Home VAT/Sales Tax Reconciliation How do I add supporting data or attach a report to a reconciliation?

How do I add supporting data or attach a report to a reconciliation?

Last updated on Sep 08, 2026

Short Answer: Use '+ Add supporting data' under the file panels to add extra files, or click '+ Add report' at the bottom to attach a report placeholder.

PreRequisites

  1. You are on the VAT / sales tax reconciliation setup page.

Steps

  1. Open the VAT reconciliation setup page and locate the Books / ledger and VAT / sales tax statement panels.
    Panels are visible with '+ Add supporting data' links under them.

  2. Click '+ Add supporting data' to upload additional files that support the reconciliation.
    A file selector or upload dialog appears to add files.

  3. To attach a report, click '+ Add report' at the bottom of the page.
    A report placeholder is added to the setup.

  4. Configure any newly added files if required and then run reconciliation.
    New data is included in the reconciliation.

Troubleshooting

  1. New file not applied to a run.
    LikelyCause: File was added to the wrong panel or not configured.
    Action: Confirm file appears under the correct panel, open Configure file and map fields, then re-run.

Note: Supporting data is added below the main file panels; ensure supporting files are mapped if used in matching.