The VAT Ledger is a report that displays all VAT-related transactions within a selected date range. It shows details such as transaction type, contact, VAT profile, currency, net amount, VAT amount, and gross amount.
Go to Reports > VAT Ledger.
Click on the Date Range dropdown. You may select preset options such as This Month, This Financial Quarter, This Financial Year, Last Month, Last Financial Quarter, or Last Financial Year.
You may also manually select a custom start and end date.
Yes. Click on Group By and choose from:
None
VAT Profile
VAT Type
Yes. Click on Filter and apply filters based on available fields such as:
Account Name
Account Type
Contact
Currency
VAT Profile
VAT Type
Transaction Type
Transaction Reference
VAT Rate (%)
Net (PHP)
VAT (PHP)
Click Apply to activate the selected filters.
Yes. Click the settings icon and choose Adjust Columns.
You may select, remove, or rearrange columns such as:
Account Code
Account Name
Account Type
Tracking Tags
VAT (PHP)
VAT Adj. (PHP)
Net (Source)
VAT (Source)
Gross (Source)
VAT Adj. (Source)
VAT Type
VAT Rate (%)
Contact Tax ID
FX Rate: Source to Tax
Contact
VAT Profile
Currency
Net (PHP)
Gross (PHP)
Click Save after making changes.
Display Options allows you to control how information is shown in the VAT Ledger view.
Yes. You can select an existing template such as Standard VAT Ledger.
You may also click Add New Template to create a customized VAT Ledger layout.
Yes. Click the download icon to export the VAT Ledger based on your selected date range, filters, grouping, and column settings.
The VAT Ledger includes VAT-applicable transactions such as invoices and bills that use VAT profiles.
Yes. If your organization uses multi-currency, both source currency and base currency values may appear depending on your selected columns.
