# VAT

### **Report Module Guide: VAT Report**

#### **Module Location**

#### Accounts Receivable > Report > VAT

#### **Module Objective**

#### The **VAT (Value Added Tax) report** module is used to generate a report that details all transactions related to Value Added Tax (VAT). This report can separate **Input VAT (VAT In, from purchases)** and **Output VAT (VAT Out, from sales)**, and it serves as the primary data source for the preparation and reporting of the monthly VAT Return (SPT Masa PPN).

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing various parameters to customize the VAT report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/402image.png)

#### Here is an explanation for each parameter:

- #### **Date**:
    
    
    - #### Specify the **Start Date** and **To Date** range to define the tax period to be reported (e.g., August 1, 2025, to August 31, 2025).
- #### **Status**:
    
    
    - #### Use this dropdown to filter transactions by their status.
- #### **Currency**:
    
    
    - #### Choose how currency values will be displayed in the report.
- #### **View**:
    
    
    - #### This is the key filter to determine the type of VAT report you want to see:
    - #### **All**: To display all VAT transactions, both Input and Output.
    - #### **Vat In**: To display a report specifically for Input VAT (from purchases).
    - #### **Vat Out**: To display a report specifically for Output VAT (from sales).

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need, especially defining the **Date** range and the type of report in the **View** section.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ZJximage.png)  
  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ppQimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the VAT report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/jxoimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/TxEimage.png)

### **Tips & Important Notes**

- #### This report is the primary data source for the **Tax and Customs** team to prepare the **monthly VAT return**.
- #### Run this report separately for **Vat In** and **Vat Out** to get the summaries needed for filling out the tax return forms.
- #### To ensure the accuracy of this report, make sure all sales and purchase invoices that include VAT have been recorded correctly in the system.