Can QB generate a report showing outstanding VAT on debtors? Our Client is on cash basis for VAT. I need the report that will show the VAT for the unpaid amount

Hi julie-woodhouse

You can run a Transaction detail by Account report, select the small icon to the right hand side of the print and export icon, select show more, select tax amount, net amount and VAT code, select customise, select Filter, select the A/R Paid box, it will move to the top of the filter queue then use the drop down menu to the right of A/R Paid and change to Unpaid, select run report, change the report date to All Dates, run report.

Hi julie-woodhouse

We forgot to include that when you are in the filter option select distribution account and use the drop down menu and select debtors.

Can this customised report be backdated to show what was unpaid at a certain date (when client was moved from cash to standard, for instance)?

Hello ManagementAccountant, 

Thank you for posting on this thread, 

At the top of the report, you will see the section for the date, there you will be able to change it to it just run the report for a certain date range you want to view. 

So if you change the report period to custom then next to that put the date from and too you want to look at then click run report. 

This will just show you the report between the date range you put in. 

Please could you explain how to do so as I cannot see any options under Customise on AR summary?

Let me explain how it works, Aflgroupbookkeep.

You're unable to add it to the summary reports. You can only add the Outstanding VAT column to the ageing detail reports. Here's how:

1. Click Reports.
2. Enter Accounts receivable ageing detail in the Find report by name field.
3. Click Customise.
4. Go to Rows/Columns, then click Change columns.
5. Tick the Outstanding VAT box. then click Run report.

Feel free to check this article to help you more with customising: Customise reports in QuickBooks Online.

Don't hesitate to let us know if you have other concerns. We'll be right here to help you. Take care!

Hi, I have followed these steps and the outstanding VAT option is not available to me, can you please advise? 

Hi @JenOKS,

I appreciate you for getting back to us here in the Community. I can help you add the column to the A/R report in QuickBooks Online.

For now, you're unable to perform the process using the Summary version of the report. Please make sure to select A/R Ageing Detail to ensure the column will be available on your end.

Aside from going to the Customise section, you can also add columns through the small Cogwheel icon. Here's how:

1. On the left navigation bar, click Reports.
2. Scroll down and select Accounts receivable ageing detail below Who owes you. 
3. Press the small Cogwheel icon within the report. 
4. Put a checkmark on the box beside Outstanding VAT. 

If the option is still unavailable, the browser's stored cache may be full. It can cause unusual behavior, such as being unable to add the necessary columns in reports.

I'd first recommend accessing your account via a private browser. It doesn't store data in the cache. Thus, it's a great way to isolate browser-related issues.

If you're using Mozilla Firefox or Microsoft Edge, press the CTRL + Shift + P shortcut on your keyboard. For Safari, hit Command + Shift + N. Press CTRL + Shift + N if you're using Google Chrome. 

From there, please add the column again and check the result. If it works, let's clear your browser's cache to have a clean slate, so it'll function efficiently.

In case private browsing doesn't work, use another supported web engine. This way, you'll get the best and most secure experience with the program.

I've also attached an article you can use to save custom reports in QuickBooks: Customise reports in QuickBooks Online.

Let us know if you need more assistance with the A/R report in QBO. Keep safe.

Thanks for your help. I have tried all those options and outstanding VAT is still not appearing. I have attached a file with the only options I can see, is there any other suggestions to fix this? 

I appreciate you performing the suggestions provided by my colleagues above to enable outstanding VAT display in the report, @JenOKS.

At the moment, we have an ongoing investigation where the outstanding VAT option is not showing any values on any report. Rest assured that our product engineers are diligently working for a fix.

Also, to ensure you'll get an update about the resolution status, I recommend contacting our support team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-62122

Here are our business hours so you can reach us at a time convenient to you. Then you can follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Choose the Help (?) menu.
3. In QB Assistant, enter the topic you need help with or you can also enter questions.
   
   
4. Click Contact Us to connect with a live support agent.
5. Select the Start a chat or Call us options.

Once everything is fixed, you can use the information presented by my colleagues above to let the outstanding VAT appear in the report. Otherwise, you can utilize this resource for more info: Show outstanding VAT on the A/R and A/P Ageing Detail Reports.

Additionally, to have more details, you can customise your reports to focus on specific accounts or filter for specific things. 

Thank you for your patience while we work for a fix. Please know that you can always get back to this post if you have any other questions managing reports in QuickBooks Online. I'll be more than happy to assist you again. Keep safe and have a good one.