VAT101
Use this report to generate a list of European Union (EU) customers to whom you have sold goods and services, including the sales amounts for British legislation. This applies to customers who have an EU VAT number defined.
Pre-Brexit: You can leave the Tax rule report parameter empty to generate the list of EU customers and amounts.
Post-Brexit: In the event of a no-deal Brexit, the UK becomes a Third Country without a Withdrawal Agreement. Therefore, you will need to use the Tax rule report parameter to filter EU invoices or credit notes according to their BP Tax rule to account for post-Brexit sales invoices that must now be included because they are Rest Of World (ROW) exports and imports.
Note: This is the Tax rule defined on the invoice and it must be an EEC tax rule type.
Report criteria and comments
Criteria | Comment |
Company | Enter a company or group of companies for the report. |
Site range | Enter a site range for the selected company to filter the report for those sites. |
Date range | Enter a date range to only include sales invoices within that range. |
Tax rule | Enter one or a list of BP tax rules, separated by a comma, to include all sales invoices or credit notes that match at least one tax rule in the list. If you do not enter a value, the report includes all EU invoices or credits notes regardless of the tax rule. |
Prerequisites
List of criteria
Parameter | Parameter title | Type |
|---|---|---|
cpydeb | Company | |
sitedeb | Site range | |
datedeb | Date range | D |
taxrule | Tax rule | A |
Description of the report
The report header displays the period range for goods and for services.
For each EU customer, the report displays the following columns:
- Country code
- Customer's VAT registration number
- The total value of goods and services sales in GBP
- Indicator: 3 when the account is set to a sale of services; 2 when the shipment source is purchase order + direct to customer; 0 for all other cases