Importing and exporting VAT records

You can export your VAT records as a CSV file for reporting purposes, or to use as a template for importing new records in bulk.

Exporting VAT records

1. Go to Setup > VAT.

2. Select Export from the Actions menu.

3. Choose one of the following options:

   • To export your existing VAT data, select Include data.

   

   • To download a blank template for importing new records, deselect Include data.

4. Click Download. The file is saved to your device.

Importing VAT records

Before importing, export a blank template (see above) and fill in your VAT record data.

1. Go to Setup > VAT.

2. Select Import from the Actions menu. The VAT Import page appears.

3. Click Find File and select your completed CSV file.

4. Click. Import.