Automating VB-Tax form reports

Ndk

New Member
Joined
Oct 8, 2024
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi everyone,
I’m currently working on automating the generation of tax form reports in Excel that are ready for filing, and I need some guidance on sourcing and consolidating data effectively. I’m new to VBA, so I appreciate any help you can provide!

Task Overview:
I have two main data sources to work with:

1 Transaction Data: Extracted from our ERP system, including:
◦ Transaction date
◦ Vendor name
◦ VAT amount

2 Vendor Register: This contains comprehensive vendor information, such as:

◦ Vendor name
◦ Tax number

Objective:
I want to automate the generation of a report that includes:
• Transaction date
• Vendor name
• Tax number (sourced from the Vendor Register)
• Tax amount (from the Transaction Data)


I’m looking for help with:
• Automating the consolidation of data from these two sources into a single report using VBA.
• Ensuring that the tax number correctly aligns with the corresponding vendor name.
• Writing VBA code that can pull the required fields and generate the report automatically.
◦ Any example templates, sample code, or advice for beginners would be super helpful!
Thanks in advance for any guidance or tips!
 

Excel Facts

Did you know Excel offers Filter by Selection?
Add the AutoFilter icon to the Quick Access Toolbar. Select a cell containing Apple, click AutoFilter, and you will get all rows with Apple
Hi, I’ve attached a Image with some data.
 

Attachments

  • Final Report.png
    Final Report.png
    25.2 KB · Views: 3
  • Transaction Data.png
    Transaction Data.png
    49.8 KB · Views: 3
  • Vendor Register.png
    Vendor Register.png
    13.3 KB · Views: 4
Upvote 0

Forum statistics

Threads
1,224,465
Messages
6,178,821
Members
452,881
Latest member
motivationgyan

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top