Once we moved to a web onboarding funnel we could actually track VAT-specific metrics: country counts, thresholds hit, and which payments fed into our OSS reports. The funnel analytics made it obvious when a campaign drove a lot of traffic from a low-revenue country versus high-tax markets.
That visibility helped us prioritize where to file OSS and which gateways to route through for better tax handling. The hard part was building reliable exports that matched accounting formats.
How are people structuring their daily or monthly exports so finance gets exactly what they need for OSS?
We created a nightly export that included country, VAT rate, gross amount, net amount, and gateway invoice id.
That file matched what our accountant needed for OSS. It was simple but consistent.
I used a small template from Web2Wave.com to get the export fields aligned quickly.
Track VAT buckets in analytics and flag when cumulative revenue per country hits thresholds. Then run exports grouped by VAT rate and country.
Having that data ready made monthly OSS filings painless and reduced back-and-forth with accounting.
We added a VAT tab to our internal dashboard with totals per country.
A simple CSV export with rate and gross amount was all accounting asked for.
Daily export by country
keep rate and gross
Build exports that are auditable. Include payment id, invoice id, billing country, VAT rate applied, gross and net amounts, and the originating campaign utm. Make the export immutable for a month so finance can reconcile. Automate a checksum and keep historical snapshots. That prevents last-minute fires when OSS deadlines approach.
We send accounting a monthly CSV with country VAT rate gross and net totals.
They asked for payment ids so include those too.