How to use the My Transactions page

Let's explore how to navigate and use the My Transactions page effectively to manage your VAT returns.

Finding My Transactions

You can access My Transactions through the document icon in the left navigation menu.

Understanding the My Transactions view

Once you're in, you'll see your transactions organized by period, with the current period at the top and your three previous periods below it. Looking for older periods? Simply click "Show more" at the bottom of the page.

Pro tip: Click the + icon by any of the reporting periods to see all relevant returns for the period.

Managing Your Returns

When you click on any of the periods, you will see the relevant returns for the month showing:

• The country name

• The amount payable in local currency

• A progress bar showing the jurisdiction’s current status

Digging deeper

Open any of the jurisdictions to see the returns for the period

Status Indicators

The progress bar uses colors to help you quickly identify where each return stands:

• Blue: Ready for approval

• Orange: Requires attention (an error has been detected and needs to be corrected)

• Light green: Approved

• Dark green: Submitted to tax authorities

Payment Details

Need payment information? Simply hover over any payable amount - it will change to "See payment details." Click this to view complete payment instructions.

Approving Your Returns

You have several options for approving returns:

• Approve individual returns using the "Approve" button

• Use "Approve all" at the country level to approve all returns for a specific jurisdiction

• Select "Approve all" at the period level to approve all returns in all jurisdictions for the period.

Additional Features

The page offers several helpful viewing options:

• Filter between "All", "Active", or "Submitted" returns

• Switch between period and country views

• Search for specific periods or countries

Need to make changes? The "Back to data upload" button is always available to help you modify your data.

FAQ

How can I see the transactions and files used in the calculation of a VAT return?

You can just click on the VAT return line and you will see several items to download:

The Submission Analysis is an excel file containing all transactions that were used in the calculation of your return, along with how it was categorized and where it was reported in the VAT return.

Where do I find the proof of submission of my return?

Similar to the above, if a return has been submitted, you can download the submission proof for your records.