VAT EU

In this procedure you load bases for reporting of EU statistics, both purchase transactions and sales transactions.

The VAT EU reporting include all trade with countries within EU and is recorded per VAT registration number. For each VAT registration number the following information is shown:

  • Sales of goods

  • Purchase of goods

  • Three-party trading

  • Sales of services

VAT EU reporting in Monitor ERP

The VAT EU report mainly loads data from the Accounting module, but also from the Purchase and Sales modules.

The system loads data from all journals concerning sales to customers and purchases from suppliers that have a VAT registration number belonging to a country within the EU.

Prerequisites for correct VAT EU reporting

For the VAT EU reporting to work, the following applies:

  • Vouchers which are manually registered in the Register vouchers procedure are not displayed in the VAT EU report. Included transactions must be transferred from the customer invoice journal and supplier invoice journal, respectively, to be shown in the report.

  • VAT codes referring to EU trade must be linked to Trade in goods, Services, or Three-party trading in the column called EC sales list in the VAT settings procedure.

  • VAT registration number and Country code must be registered on the customer or supplier, respectively, in the Customer register and Supplier register. The report will include the customers/suppliers whose VAT registration number has a country code belonging to the EU and is posted as EU trade. (Domestic trade is excepted.)

  • Output VAT date

  • Input VAT date

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.