VAT report

If your organisation is VAT-registered, the VAT report prepares the quarterly return.

Run the report

1. Open Reporting → Financial → VAT report.
2. Pick the VAT quarter.
3. Optionally filter by site or organisation.
4. Run.

What it shows

The report is structured to match HMRC's VAT return boxes:

• Box 1 — VAT due in this period on sales and other outputs.
• Box 2 — VAT due in this period on acquisitions from EU member states (legacy).
• Box 3 — Total VAT due.
• Box 4 — VAT reclaimed on purchases.
• Box 5 — Net VAT to pay or reclaim.
• Box 6 — Total value of sales excluding VAT.
• Box 7 — Total value of purchases excluding VAT.
• Box 8 — Total value of EU sales (legacy).
• Box 9 — Total value of EU acquisitions (legacy).

Each box drills into the underlying invoices, bills and journals.

What is VAT-able in property management?

It depends on whether the supply is to a leaseholder (residential) or to a commercial tenant:

• Residential service charges are usually exempt from VAT.
• Commercial service charges are usually standard rated.
• Ground rent is usually outside the scope.
• Insurance recharges are usually exempt.
• Management fees are usually standard rated to the agent.

Speak to your VAT advisor for definitive treatment.

Tax rates configuration

The tax rates that drive the report are set under Settings → Financial settings → Tax rates. PropLink seeds the standard UK rates; you customise for transitional rates or non-UK rates.

Making Tax Digital

Filing the VAT return directly through PropLink (via HMRC's Making Tax Digital API) is on the roadmap. Until then, copy the box values into your accounting system or HMRC's online service.

Export

PDF for filing record, CSV for spreadsheet handover to your VAT advisor.