Custom VAT Report Manager.io

Job ID: 39957791

Budget: $10 – $30 USD

I rely on Manager.io for my bookkeeping and need a straightforward way to pull a VAT Report that matches our local filing format. The built-in template isn’t quite right, so I’m looking for someone who knows Manager.io’s Custom Reports and can set up a simple, reusable VAT report for me.

The report I need:
The report simply needs to contain the following per transaction line:
VAT Category (E.g. VAT 15%)
Date Description Tax Code Tax Amount Amount

Description: the description entered when creating/editing a Receipt/Payment.
VAT Category; VAT 0% and VAT Exempt also included (both 0% tax rate).

If you’ve already built VAT returns or other custom financial statements in Manager.io, I’d love to see an example or screenshot. Let’s get this basic report up and running so I can file confidently next period.
Related categories: Accounting Excel Bookkeeping Xero Tax Reporting