This is especially useful for financial audits, tax submissions, or when you're just trying to stay on top of your numbers.
Step 1: Access the VAT Report
Start by logging into your Pabau account and navigating to the Analytics module in the sidebar. Once you're there, locate the VAT Report under the Business category.
If you don’t see the VAT Report, this may be due to user permissions. Please contact your system admin to ensure you have access.
Step 2: Apply Your Filters
At the top of the screen, you’ll see various filtering options. These allow you to customize the report to show only the relevant data:
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Select Date – Choose a date range such as 'Last Year', 'This Month', or define a custom range.
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Select Location – If you have multiple branches, you can focus the report on one location.
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Select Item Name – Narrow it down to specific services or products.
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Select Payment Type – View payments made by card, cash, Stripe, etc.
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Select Employee – Filter by the staff member who delivered the service.
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Select Custom Fields – Include any custom information tied to invoices.
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Select Columns – Choose which columns to display in the results.
These filters are optional, but they help keep your report clear and focused on exactly what you need.
Step 3: Choose the Accounting Basis
Just below the filters, you’ll be asked to choose an Accounting Basis. This determines how your financial data is calculated:
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Default – Based on your clinic’s system settings.
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Accrual – Reflects income when it’s earned, not received.
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Cash – Reflects income when it’s received.
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Accrual & Cash Combined – Offers a side-by-side comparison.
If you're unsure which one to pick, check with your accountant or financial advisor.
Step 4: Run and View the Report
Once all filters and options are selected, click the blue Run button. Your report will populate below with a breakdown of each invoice, including:
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Invoice number
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Service/item name
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Invoice date
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Employee and client
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Payment method
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VAT charged
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Total excluding VAT
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Location
Step 5: Export the Report (Optional)
At the bottom of the screen, you can export the VAT report to suit your needs:
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Export to CSV
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Export to Excel
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Export to PDF
These options make it easy to store, share, or send your report to an accountant.
Now you know how to generate and customize your VAT report in Pabau. Whether you're preparing for tax season, reviewing income across services, or just double-checking your numbers — this report gives you a clear and detailed breakdown in just a few clicks.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.