## Documentation Index

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

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

# VAT Filing

##### ON THIS PAGE

*   [Tax Returns](/sa/books/help/vat-sa/vat-filing.html#tax-return)
    *   [Generate the Tax Return](/sa/books/help/vat-sa/vat-filing.html#gen-tax-return)
    *   [Export/Download File](/sa/books/help/vat-sa/vat-filing.html#export-download)
    *   [Mark the Tax Return as Filed](/sa/books/help/vat-sa/vat-filing.html#mark-tax-return)
*   [VAT Audit Report](/sa/books/help/vat-sa/vat-filing.html#audit-report)
*   [Generate VAT Audit File](/sa/books/help/vat-sa/vat-filing.html#gen-audit-file)
    *   [Download the VAT Audit File](/sa/books/help/vat-sa/vat-filing.html#download-audit-file)

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

*   Monthly
*   Custom

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](/sa/books/help/vat-sa/vat-filing.html#tax-return)
*   [VAT Audit Report](/sa/books/help/vat-sa/vat-filing.html#audit-report)

## 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:

*   **Generate** the tax returns file
*   **Export/download** the file
*   **File** your tax returns
*   **Mark** the tax returns as filed

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:

*   Go to the **Reports** module in the left sidebar.
*   Select **Tax Returns** under **Taxes**.
*   Click **Generate VAT Return** in the top of the page.

![Generate Vat Return](/sa/books/help/images/vat/generate-vat-return.png)

#### View the Tax Return

To view the tax return file:

*   Go to the **Reports** module in the left sidebar.
*   Select **Tax Returns** under **Taxes**.
*   Select any report that you have generated to view the report.

![Vat Return](/sa/books/help/images/vat/vat-return-2.png)

The tax return file consists of the following sections:

##### VAT on Sales

![Vat on Sales](/sa/books/help/images/vat/vat-on-sales.png)

##### VAT on Purchases

![Vat on Purchases](/sa/books/help/images/vat/vat-on-purchases.png)

##### Net VAT due

![Vat Net due](/sa/books/help/images/vat/net-vat-due.png)

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

Learn more about [VAT Returns](/sa/books/vat/guides/vat-returns-ksa.html)

![Delete Vat Return](/sa/books/help/images/vat/delete-return.png)

### Export/Download File

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

*   Go to **Reports** in the left sidebar.
*   Select **Tax Returns** under **Taxes**.
*   Select any tax return that you have generated.
*   Click **Export As** in the top right corner of the report.
*   Select **PDF** to export the file.

![Vat Return PDF](/sa/books/help/images/vat/vat-return-pdf.png)

### 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:

*   Go to **Reports** in the left sidebar.
*   Select **Tax Returns** under **Taxes**.
*   Select any one tax return that you have generated.
*   Select **Mark as Filed** in the top of the report.

![Mark as Filed](/sa/books/help/images/vat/mark-as-filed.png)

*   Click **OK** to confirm.

## ![File tax Return](/sa/books/help/images/vat/file-tax-return.png)

## 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:

*   Go to the **Reports** module in the left sidebar.
*   Select **VAT Audit Report** under **Taxes**.
*   Click **Generate ZATCA Audit File**.

![Generate Audit File](/sa/books/help/images/vat/zatca-audit.png)

*   Select the time period for which you want to generate the returns, i.e., the **Audit Start Date** and **Audit End Date**.
*   Click **Generate**.

![Generate Return Date](/sa/books/help/images/vat/generate-date.png)

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:

*   Go to the **Reports** module in the left sidebar.
*   Select **VAT Audit Report** under **Taxes**.
*   Click **Download** next to a file which has been generated.

![Vat Audit Report](/sa/books/help/images/vat/vat-audit-report.png)

This is how a VAT audit file will look like:

![Vat Audit Report Doc](/sa/books/help/images/vat/vat-audit-report-doc.png)

**Next**  
[Tax Payment](/sa/books/help/vat-sa/tax-payment.html)

**Related**  
[VAT Set-up](/sa/books/help/vat-sa/set-up.html)  
[Customers and Vendors](/sa/books/help/vat-sa/customers-and-vendors.html)  
[Items](/sa/books/help/vat-sa/items.html)  
[VAT in Transaction](/sa/books/help/vat-sa/vat-in-transactions.html)