Home VAT/Sales Tax Reconciliation How do I run a new VAT / sales tax reconciliation?

How do I run a new VAT / sales tax reconciliation?

Last updated on May 18, 2026

Short Answer: From the report page, click the 'Run new reconciliation' button to start a new reconciliation for this tax account.

PreRequisites

  1. Be signed in to CleverBalance

  2. Have access to the tax account shown on the report

  3. Source data books and tax account available and up to date

Steps

  1. Open the 'VAT / sales tax reconciliation report' page.
    You see the report header and action buttons including 'Run new reconciliation'.

  2. Click the 'Run new reconciliation' button near the top of the page.
    The system starts a new reconciliation run or opens the reconciliation setup flow.

  3. Wait for the reconciliation to complete; note the 'Recon ID' and timestamp at the top-right to confirm the run.
    When complete, the 'Recon ID' and timestamp update and the Totals / Matched / Unmatched cards refresh with new values.

  4. Review the 'Total', 'Matched' and 'Unmatched' cards and the transaction table below.
    You can verify changes and download or share the updated report.

Troubleshooting

  1. 'Run new reconciliation' fails to start or returns an error.
    LikelyCause: Temporary network issue, large dataset processing delay, or insufficient permissions.
    Action: Refresh the page, check your network connection, try again later. If the problem persists, contact support and provide the current 'Recon ID' and timestamp.

Note: A new reconciliation may take time for large data sets; use the 'Recon ID' and timestamp to track the run.