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Use VAT reports in QuickBooks to check what you owe

by Intuit20 Updated 2 weeks ago

Learn how to use VAT reports in QuickBooks Online to track how much VAT you owe. This helps ensure your VAT return is accurate before submitting it to HMRC.

There are two reports you can use: the VAT Liability report for a detailed view of taxes owed, and the VAT 100 report (also called the VAT Agency or Summary report) for a breakdown by return boxes.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Run the VAT Liability report

The VAT Liability report shows your taxable and non-taxable sales, and how much VAT you’ve collected from customers. You can customise this report to see details by tax agency and drill down into individual transactions.

To run the report:

  1. Go to Reports (Take me there).
  2. In the search field, type and select VAT Liability report.
  3. Select the Report period dropdown and choose the date range based on your VAT filing schedule.

If your report has opened in:

  1. Select the VAT Agency dropdown and choose either All or a specific tax agency.
  2. Select Run report.
  3. In the VAT Amount column, view the total tax collected from your customers.
  1. Select Filter.
  2. From the filter dropdown, select Tax agency.
  3. Choose equals from the options dropdown.
  4. Select the name of your tax agency.
  5. In the VAT Amount column, view the total VAT collected—including amounts for state and local tax rates (e.g. city, county, or district).

To view individual transactions:

  • Select any VAT amount in the report to open a detailed transaction report. This shows VAT amounts charged per sale, as well as customer names, transaction dates, and applicable rates.

Run the VAT 100 (VAT Summary) report

The VAT 100 report shows the summary figures for each box of your VAT return. This is the report most commonly used when preparing to submit your return to HMRC.

You can access the VAT 100 report in two ways:

  1. Go to Taxes.
  2. Select the View reports dropdown.
  3. Select VAT 100 Report.
  4. Choose a time period for the report.
  5. Select Run report.
  1. Go to Reports
  2. Select Standard Vat to open the report list.
  3. Under Manage VAT, select VAT 100 Report
  4. Choose a time period for the report.
  5. Select Run report.

Things to note:

  • The report is generated based on your VAT settings.
  • The values shown depend on the date range selected.
  • Any backdated transactions or changes made after submitting a return (exceptions) won’t appear. To view those, check the VAT Exception Report or return to the Submit return screen.
  • You can adjust the report dates to see VAT liability for earlier periods or get a breakdown of total sales and purchases over a different timeframe.


What's next?

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