Configure a VAT report

1. Go to the Reporting settings (TX205100) window.
2. In the Tax agency ID field, select the tax agency account for which you want to configure a VAT report.
3. On the Report lines tab, do the following for each line of the VAT report that you want to create:
   1. Click .
   2. In the Update with column, select the type of amount that should be accumulated in the line, VAT amount or Taxable amount.
   3. In the Update rule column, select the rule that indicates how transactions related to sales or purchases should update the amount in this line.
      The following options are available:
      • +Output–Input:
        Select this rule if you need to accumulate the difference between the VAT amount or taxable amount that should be paid to the tax agency and the amount that should be claimed from a tax agency.
      • +Input–Output:
        Select this rule if you need to accumulate the difference between the VAT amount or taxable amount that should be claimed from a tax agency and the VAT amount or taxable amount that should be paid to the tax agency.
   4. Optional: In the Description column, enter a clear description of the amount accumulated in this line.
   5. Optional: In the VAT zone ID column, select a VAT zone if you want the VAT amount or taxable amount in the line to correspond to the selected VAT zone only.
   6. Optional: Select the Detail by VAT zones check box in the line to generate the detail lines that display a VAT amount or taxable amount of this line for each of the possible VAT zones. (For example: The VAT amount on sales for the period will be divided into multiple amounts that correspond to the zones of sales.)
      To view these detail lines, you need to select the Show VAT zones check box in the selection area of this window.
   7. Optional: Select the Net tax check box if you want the system to generate the invoice upon release of the VAT report.
      
      This line will be updated when a VAT adjustment document is released for an open VAT reporting period.
   8. Optional: If you have configured this line to accumulate an amount just for test or control purposes but need to exclude it from the VAT report during its generation, select the Hide report line check box.
   9. Optional: If you want to create your own numeration of the lines in the report window, enter the appropriate number into the VAT field number column.
4. On the Reporting groups tab, create each reporting group as follows:
   1. Click .
   2. In the Name column, enter an appropriate name for the reporting group being created.
   3. In the Group type column, select one of the following types of reporting group:
      • Output. For taxes payable to a tax agency
      • Input. For taxes claimable from a tax agency
5. Click .

The VAT report is configured for the specified tax agency.

Now you need to link all the created entities to one another as follows:

1. Add appropriate report lines to each reporting group by using the Reporting groups (TX205200) window in the following way:
   1. Go to the Reporting groups (TX205200) window.
   2. In the Tax agency ID field, select the tax agency for which a VAT report is to be configured.
   3. In the Reporting group field, select the reporting group into which you need to add the report lines.
   4. In the table toolbar, click Add row, and in the Report line column, select the appropriate line from the list.
      Repeat this step for each required line.
   5. Click .
2. Associate a reporting group with a particular VAT entity by using the VAT (TX205000) window in the following way:
   1. Go to the VAT (TX205000) window.
   2. In the VAT ID field of the VAT settings tab, select the VAT.
   3. On the VAT schedule in the Reporting group column, select the appropriate reporting group from the list of available groups.
   4. Click .