SAM · Guide
Review tax on documents and the VAT report
EnglishUpdated Sep 13, 2026
SAM records tax amounts on invoices, received purchases and expenses. This guide explains the product's figures; your business must still confirm the appropriate treatment for its transactions.
Check an invoice before issue
- Review the customer's and workshop's relevant billing details.
- Check product-line tax and the fallback VAT Rate on the invoice.
- Review discounts, shipping, tax totals and Grand Total.
- Resolve any incorrect amount before Issue, because issued lines are locked.
Do not assume the displayed UAE default applies to every customer, workshop or supply. Tax is part of the document review, not a setting to change merely to force a preferred total.
Check purchasing and expenses
On a purchase, compare the line tax and grand total with the supplier's document. On an expense, Amount (incl. VAT) is the full amount and Of which VAT is the tax already contained within it; it is not added again.
Open the report
- Open Compliance → VAT Return.
- Choose the reporting period.
- Review the output figures from issued invoices and the input figures from received purchases and recorded expenses.
- Read all legacy-record and treatment disclosures.
- Export the report if needed for your normal review process.
Older records may have recorded tax totals without the same detailed treatment breakdown as new records. They are disclosed separately rather than silently assigned to a new category. Editing an old purchase is not a way to invent historical input tax.
What happens next
The report supplies figures for review. Generating or downloading it does not submit a tax return. An available Peppol XML invoice download is a document export; it does not by itself prove delivery to or acceptance by an external authority or network.
Troubleshooting
Compare the period, issue status, purchase receipt status and stored tax amounts. Do not add fleet consolidated totals a second time to the underlying workshop invoice amounts.