Organization Name

Enter the organization name for the report.

Tax Invoice Start Date

Enter the beginning tax invoice date in DD-MON-YY format for the range of invoices that you want to include in the report.

Tax Invoice End Date

Enter the ending tax invoice date in DD-MON-YY format for the range of invoices that you want to include in the report.

Start Tax Invoice Received Date

Enter the beginning tax invoice received date in DD-MON-YY format for the range of invoices that you want to include in the report

End Tax Invoice Received Date

Enter the ending tax invoice received date in DD-MON-YY format for the range of invoices that you want to include in the report

Tax Reporting Entity

Enter the tax-reporting entity that you want to generate a VAT report for. Leave this field blank to generate reports for all your tax reporting entities. If you do not use tax reporting entities, leave this field blank.

Tax Name

Enter the tax name that you want to generate this report for. Leave this field blank to report on all tax names. Because you want goods and services VAT taxes reported together, you will normally leave this field blank to create a report that you can submit to the government. You can, however, enter simply your VAT services tax name to generate a detail of what amounts should be transferred from your VAT reserve account to your VAT expense account for the period.

Reference Column

Enter the column name from the invoice that you want to display in the reference column in the report.

Reference Column Heading

Enter a name for the reference column. The default value is the invoice number.

Confirm Report Option

Confirm Report Option is a yes/no parameter used to prepare tax invoices for monthly submission to the Revenue Department. Only use Yes when you submit the monthly report. When set to Yes, the report sets the reported date for all selected tax invoices to the report date.

Only Posted Option

Only Posted Option is a yes/no parameter used to select posted invoices only. You should normally enter Yes to select only posted invoices. If your company has a long approval path for invoices, you can set this option to No to include all tax invoices in the report.