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Use VAT reports in QuickBooks to check what you owe

by Intuit•48• Updated about 23 minutes 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 VAT owed, and the VAT 100 report (also called the VAT Agency or Summary report) for a breakdown by return boxes.

Tip: Due a VAT refund? You can use InstantVAT by Adsum to receive your repayment in as little as 24 hours after HMRC verification. This optional service has no credit impact and is designed to save you the 47-day average wait for HMRC funds. Check for InstantVAT offers in QuickBooks now.

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:

Go to Reports and select Standard reports (Take me there).
In the search field, type and select VAT Liability Report.
Select the Report period dropdown and select the date range based on your VAT filing schedule.
Select Customise.
In Filters, select Tax agency from the Filter by ▼ dropdown.
Select equals from the Condition ▼ dropdown.
Select the name of your tax agency.
In the VAT amount column, view the total VAT collected.

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:

Via VAT

Go to All apps , select VAT, then select Overview (Take me there).
Select the View reports dropdown.
Select VAT 100 Report.
Select a time period for the report.
Select Run report.

Via Reports

Go to Reports and select Standard reports (Take me there).
Under Manage VAT, select VAT 100 Report.
Select a time period for the report.
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?

Need to adjust how much you owe? Here's how to add a VAT adjustment for things like VAT credits, discounts, or corrections.
QuickBooks tracks your VAT payment due dates in one place so you can avoid late returns and extra fees. Learn how to file your VAT return and record your VAT payment.

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