Unter Extras > Finanzübersicht > UST. / VST. ÜBERSICHT In the VAT overview you can view the previously closed VAT periods (by clicking them) and create a new VAT period.
New VAT period
- To create a new VAT click new vat period
- Select the period type: month, quarter or year
- Select the period and year. All invoices until the end of this period will be included in this VAT period.
- Click on show
The VAT overview is now displayed but not yet closed. Check the overview before clicking book VAT and close period.
The totals of the purchases, VAT sales and VAT purchases are displayed in the overview. Click on details to view all individual invoice lines that make up the total. Any memorial (journal) booking are also displayed.
The difference at the bottom of the overview is the VAT due.
When the overview is checked and correct click book VAT and close period.
If the VAT period is accidentally closed contact Customer Support. They can help reopen the VAT period.
ICP sale details and ICP purchase details
These two buttons will show the overview of purchases and sales outside the country with 0% VAT.
VAT per client
This overview displays a VAT overview per client.
There are several filter options at the top of the page:
- sales with VAT number
- purchases with VAT number
- Customers and suppliers with VAT number
- sales only
- purchases only
- all