VAT Filing workflow
This topic provides an overview of the VAT Filing workflow.
- Import invoices
- Start by importing your invoices and transactions on the Invoices page. This creates a record of all your sales. You can edit invoices here as well. You can also import invoices through API or JSON files.
- Check your data and preview VAT amounts
- Check your data by running a reconciliation to verify its accuracy, or preview VAT amounts with the Return Calculator. You can also run a VIES check to validate VAT registration numbers.
- Track returns
- On the Returns page, you can get an overview of each month's returns and the amounts of VAT due and track their status with the Workflow feature. All your team members can stay up to date on the filing tasks they were assigned to by following the returns they are working on. You can also track return statuses on the dashboard or by running a Return Status report.
- File returns
- When you're ready to file, generate the return form with one click, then export for filing or submit directly from the app.
- Modify data and amend return forms
- If there are changes to your invoices, you can edit individual transactions in an already imported invoice to reflect the changes or delete the invoice and import a new one. The corresponding return form will be updated with these changes. You can also amend returns if changes happen after the return has been submitted to the government.
- Reports
- Several reports are available to get an insight into how many returns are on track, at risk, or late, how much VAT is due in specific countries or VAT codes, and more.
- Logs
- Keep track of changes in your account with the Invoice audit trail, the Audit log, the API log, and the FTP log.