A myDATA check before month end, and the VAT report for your accountant
Find orders with no myDATA MARK or a transmission error before the month closes, and give your accountant VAT by month and rate.
- Difficulty
- Beginner
- Time
- about 15 min
- Works with
- Oxygen Pelatologio myDATA, Primer myDATA, Workadu
It is the end of [month]. Check which of this month's orders have no myDATA MARK, which had a transmission error, and which refunds still need a credit note. For each one, give me the order number, date, total and payment method, so I can fix it in my invoicing plugin. Then give me the VAT report for [month]: net and VAT by rate, for sales and for shipping, with refunds deducted, as a table I can send to my accountant. Tell me whether my prices include VAT.
Already connected?
If SAR is already in your AI app, this is enough:
List this month's orders without a myDATA MARK and give me the VAT report for [month] for my accountant.
What happens
- The AI app reads the myDATA status your invoicing plugin recorded on each order, without customers' names, addresses or tax numbers.
- It lists orders with no MARK, orders with a transmission error, and refunds that need a credit note.
- It reads the flagged orders so you can find them in your invoicing plugin.
- It builds the VAT report by month and rate. Nothing changes on your site, and SAR sends nothing to myDATA.
Approvals involved
Nothing here changes your site: no approval needed.
wordpress_mydata_statusmyDATA status of ordersNonewordpress_woo_get_orderGet an orderNonewordpress_woo_tax_reportVAT reportNone
What you get
A short list to fix before the month closes, and a VAT table for your accountant to check against their own records.
Related recipes
- Greek market · about 15 minYour invoicing setup checked before B2B e-invoicing, as a note for your accountantSee whether SAR recognises your invoicing plugin's provider as a licensed e-invoicing provider, which dates the check points to, and orders still without a MARK.
- Greek market · about 15 minInvoice requests whose ΑΦΜ fails the check digitSpot orders where the customer asked for an invoice but typed a ΑΦΜ (Greek tax number) that fails AADE's check digit, before the invoice goes out.
- Greek market · about 10 minA business customer's EU VAT number checked before you sell without VATCheck a business customer's EU VAT number with VIES before an intra-EU sale without VAT, and keep the result as a private note on the order.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.