What you need to do before creating VAT return

1. Go to Accounts > Settings.
2. Choose the tab «VAT Settings».

Here you can:

• Activate/deactivate the different VAT codes.
• Enter «VAT-status». Are you registered, applying for admission, or not registered?
• Choose a period for reporting VAT

The basis of the VAT return is dependent on the recorded vouchers in the period.
For the entries to be included in the VAT return, you have to use the correct VAT code.

Read more about how to use VAT codes in Tripletex here (This article has not been translated yet).

If you have activated «Requires reconciliation» for one or multiple bank accounts, you need to reconcile your bank before you can create the VAT return.

You can check which accounts require reconciliation like this:

1. Go to Accounts > Chart of accounts.
2. Click on the account name in blue.
3. Look for «Requires reconciliation».

Account….. requires reconciliation

You will receive a notice of deviation in the VAT notice if you do not approve the bank reconciliation first.

Click on «Go to bank reconciliation» to go directly to the bank reconciliation that needs to be approved.

There are vouchers in the period that have not been booked

If you have not completed the bookkeeping of vouchers for a period, you will receive a notification that there are vouchers in the period that have not been booked.

Click the link «Go to non-posted vouchers» and handle the vouchers that are applicable for the period in question.

Here you can either choose to mark to send to the general ledger or delete the voucher.

Remember that the period will be locked for bookings once the VAT return has been created.