Viewing and filtering transactions

@whaywood1  Hope you're doing well.

Regarding your query on the viewing and filtering the transaction for a period for tax purpose. 

Your accountant can use the report "Transaction list by date" ( snippet given below) which provide list of all transaction within the date range provided by you.

Apart from adjusting the date range , the report allows to customise the customise the columns to be shown on report ( You might need the vendor name, tax code, taxable amount, ship via details to work on the VAT return).

Hope this helps , Do let me know if you have any questions to me.

Pai

Bookkeeper.

Hi @DrandCr 

Thanks for this, very helpful. I only seem to have the basic version of QBO so don’t have the „customise report“ option, however, I can change columns, filter etc. The main thing I need in the report is the tax type (standard, exempt etc) that you need to include when you’re matching a transaction. I can’t currently see this as a column option, is there a way to add it in? Thanks a lot!