Reverse Charge Customer Invoices Report - UK and IE Only

Overview

Generate a report to see how much reverse charge tax was applied to customer invoices over a set period. This is useful for verifying and reconciling reverse charge VAT between Simpro Premium and your accounting package.

A screenshot of the Reverse Charge Customer Invoices report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Go to Sales > Reverse Charge Customer Invoices.
  3. Enter a date range in the Date Issued field.
  4. Enter a specific Invoice Number, Customer name or select a specific Customer or Site required.
  5. Click Search.

The customer invoices that contain reverse charge tax are displayed in the table.

The following columns are displayed in the report.

Invoice No. The invoice number assigned in Simpro Premium. Click to open the invoice.
Job The job number and name assigned in Simpro Premium. Click to open the job.
Invoice Date The date the invoice was issued.
Customer

The customer associated with the invoice. Click to open the customer card file.
Site

The site associated with the invoice. Click to open the site card file.
Sub Total The Sub Total of the job.
Retention The retention value of the invoice.
Total (Ex Tax) The total amount on the invoice, excluding tax.
Tax The tax amount applied to the job.
Reverse Charge Tax The amount of reverse charge tax applied.
Total The invoice total, including tax.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.