the selected report type which you can use to group data y rows.
 
  • To remove fields, click the cross icon next to the field you wish to remove.
 
You can use the following fields from the selected report type to group report data by rows:
 

Field

Used for grouping by

VAT rate

User-defined VAT rates set up with the VAT rate directory.

VAT, %

VAT percentage relevant during the specified report date range.

VAT rates in % along with the date on which they become effective are defined for each VAT rate.

For more information about VAT rates, see Setting up and editing VAT rates.

Company

Your company’s customers or vendors with whom you have traded during a given period charging VAT on sales or paying VAT charged on purchases.

date

Sale/purchase dates.

  • Dates are retrieved from sales and purchase documents.

Account

Input and output VAT accounts specified for relevant VAT rates.

Base Account

  

Item

Goods or services that have been sold or purchased within the period of time covered by the report.

Item type

Types of items, whether those are goods, services or fixed assets on purchase/sale of which VAT was charged.

Country

Countries where your customers/vendors with whom you have traded during a given period belong.

EU member state

Taxable transactions on which VAT is chargeable are grouped by two parameters:

Whether they took place with customer/vendors from EU member states or from non-EU countries.

Telecommunication services for VAT

Purchased/sold taxable items are grouped by two parameters indicating whether they are telecommunication services or not.


Grouping by Columns
 
In the basic VAT report, no default grouping by columns is specified. However, you can define your own groupings, if necessary.
 
To do that, you use the columns section of the report, where you can choose how to group data by yourself as in case of the groupings by rows. You do that as follows:
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the columns section to view and customize the default groupings.
 
As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.
 
 
More information
VAT Rate