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Can I tailor the VAT detailed report to contain each category as it currently states just 'expense' and more detail would be useful when the client checks the report?

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QuickBooks Online

Level 14

Hi caron,

Right now, you can only customise VAT Detail by adding or removing columns and filters within QuickBooks. Tailoring the report to show each category from a specific transaction is unavailable at this time.

You'll need to manually click your expenses to be able to view each category. I suggest utilizing other reports available and use the Export to Excel feature to merge information you need in our system.

Please refer to this sample screenshot:

To know more how the amounts on the VAT report are calculated, you can visit the article on this:

What's the VAT Detail Report?.

Feel free to get back to me anytime you have questions about the VAT report. I'm always around to help out.

AlcaeusFAnswer

Level 14

Hi caron,

Right now, you can only customise VAT Detail by adding or removing columns and filters within QuickBooks. Tailoring the report to show each category from a specific transaction is unavailable at this time.

You'll need to manually click your expenses to be able to view each category. I suggest utilizing other reports available and use the Export to Excel feature to merge information you need in our system.

Please refer to this sample screenshot:

To know more how the amounts on the VAT report are calculated, you can visit the article on this:

What's the VAT Detail Report?.

Feel free to get back to me anytime you have questions about the VAT report. I'm always around to help out.

M

Mia Baptiste

The VAT Detail Report should show the nominal accounts/categories that the client has allocated the transaction to. It is important for reviewing as the memo/description or Name is NOT always sufficient, especially for Box 4. Being able to search by "account" within this report would make it easier to check that the VAT return is accurate.

It not accurate or straight forward to export & merge 2 reports (as I have seen suggested by yourself on other similar questions) due to the nature of VAT returns being cash basis or standard basis for VAT and also where a client does not use products/services for stock etc. Also it is too time consuming to check each transaction manually as you are suggesting, in light of MTD for VAT it should be a priority to get this feature in place as it is imperative that accountants are able to use this.

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