Dashboard (Accounting Tool)
Last updated
Last updated
You can access this section from the left menu Accounting >> Dashboard.
In this section you can quickly check the account status and monitor the accounts of sales to end customers at a glance.
In this tab you can see the completion status of tax documents for the period.
If documents are available there is a download button to download all documents for the month and quarter. If they are not available, however, the date when they will be ready is shown.
In this tab you can see if the account is up-to-date and if there are any important notices related to the accounting tool.
If the account is out of date a red warning icon is shown. In this case it is possible that there are problems with the payment of the subscription or that it is necessary to renew the authorization to access the sales data.
If there are important alerts the number of notifications is shown and by clicking on the envelope you can read these messages.
This tab shows the vat registrations entered in your profile on ZonWizard.
The first line shows the tax registration of the country where the seller is established and its tax regime. While the second line summarizes the active VAT registrations in foreign countries.
This tab summarizes settings related to intra-EU sales and OSS.
The first line shows whether or not the seller has joined the OSS scheme and the date of joining. The second row shows the percentage of intra-EU sales compared to the €10,000 threshold.
The graph shows daily revenue trends divided by fees and invoices in the selected period. Through this graph, it is possible to monitor that revenue recording is occurring correctly day by day.
The table shows the breakdown of revenue by type of sale, broken down into daily takings and invoices. Each row contains this information:
type of transaction (SALE, RETURN, COMMINGLING, LIQUIDATION, DONATION)
type of entry (Receipts, Invoices)
quantity of products
gross amount of revenue
VAT amount
The table shows the VAT due in each state to be paid through the local return and through the OSS. Each row contains the following information:
Country
VAT amount arising from local sales to be paid through VAT return
VAT amount arising from intra-EU sales to be paid through OSS return
The pie chart shows the breakdown of revenues by type of VAT rate associated with the products sold in the selected period. This chart is useful for monitoring the correct association of VAT rates on your products.
The bar graph shows total sales net of returns and promotions on each marketplace during the selected period. This graph is useful for monitoring that sales are recorded from all active marketplaces.
In the section Accounting >> Dashboard, you can download detailed reports related to transactions and transfers for the selected period.
Transactions Report (CSV or XLS): This report contains all transactions for sales and returns to customers with all details useful for tax compliance.
Jurisdiction Report: This report contains all transactions for sales and returns to customers divided by tax jurisdiction and VAT rate, each type is on a separate tab of the Excel file.
Transfer Report: This report contains all intra-community transfers of products between Amazon logistics centers in different European countries.
Daily Shipment Report: This report contains the quantities shipped day by day for each product sold. Useful for warehouse management.
