Adding an element to VAT invoice manually
The list of VAT invoice items is composed of the following columns:
VAT Rate – tax rate selected for a given document. The rate must be first entered into the system
Subtotal – invoice value before tax
VAT Amount – tax value
Total – invoice subtotal value increased by tax value
Description – transaction description
Currency – currency in which a given transaction was registered
Account – account to which an invoice was registered
In Tax Return – informs about the month of tax return in which the invoice was included
VAT parameters panel
The values presented below are predefined:
o Transaction Type
o VAT Deductions
o VAT-7 Declaration
o Type
To add an invoice element manually follow these steps:
- Step one
Select VAT rate for the element being added. The downwards arrow drops down the list of VAT rates defined in the system. Select one of them.
- Step two
In the list, select subtotal value manually or with the use of arrows.
VAT and total amounts will be calculated automatically by the system.
The currency of the element of the invoice being issued in the system currency will be automatically recalculated into the system currency.
- Step three
Select a subaccount in which the invoice will be saved.
- Step four
Select the period of VAT declaration. The date can be entered manually or selected from the built-in calendar.
- Step five
Select VAT parameters.
Note: VAT parameters specified for VAT invoice element are red framed. If these parameters differ from those specified on the VAT invoice itself, the parameters on the invoice cannot be changed.
VAT parameters different for VAT invoice and its element.
Upon adding all elements to the invoice, click [Save] in the VAT Invoice button group. The invoice will appear in the list of VAT invoices.