Checking Invoice Distribution for VAT Refunds and Offsets
When you prepare a VAT refund or offset, the real work is seeing clearly which invoice's VAT came from which supplier and at which rate. Here's how to check that distribution at the line level.
The Visibility Problem in Preparation
Preparing a refund or offset means getting a clean view of the purchase-invoice VAT for the period in question: by rate, by supplier, and as a period total. When invoices sit in a single pool, that distribution stays scattered — and checking it means opening documents one by one.
The Manual Way: Sorting Invoices by VAT
The classic approach: open the period's invoices, transfer their VAT into a table by rate, group it by supplier, and work out the period total. Mechanical, but error-prone:
- Separating each invoice's VAT line by hand
- Placing different rates into the correct bucket
- Totaling by supplier
- A single skipped line silently shifting the period total
A single overlooked item silently distorts the refund or offset distribution. The more visible the distribution, the easier the control.
Seeing the VAT Distribution at the Line Level
Upload your purchase e-invoices (PDF or HTML). The system extracts the VAT rate and amount on every line.
The VAT distribution by rate, VAT by supplier, and the period total all arrive on a single screen. How much VAT sits at each rate is clear at a glance.
Examine the distribution on the dashboard, download it as Excel, and share it with your accountant. The control and cross-verification step of the preparation gets easier.
What You See
- VAT distribution by rate: The period's VAT broken down by rate.
- VAT by supplier: How much VAT came from which supplier.
- Period total: The total, for control and reconciliation.
- Line detail: Drilling down to the item level when needed.
Manual vs. Automatic: The Practical Difference
| Step | Manual | With EFaturaFlow |
|---|---|---|
| VAT separation | Line by line, by hand | Automatic |
| Distribution by rate | Manual grouping | Ready |
| VAT by supplier | A separate pivot | Ready |
| Output | Manual Excel | Dashboard + Excel |
For more detail, take a look at the sample dashboard, and see the plans on the pricing page.
See Your VAT Distribution
Upload your period's invoices and review the VAT distribution by rate and supplier on the dashboard.
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