I am trying to created a new VAT Calculation Sheet using Report Transformation but the fields in the second column dropdown do not include any relevant fields. [VAT] How do I get the Net Sales VAT etc into the form? Am I missing something simple? Thanks

[image] and then carry out the steps as indicated in post #4

Thanks Mark. Following your instructions still gives me a report transformation as shown in my first post.

you do not have to go to Settings → Report Transformations. the report transformation is already available as part of your UK localization. to generate a report for any specific period, you need to go to Reports → VAT Calculation Worksheet

@mpb okay i see now what the problem is. checked the UK localization file and the report transformations still fetch data using the custom fields for tax codes. this was recently changed and Reporting Categories were introduced. [image] India @sharpdrivetek there is now n…

When I create a new business there is a report transformation available. How do I get one for an existing business the same as the new business? If I have to add new tax categories I would have to create new tax codes and have to change many existing transactions i.e. I have a VAT 20% that covers sa…

If you created a new business, the necessary tax codes should be present as part of the localization. Just be sure you specify the country as you add the business. See the Guide: Add a new business | Manager . You would also be wise to drop your focus on report transformations. Since there is a loca…

I am not adding a new business. I am trying to get it to work for existing businesses.

[image] mpb: I am not adding a new business. You just wrote that you were: [image] mpb: When I create a new business there is a report transformation available.

I created a new business when I was testing on the advice of the previous posts. If I select United Kingdom localisations from the list of countries a new business is created and that appears to have a report transformation with it.

as suggested you could discuss and give feedback on the dedicated localization topic for UK. [image] mpb: If I have to add new tax categories I would have to create new tax codes and have to change many existing transactions i.e. I have a VAT 20% that covers sales and purchases but I can only a…

VAT Report Transformation UK

Topic		Replies	Views
VAT Calculation Sheet - Report Transformation	10	878	July 12, 2021
Report Transformations - No-code development platform	82	4104	December 13, 2021
UK Vat Return has lost MTD export option	32	1238	July 21, 2021
VAT Calculation Worksheet - Report Transformation	6	663	September 22, 2021
Ireland	76	3096	December 3, 2021

VAT Report Transformation UK

Related topics