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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / UK VAT 100
Finance | Project Operations, Human Resources, ...
Suggested Answer

UK VAT 100

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Posted on by MR-22051931-0 6
Hi
 
New to D365 F&O, how do I download the data that populates boxes 1 to 9 on UK VAT return?
 
Need to provide evidence of Turnover to audit and cannot find a report that generates that within the Tax module.
 
Thanks for your support and guidance 
 
Martin
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at
    To extract detailed data populating Boxes 1 to 9 on the UK VAT 100 return in Dynamics 365 Finance and Operations (D365 F&O) and provide turnover evidence for audit, follow this structured solution:

    ✅ Step-by-Step: Export VAT 100 Box Data

    1. Navigate to VAT 100 Report

    • Path: Tax > Declarations > Sales tax > VAT 100 report
    • Select your VAT return period.
    • Generate the report to view the summary values for Boxes 1 to 9.

    2. Identify Reported Transactions

    The VAT 100 report does not natively allow drilling into the transactions behind each box. To extract these, follow the next steps.

    ✅ 3. Use the "Sales tax payments" Report

    This gives detailed postings per tax code and account. It helps trace how values got into the VAT 100.
    • Path: Tax > Inquiries and reports > Sales tax payments
    • Select:
      • Settlement period
      • From/To dates (matching the VAT 100 report)
    • Choose View details on the lines.
    🔎 You'll get:
    • Customer/vendor
    • Invoice/journal
    • Tax code
    • Tax base
    • Tax amount
    Export via Excel.

    ✅ 4. Use "Sales tax transactions" Inquiry

    This gives you full visibility into all VAT-related transactions.
    • Path: Tax > Inquiries and reports > Sales tax transactions
    • Filter by:
      • Posting date range
      • Tax codes included in VAT 100
    • Use “Export to Excel”
    🧾 Include these columns:
    • Voucher
    • Date
    • Account (Customer/Vendor)
    • Tax amount
    • Tax base amount
    • Tax code
    • Sales tax direction (Purchase or Sales)

    ✅ 5. Optional: Electronic Reporting for Full Breakdown

    If you need repeatable export logic, consider using or customizing Electronic Reporting (ER):
    • Navigate to: Organization administration > Electronic reporting > Electronic reporting configurations
    • Use or create a report format based on the VAT declaration model.
    • Export to Excel/PDF/XML as needed.
    🛠️ This requires ER knowledge or help from a technical consultant.

    ✅ 6. For Turnover Evidence (Box 6):

    • Box 6 = Total value of sales and other outputs, excluding VAT.
    • You can validate Box 6 by:
      • Exporting Posted customer invoices
        • Accounts receivable > Inquiries and reports > Customer invoice journal
        • Filter by VAT period
      • Or using General ledger > Trial balance, filtered by main accounts relevant to sales turnover (e.g., 4000 range in UK CoA)

    📌 Summary

    Box Data Source
    1-5 Sales tax payments / Sales tax transactions
    6 Customer invoice journal / Trial balance (Revenue accounts)
    7-9 Purchase side via similar transaction reports / vendor invoices

    🔒 Audit Evidence Package

    To support your audit, package:
    • VAT 100 report (PDF/screenshot)
    • Exported transaction details (Excel)
    • Trial balance or revenue reports
    • Reconciliation notes showing how Box 6 was derived

     
  • Community member Profile Picture
    Community member 2 on at

    Yes, you can pull the data behind Boxes 1–9 on the UK VAT 100 return in D365 F&O by combining the VAT 100 summary with transaction-level reports:

     

    1. Run VAT 100 Report

      Tax > Declarations > Sales tax > VAT 100 report – Select period, generate PDF for summary.


    2. Get Transaction Details

      Use Sales tax payments (Tax > Inquiries and reports > Sales tax payments) or Sales tax transactions (Tax > Inquiries and reports > Sales tax transactions) – filter by VAT period, export to Excel.


    3. Turnover (Box 6)

      Validate with Customer invoice journal or Trial balance filtered on revenue accounts.


    4. Audit Pack

      Include: VAT 100 PDF, detailed exports, and reconciliation showing how each box is derived


      5.  

    This approach keeps HMRC’s format while giving auditors the transaction-level evidence they expect.

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