/visma-net-erp/help/vat/configure-vat-reports/configure-a-vat-report section You use the Reporting settings (TX205100) window to configure the content of a VAT report, and to specify the rules of accumulating the data in the report lines. 2026-02-19T17:09:06+01:00 # Configure a VAT report You use the Reporting settings (TX205100) window to configure the content of a VAT report, and to specify the rules of accumulating the data in the report lines. For more information: [Reporting settings (TX205100)](/visma-net-erp/help/vat/vat-windows/reporting-settings-tx205100/). ## Before you proceed Before you configure the VAT report, make sure that: + The tax agency account has been properly defined. + All required taxes (that is, those to be reported on) have been created in the system. ## Configure a VAT report 1. Go to the [Reporting settings (TX205100)](/visma-net-erp/help/vat/vat-windows/reporting-settings-tx205100/) window. 1. In the **Tax agency ID** field, select the tax agency account for which you want to configure a VAT report. 1. On the **Report lines** tab, do the following for each line of the VAT report that you want to create: 1. Click . 1. In the **Update with** column, select the type of amount that should be accumulated in the line, **VAT amount** or **Taxable amount**. 1. In the **Update rule** column, select the rule that indicates how transactions related to sales or purchases should update the amount in this line. The following options are available: + **+Output–Input**: Select this rule if you need to accumulate the difference between the VAT amount or taxable amount that should be paid to the tax agency and the amount that should be claimed from a tax agency. + **+Input–Output**: Select this rule if you need to accumulate the difference between the VAT amount or taxable amount that should be claimed from a tax agency and the VAT amount or taxable amount that should be paid to the tax agency. 1. Optional: In the **Description** column, enter a clear description of the amount accumulated in this line. 1. Optional: In the **VAT zone ID** column, select a VAT zone if you want the VAT amount or taxable amount in the line to correspond to the selected VAT zone only. 1. Optional: Select the **Detail by VAT zones** check box in the line to generate the detail lines that display a VAT amount or taxable amount of this line for each of the possible VAT zones. (For example: The VAT amount on sales for the period will be divided into multiple amounts that correspond to the zones of sales.) > [!NOTE] > To view these detail lines, you need to select the **Show VAT zones** check box in the selection area of this window. 1. Optional: Select the **Net tax** check box if you want the system to generate the invoice upon release of the VAT report. > [!NOTE] > This line will be updated when a VAT adjustment document is released for an open VAT reporting period. 1. Optional: If you have configured this line to accumulate an amount just for test or control purposes but need to exclude it from the VAT report during its generation, select the **Hide report line** check box. 1. Optional: If you want to create your own numeration of the lines in the report window, enter the appropriate number into the **VAT field number** column. 1. On the **Reporting groups** tab, create each reporting group as follows: 1. Click . 1. In the **Name** column, enter an appropriate name for the reporting group being created. 1. In the **Group type** column, select one of the following types of reporting group: + **Output**. For taxes payable to a tax agency + **Input**. For taxes claimable from a tax agency 1. Click . The VAT report is configured for the specified tax agency. ## Configure a reporting group Now you need to link all the created entities to one another as follows: 1. Add appropriate report lines to each reporting group by using the [Reporting groups (TX205200)](/visma-net-erp/help/vat/vat-windows/reporting-groups-tx205200/) window in the following way: 1. Go to the [Reporting groups (TX205200)](/visma-net-erp/help/vat/vat-windows/reporting-groups-tx205200/) window. 1. In the **Tax agency ID** field, select the tax agency for which a VAT report is to be configured. 1. In the **Reporting group** field, select the reporting group into which you need to add the report lines. 1. In the table toolbar, click **Add row**, and in the **Report line** column, select the appropriate line from the list. Repeat this step for each required line. 1. Click . 1. Associate a reporting group with a particular VAT entity by using the [VAT (TX205000)](/visma-net-erp/help/vat/vat-windows/vat-tx205000/) window in the following way: 1. Go to the [VAT (TX205000)](/visma-net-erp/help/vat/vat-windows/vat-tx205000/) window. 1. In the **VAT ID** field of the **VAT settings** tab, select the **VAT**. 1. On the **VAT schedule** in the **Reporting group** column, select the appropriate reporting group from the list of available groups. 1. Click . Perform the following tasks: 1. Add report lines with a reporting group. In the [Reporting groups (TX205200)](/visma-net-erp/help/vat/vat-windows/reporting-groups-tx205200/) window, select a tax agency, select a reporting group, and in the table, add the lines of the VAT report that should be updated by the specified reporting group. 1. For each VAT, open the VAT in the [VAT (TX205000)](/visma-net-erp/help/vat/vat-windows/vat-tx205000/) window, and in the **VAT schedule** tab, associate the VAT with the appropriate reporting group. Therefore, this VAT (that is, the VAT amount and taxable amount calculated in the sales or purchase document) will be distributed into the lines of the VAT report specified in this reporting group. Now the VAT report configuration process is completed, and you can prepare a VAT report for an open reporting period. You can reconfigure the VAT report settings right before preparing a VAT report.