## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/bh/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Tax Reports

Tax Reports are generated for the reporting period you select while [setting up VAT](https://www.zoho.com/bh/books/help/vat-bh/set-up-taxes.html) for your organization. These reports are generated based on all your sales and purchase transactions, and are in compliance with NBR standards.

## VAT Return

A VAT Return Report summarises the VAT collected on sales and the VAT paid on purchases during a specific tax period. It helps you review your VAT liability and file your VAT returns accurately with the tax authority.

To view this report:

*   Go to **Reports** on the left sidebar.
*   Select **Tax Returns** under _Taxes_.

![Tax Reports](/bh/books/help/images/reports/bh-1.png)

This report contains the following columns:

**Column**

**Description**

**Status**

Indicates whether the VAT return has been filed.

**VAT Returns**

Displays the filing period for which the VAT return was generated.

**Filed On**

Displays the date on which the VAT return was marked as Filed.

**Total Tax Payable**

Displays the total VAT amount payable to the tax authority for the filing period.

**Total Tax Reclaimable**

Displays the total VAT amount that can be reclaimed or carried forward as a VAT credit for the filing period.

**Balance Due**

Displays the outstanding VAT payable amount or the reclaimable VAT balance associated with the return.

You can click a **VAT Return** to view its detailed summary. When you select a VAT return, the report displays the following sections:

### VAT on Sales

This section displays the VAT collected on your sales transactions for the selected filing period. Any adjustments made to previously reported sales transactions are also displayed here.

![Tax Reports](/bh/books/help/images/reports/bh-sales.png)

### VAT on Purchases

This section displays the VAT paid on your purchases and expenses for the selected filing period. Any adjustments made to previously reported purchase transactions are also displayed here.

![Tax Reports](/bh/books/help/images/reports/bh-purchase.png)

### Net VAT Due

This section displays the VAT payable or recoverable amount for the selected filing period.

![Tax Reports](/bh/books/help/images/reports/bh-netdue.png)

### Generate VAT Returns

You can generate a VAT return for a filing period and review the tax details before filing it. To generate a VAT return:

*   Go to **Reports** on the left sidebar.
*   Select **Tax Returns** under _Taxes_.
*   Click **Generate VAT Return** on the top right corner.

![Tax Reports](/bh/books/help/images/reports/bh-generate-return.png)

*   In the _Tax Return Reporting Period_ pop-up, select the **Start Date** and **End Date** for which you want to generate the tax return and click **Generate**.

![Tax Reports](/bh/books/help/images/reports/bh-retuen-popup.png)  

**Note:**You cannot generate a new tax return until you mark the previous return as filed.

### Mark a Tax Return as Filed

After filing your VAT return with the tax authority, you can mark it as filed in Zoho Books.

To mark a VAT return as filed:

*   Go to **Reports** on the left sidebar.
*   Select **Tax Returns** under _Taxes_.
*   Click a **VAT Return**.
*   In the next page, review the tax details and click **Mark as Filed** on the top right corner.

![Tax Reports](/bh/books/help/images/reports/bh-return-filed.png)

*   In the _File Tax Return_ pop-up that appears, select the **Date of Filing**.
*   Check the **Carry Forward Reclaimable Amount** option to carry forward the reclaimable VAT amount from the current return to the next VAT filing period.
*   Click **OK** to confirm.

![Tax Reports](/bh/books/help/images/reports/bh-filed-popup.png)

**Note:**Marking a return as filed only updates its status in zoho books. you must submit the vat return separately to the tax authority. 

### Record a VAT Claim

If your VAT return results in a negative Net VAT Due amount, indicating a VAT credit, you can record a VAT claim to reclaim the amount from the tax authority. Here’s how:

*   Go to **Reports** on the left sidebar.
*   Select **Tax Returns** under _Taxes_.
*   Click the dropdown next to the _VAT Return_ for which you want to record a VAT claim, and select **Record Claim**.

![Tax Reports](/bh/books/help/images/reports/bh-claim.png)

*   In the pop-up that appears:
    
    *   Select the account to which the claim is **Deposit To**.
    *   Select the **Payment Date**.
    *   Enter the **Amount Reclaimed**.
    *   Select the **Location**.
    *   Click **Save.**

![Tax Reports](/bh/books/help/images/reports/bh-claim-popup.png)

### Record a VAT Payment

If your VAT return results in a positive Net VAT Due amount, indicating VAT payable, you can record a payment for the return. Here’s how:

*   Go to **Reports** on the left sidebar.
*   Select **Tax Returns** under _Taxes_.
*   Click the dropdown next to the _VAT Return_ for which you want to record a VAT Payment, and select **Record Payment**.

![Tax Reports](/bh/books/help/images/reports/bh-payment.png)

*   In the pop-up that appears:
    
    *   Select the **Paid Through** account.
    *   Select the **Payment Date**.
    *   Enter the **Amount Paid**.
    *   Select the **Location**.
    *   Click **Save**.

![Tax Reports](/bh/books/help/images/reports/bh-payment-popup.png)

* * *

## VAT Audit Report

The VAT Audit Report contains detailed VAT-related transactions recorded during a specific period. You can use this report to review the transactions included in your VAT returns and maintain records required for audit purposes.

To view your VAT Audit Report:

*   Go to **Reports** on the left sidebar.
*   Select **VAT Audit Report** under _Taxes_.

![Tax Reports](/bh/books/help/images/reports/bh-audit-1.png)

The report contains the following columns:

**Column**

**Description**

**Audit Start Date**

The start date of the period included in the VAT audit file.

**Audit End Date**

The end date of the period included in the VAT audit file.

**Generated By**

The User who generated the VAT audit file.

**Generated Date**

The date on which the VAT audit file was generated.

**Audit File**

Download the generated VAT audit file for the selected audit reporting period.

### Generate VAT Audit File

You can generate a vat audit file for a specific time period. Here’s how:

*   Go to the **Reports** on the left sidebar.
*   Select **VAT Audit Report** under _Taxes_.
*   Click generate **NBR Audit File** on the top right corner.
*   In the _VAT Audit Report_ pop-up, select the **Tax Return** for which you need your audit file to be generated and click **Generate**.

![Tax Reports](/bh/books/help/images/reports/vat-audit-report-popup-final.png)

The file may take a few minutes to generate. During this time, its status will be displayed as **Generation in Progress**. Once the file is generated, the status will change to **Download**, and you can download it in CSV format. Here’s how:

*   Click the **Download** icon next to the generated file.

![Tax Reports](/bh/books/help/images/reports/bh-audit-download.png)

The VAT Audit File will be downloaded to your device.