Chart & Report Features
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Log into My Tax Digital, select a business and click on the Charts & Reports tile.
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The start and end dates for each chart can be changed and the chart will dynamically update.
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Clicking on the “Download CSV” button will generate a report for the current range in the form of a comma-separated values file which can easily be imported into a spreadsheet for further analysis.
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When hovering your mouse cursor over bars in a chart, a tooltip appears displaying both the label and value associated with the bar.
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Charts can be customized by clicking on the bar’s corresponding key in the chart legend which toggles individual bar visibility.
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A print button at the foot of the page allows you to print off the charts or save them as a PDF.
Chart Types
Total VAT Due & Total VAT Reclaimed
This chart visualises historic VAT data submitted to HMRC via the My Tax Digital app. It displays the total VAT due (the sum of boxes 1 and 2) (Box 3), the VAT reclaimed in the period on purchases and other inputs (including acquisitions in Northern Ireland from EU member states) (Box 4) and the Net VAT to be paid to HMRC or reclaimed by you (Difference between boxes 3 and 4) (Box 5) for the selected date range.
Total Sales & Total Purchases (Excl. VAT)
This chart visualises historic VAT data submitted to HMRC via the My Tax Digital app. It displays the total value of sales and all other outputs excluding any VAT (Box 6) and the total value of purchases and all other inputs excluding any VAT (Box 7) for the selected date range.
Total Dispatches & Total Acquisitions (Excl. VAT)
This chart visualises historic VAT data submitted to HMRC via the My Tax Digital app. It displays the total value of dispatches of goods and related costs excluding VAT (Box 8) and the total value of acquisitions of goods and related costs excluding VAT (Box 9) for the selected date range.
Income & Expenses
This chart displays income and expense totals for the selected date range based on your Income & Expense transactions. If you’ve been using My Tax Digital in Bridging mode and have not entered any transactions then this chart will be empty.
Income & Expense Categories
These pie charts display income and expense totals by category for the selected date range based on your Income & Expense transactions. If you’ve been using My Tax Digital in Bridging mode and have not entered any transactions then this chart will be empty.
