Value Added Tax Detail (Inquiry)

Additional Information

The Value Added Tax Detail Inquiry allows you to generate tax information necessary to complete tax documents for the appropriate tax authorities. The inquiry queries the Value Added Tax detail records that are updated by the Value Added Tax Return Criteria. The inquiry lists Value Added Tax transactions selected either by Tax Point Date or Posting Period, or both.

The VAT Detail Inquiry provides the ability for the user to aggregate (group), sort, filter and export Value Added Tax information to better enable them to report taxes due to appropriate taxing authorities.

Restrictions

The inquiry includes the following default restrictions:

  Restriction Description
Currency Type Enter or select the type of currency to display on the inquiry. This field defaults to Company Currency, but available options include Base Currency, Company Currency, and Document Currency.
  Tax Authority Enter or select one or more tax authorities to control the tax item selection.
  Tax Code Enter or select one or more tax codes to control the tax item selection.
  From Tax Point Date Enter or select a tax point date. This is the first date in the date range to include tax items.
  To Tax Point Date Enter or select a tax point date. This is the last date in the date range to include tax items.
  From Posting Period

Enter or select a posting period. This is the first date in the date range to include tax items.

  To Posting Period Enter or select a posting period. This is the last date in the date range to include tax items.

For a list of the optional restrictions, see ClosedValue Added Tax Detail Inquiry Optional Restrictions.

The following optional restrictions are available:

  • Company
  • Currency
  • Document Date
  • Document Number
  • Document Type
  • Employee / Vendor / Client
  • External Reference Number
  • Project
  • VAT Return Date

Results

The inquiry contains a single level of VAT detail information, presented by VAT Type and summarized by Tax Code. Also presented are: VAT Type, Tax Code, Tax Name, Document Number, Document Type, Document Date, Tax Point Date, Posting Period, EVC Type, Employee / Vendor / Client Name, Currency Code, Pretax Amount, Tax %, Tax Amount, Report %, Report Amount, Correction. ClosedValue Added Tax Detail Inquiry Optional Columns.

The following optional columns of information are available:

  • Company Code
  • Company Name
  • Document Source
  • Document Suffix Code
  • Document Suffix Name
  • Effective Tax %
  • Employee / Vendor / Client Code
  • External Reference Date
  • External Reference Number
  • Financial Description
  • Input Tax Amount
  • Net Tax Due
  • Output Tax Amount
  • Post Tax Amount
  • Posting Date
  • Project Code
  • Project Description
  • Project Name
  • Tax Authority Code
  • Tax Authority Name
  • Tax ID
  • Tax ID Type Code
  • Tax ID Type Name
  • Tax Variance
  • VAT Return Date