VAT Filing

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In Zoho Books, VAT Filing can be done in any one of the following time periods:

This time period is allotted when you register for VAT. You would have selected this time period in Zoho Books while setting up your organization. Reports in Zoho Books are auto-generated based on all your sales and purchase transactions. There are two reports:

Tax Returns

The Tax Returns report is a comprehensive summary of your VAT returns. This report contains a list of tax returns files which are generated for specific time periods.

The actions that you can perform in this report are:

The Tax Returns report generated in Zoho Books follows the standards and specifications mentioned by the ZATCA.

Generate the Tax Return

To generate the tax return file:

Generate Vat Return

View the Tax Return

To view the tax return file:

Vat Return

The tax return file consists of the following sections:

VAT on Sales
Vat on Sales
VAT on Purchases
Vat on Purchases
Net VAT due
Vat Net due

You can delete an unfiled tax return that you’ve generated by clicking the Trash icon next to it.

Learn more about VAT Returns

Delete Vat Return

Export/Download File

You can download or export the tax return file as a PDF. Here’s how:

Vat Return PDF

Mark the Tax Return as Filed

After you’ve downloaded and filed your tax return, you can mark it as filed in Zoho Books. Here’s how:

Mark as Filed File tax Return

VAT Audit Report

The VAT Audit Report contains all the transactions that are carried out under VAT. It contains a list of ZATCA audit files which are generated for specific time periods. The ZATCA has mandated this report for audit purposes, i.e. to ensure that all the transactions pertaining to VAT are correctly recorded and calculated. The VAT Audit Report in Zoho Books follows the standards and specifications mentioned by the ZATCA.

Generate VAT Audit File

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

Generate Audit File Generate Return Date

Upon generation, an email will be sent to your registered email address. You’ll also get a notification in the Bell icon on top of your Zoho Books home page.

Download the VAT Audit File

After you have generated a VAT audit file for a specific time period, you can download it in the CSV format. Here’s how:

Vat Audit Report

This is how a VAT audit file will look like:

Vat Audit Report Doc

Next
Tax Payment

Related
VAT Set-up
Customers and Vendors
Items
VAT in Transaction

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