To set up the intercompany automation for the VAT return, you will need to unlock the Intercompany Tax Journal and then set up the automation.

  1. Search for Document Type in the left-hand search bar

  2. Click the green dot to display locked documents


  3. Search for Interco Tax and open the document type


  4. Click the ellipsis and unlock the document


  5. Click Edit


  6. Click Select


  7. Drag Intercompany Journal to the right side


  8. Click Apply


  9. Set the Series Date from 01/01/2025


  10. Click Save


  11. Navigate to the automation: Interco Tax


  12. Click Edit


  13. Update the relevant fields the same as below -


  14. Click Save


Once completed, this will ensure that journals are posted automatically with your next VAT return.