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Thread: Tax Period-Submitted

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    Tax Period-Submitted

    Good day

    I use Pastel Express and forgot to submit one invoice.
    I noticed this after I've already closed the tax period.I have issued the invoice but the changes does not seem to have affected the tax return as the amount due to SARS still reflects the same.
    Is there any way that I can undo this, just so that I can capture the missing invoice
    Maybe there's a setting to undo it

    Appreciate your soonest feedback

    Regards

  2. #2
    Platinum Member Mike C's Avatar
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    Hi Marley29. If you have closed the tax period on Pastel, then it should carry that invoice over into the next tax period.
    An education isn't how much you have committed to memory, or even how much you know. It's being able to differentiate between what you do know and what you don't. - Anatole France

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    Thank you Mike
    I am aware of that yes.
    Is it possible however to change transactions should if the period has been closed off.
    I've read on Sage website you can do this but I was not sure if my version allows this

    Regards

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    Platinum Member Mike C's Avatar
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    Apprarently you can do it via "change - reopen tax period" but mine is greyed on in Pastel Express, so I presume that my version does not allow it.
    An education isn't how much you have committed to memory, or even how much you know. It's being able to differentiate between what you do know and what you don't. - Anatole France

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    Full Member EAB's Avatar
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    The correct way will be to reopen the tax period. If that can not be done I will then do a manual recon of the VAT to be submitted and make sure that I claim the VAT in the current period and not to claim it again in the next period.

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    Thank you so much Mike.
    I tried this option and mine allowed it to be changed.
    I can now change what I need to

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    Thanks so much.

    All sorted

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    Hi Werner

    I've managed to do what I wanted but made a small boo boo along the way.
    I now to submit it manually.
    I'm used to doing things via Pastel and don't have to much experience in doing it manually.
    Is there any way that I can my information to excel and work from there?

    Regards

  9. #9
    Full Member EAB's Avatar
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    Will you not be able to correct the "small boo boo" when you reopen the tax period as you did with the last invoice?

    If not, then when you print the report, you need to select excel from the "Print to" list. One thing to remember is that it just exports the data on the screen as the numbers you see, there are no formulas. So if you you want to add an invoice manually there you need to make sure that your totals add up and carry over.

    As I said in my previous post it is the best to open the period and do the adjustments, manually is only if you have no other choice.

    When you run your next VAT period that transaction will come up in the new tax report. You will then again do the excel export and remove that transaction as it is already in a previous period.

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