Problem:
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VAT Return document values differ from
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detailed
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tax reports while using Tax Groups.
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Solution:
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Tax Groups members should be updated each tax quarter.
Follow the steps to fix the issue.
1. Go to Taxes > Master Data > Tax Groups:
2. Open Tax group Group and go to History section:
3. Create a new item with parameters:
- Period - the tax quarter start date
- Tax Group - select the tax group
- Tax Group Members select the entities that are included in Tax group
Press Save and Close:
4. Next quarter, please use copy Copy option and put only the new period date only:
5. As changes are done, please refill the VAT Return document :
This report creates the VAT return for and check Details..
VAT Return is filled according to the updated Tax Group, and the total amount amounts in VAT Return boxes will be are equal to the total amount in detailed Tax Reports.Thanks :
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# quarter update quarterly tax group issue