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The tax journal

List every booking that carries a tax code for a filing period, filtered by quarter, half-year or a quarter range and optionally by VAT digit, then export it.

The tax journal (MwSt Journal) lists the bookings behind your VAT figures — every finance operation that carries a tax code — so you can check exactly which entries make up a position on the tax report.

Open the tax journal

Go to Finance → Tax journal. Each row shows the booking number, date, amount, tax amount, currency, the source and target accounts, the reference and text, the tax code and its VAT digit (the form position it reports to).

The Tax journal list showing bookings with number, date, amount, tax amount, currency, accounts, tax code and digit, with the period and digit filters above.
The Tax journal list showing bookings with number, date, amount, tax amount, currency, accounts, tax code and digit, with the period and digit filters above.

Filter the entries

  • Period — choose a quarter, a half-year, or a quarter range (from one quarter to another). The available periods follow your VAT billing type.
  • Digit — enter a VAT digit to show only the bookings that report to that position of the tax form.

Export

Use the export action to produce a tax journal document. Like the tax report, the export is prepared as a background job and delivered when it's ready, so you can keep working.

Related: Finance. See also The tax report, Tax codes and rates and The accounting journal.

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