Intrastat

What is intrastat?

Intrastat is the name given to the method of collecting information and producing statistics on the movement of goods between Member States of the European Union (EU).

Movements of goods between EU member states are called arrivals, or acquisitions; and dispatches, or removals (rather than imports or exports as these terms instead define trade with countries that do not belong to the EU).

All VAT-registered businesses, regardless of their intra-EU turnover, must show the total value of goods dispatched to other EU member states on their VAT Return.

In addition, those who trade in the EU above either of the Intrastat exemption thresholds must also complete monthly Supplementary Declarations (SDs). The annual thresholds are £1.5 million for arrivals and £250,000 for dispatches.

Larger businesses that trade above the Intrastat delivery terms threshold of £24 million must also specify delivery terms information on their SDs.

Please note : Intrastat should not be confused with EC Sales lists which are used to collect information on all sales from UK VAT registered traders to VAT registered traders in other EU Member States.

Learn more about Intrastat

Intrastat reporting in Brightpearl

An intrastat report can be built in Brightpearl using custom fields, configurable columns and a preset view on the sales detail report. This will provide all the data you need to complete your intrastat.

How to build an intrastat report

  1. Create a custom field on your products for "Commodity code".
  2. Update your products to assign them the relevant commodity code, this can be done using a Product Import.
  3. Go to Reports > Sales detail .
  4. Use the filters to configure the columns. Be sure to include the following columns:
  • SKU
  • Commodity code (the custom field from the products)
  • Delivery country
  1. Save the filters as a new preset view called "Intrastat".
  2. Export the results to Excel and use Excel filters to exclude any items sold outside of Europe and not relevant to intrastat.

How to create a custom field

Custom fields can be added to:

  • Customers
  • Vendors (suppliers)
  • Product
  • Sales
  • Purchases

When creating custom fields they are added into customizable tabs, allowing them to be grouped into separate tabs instead of creating a great long list, this is an example on a customer record:

Add a Custom Tab

Each product record is made up of a selection of tabs, and each tab contains various fields. You can add you own customised tabs; useful for grouping large amounts of extra custom fields:

  1. Go to  Settings > Custom fields > Products .
  2. Click the  Add a field  button.
  3. Enter a name for your tab in the  new tab  field.
  4. Click  Save  and close the window.
  5. Refresh the screen to see your tab.

Your tab will be added but it will contain no data.

Add a Custom Field

Add a new field into one of your custom tabs:

  1. Go to  Settings > Custom fields > Products .
  2. Click the  Add a field  button.
  3. Enter a name for your field.
  4. Select the tab you want to add the field into or you can add a new tab by entering a new tab name.
  5. Specify whether this field is required. If you set it as required you will not be able to save the record, after adding or editing it, without completing the field.
  6. (Contacts only) Specify whether this field can be edited on the web portal. This will allow registered users to edit the data themselves.
  7. Click  Save  to add the field to the tab.

Your field will now be displayed in the record, ready for you to begin collecting data.

Select List Options

If you selected to create a select list field you will need to define the list items. Once you have added the custom field as above:

  1. Click the  Edit options  link next to the field type.
  2. Click the  Add a value  button.
  3. Enter the list value.
  4. Click  Save .
  5. Add more items as required.

How to configure columns

Note: Available in version 4.90 for Sales, Purchases, Sales Detail, Purchase Detail, Customers, Suppliers, Sales Analysis by Product.

  1. Navigate to the screen to be customized.
  2. Open the Filters .
  3. Click Configure Columns .
  4. Drag-and-drop to add, remove and sort the columns as desired, creating your preferred layout on the left-hand side.

  1. Click Update columns to return to the filters. The columns will be applied along with any other filters chosen.
  2. Select any other filters.
  3. Click Filter to apply the columns and filters to view the results, or to save this configuration as a preset view click Save as a new preset , enter a name and then click Filter and save new preset . If you decide later that you want to save a filtered view as a preset, you can re-open the filters and do so.

How to save a preset view

Note: Available in version 4.90 for Sales, Purchases, Sales Detail, Purchase Detail, Customers, Suppliers, Sales Analysis by Product.

  1. Navigate to the screen to add the preset for.
  2. Open the Filters .
  3. Apply the desired filters and column configuration.
  4. Click Save as a new preset .

  1. Enter a preset name and click Filter and save as new preset . This can be done before or after applying the changes.

 
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