VAT and the financial reports
Profit and loss, the balance sheet and the VAT return, built from what is already booked.
A report in IDup is a view of the ledger for a period, not a document you assemble. That means it is only as good as the bookings underneath — and it is immediately as good as they are.
Where to find itAccounting → Reports (GuV/Bilanz/MwSt), plus Reports & analytics → Reports.
Step by step
- Open the accounting reports page and choose the period.
- The profit and loss statement shows income against costs for that period.
- The balance sheet shows what the business owns and owes at the end of it.
- The VAT report shows the tax collected and the tax paid, which is what a VAT return is built from.
- Export the report if your accountant wants it outside IDup.
The wider report set
Reports & analytics → Reports adds the commercial views: sales, expenses, expenses against income, leads, the yearly and monthly activity reports, timesheets and knowledge-base usage. ReportPlus and Report builder let you define your own — see Reports and report builders.
Getting VAT right from the start
- Set your tax rates once under the tax settings; every invoice and expense then offers them.
- Give each expense a category that maps to the right account — that is what makes input tax correct.
- Check the VAT report before filing, not after: it is the same data your filing will use.
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