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VAT Report Layout

Please can you do a proper report for the VAT. When I send it to Excel, I have to spend loads of time to make it presentable.
  • Guest
  • Jan 10 2017
  • Released
  • Nov 5, 2018

    Admin response

    This report will be updated as part of our MTD VAT and VAT Improvements work which is planned for release in December. 

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  • G B commented
    3 Aug, 2020 09:11pm

    I programmed an new Excel macro that would give you a report to easily review the VAT transactions.

    I attach a screenshot and the instructions. Unfortunately, I can't directly upload to the Canvas as an Excel file with programming code is rejected.

    If you interested, leave a message and I will organise to email it to you.

  • Guest commented
    10 Feb, 2019 11:57am

    The new detailed report whilst very pretty is absolutely useless for anything.

    The old report whilst needing a little tweak in excel to get in a printable state was very good. One client was 5 pages last quarter, the new report 24 pages!

    The main problem is not having net and VAT for inputs and outputs side by side, this is essential for checking the VAT return but impossible on the new improved" report.

    I sometimes wonder if bookkeepers or accountants have any input in the design process!

    I know with MTD VAT figures need to be locked down, but if you notice a transposed invoice number or misspelt description you can no longer amend short of raising a credit and re-entering the invoice, so much for progress and MTD making businesses more efficient!!

  • G B commented
    8 Nov, 2018 08:23am

    I'm aware this is probably going to be out of date after the updated report in December.

    If anyone has Excel, this macro will automatically format the detailed CSV report created by Kashflow.

     

  • G B commented
    4 Nov, 2018 04:30pm

    z

  • John Biggs commented
    5 Oct, 2018 04:06pm

    while we are looking at this would be useful if we also have the no VAT or N/A codes shown ie the VAT status of all transactions not just those that have an impact on the VAT return

  • John Biggs commented
    5 Oct, 2018 04:03pm

    please be very careful with this. the reason most people will want to download to excel will be to do sense checks and calcs. Formatting can make this very difficult. If we want a pretty report then perhaps the output should be going to word or PDF option and we shouldn't really be messing with the excel version?

  • John Biggs commented
    3 Jul, 2018 12:35pm

    Please do not put formatting into the excel download as it will then need to be unformatted in order to be worked with. there is a print option if you want a pretty summary. A data download should be exactly that

  • John Biggs commented
    2 Feb, 2018 11:32am

    looking at comments it would appear we need 2 reports;

    1. A pretty formatted summary report that can be emailed to clients

    2 The current unformatted report with some extra data fields for analysis - and importantly without additional formatting in this report that would then make analysis difficult

  • John Biggs commented
    19 Jul, 2017 08:50pm

    No please don't put formatting into the Excel file!

    In its current format its great for analysing etc and formatting would mess this up.

    If we need more "presentable" reports then lets have these but lets not put formatting into the Excel download

  • Guest commented
    10 Jan, 2017 09:17am

    I agree, nominal codes to be shown as well as supplier code. NET, VAT and Gross columns should also be shown.

  • Guest commented
    10 Jan, 2017 09:17am

    I agree on this, could it be styled like the new management accounts, this could show a clear breakdown between Sales and Purchases

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