Reconcile VAT / sales tax statements with your books in minutes
CleverBalance helps finance teams match VAT / sales tax statements from tax authorities with tax records in their books — so you can quickly identify missing invoices, tax amount differences, duplicate entries, wrong tax codes, timing gaps, and adjustments without relying on Excel.
No credit card • 14-day free trial
Tax authority statement
Portal or statutory export
Books of account
Tax ledgers and accounting records
Matched / unmatched tax output
Clear reconciliation results
Stop manually comparing tax authority records with your books
VAT / sales tax reconciliation is repetitive, detailed, and error-prone — especially when invoices, tax rates, credits, adjustments, and reporting periods do not match cleanly across systems.
Common problems
Invoices reported by the tax authority but missing in books
Tax entries recorded in books but missing in authority statements
Incorrect taxable amounts
Incorrect VAT / sales tax amounts
Wrong tax rates, tax codes, or jurisdictions
Duplicate tax entries
Credit notes, debit notes, or adjustments not recorded correctly
Timing differences between tax period and accounting period
Input tax credit or output tax differences
Rounding and reporting differences
With CleverBalance
Automatically match tax authority records with books
Identify tax gaps and mismatches instantly
Separate matched, unmatched, and exception items
Get a clean, structured output for review, correction, and audit
What CleverBalance does
CleverBalance replaces manual VAT / sales tax reconciliation with a simple, structured workflow.
Upload tax authority statement
CSV or Excel statement downloaded from the tax portal, tax authority, or statutory reporting system.
Upload your books
Sales invoices, purchase invoices, VAT / sales tax ledgers, tax payable entries, tax receivable entries, or accounting exports.
Run reconciliation
System matches records using invoice numbers, tax IDs, taxable amounts, tax amounts, tax codes, rules, and AI.
Review results
Clear matched, unmatched, and exception records for easy validation.
Download reports
Audit-ready Excel outputs for tax review, filing support, corrections, and compliance records.
Handles real-world VAT / sales tax complexity
Tax data is rarely clean or perfectly aligned — CleverBalance is built to handle real-world VAT / sales tax reconciliation scenarios.
Invoice-level matching
Matches authority statement records with book records using invoice numbers, document numbers, tax IDs, taxable amounts, and tax amounts.
Taxable amount and tax amount matching
Compares both taxable value and VAT / sales tax amount to identify exact matches and meaningful differences.
Tax code, tax rate, and jurisdiction checks
Helps detect wrong tax rates, incorrect tax codes, or jurisdiction-level differences where applicable.
Credit notes, debit notes, and adjustments
Handles tax corrections, reversals, refunds, prior-period adjustments, and statutory adjustments.
One-to-many and many-to-one matching
Supports cases where one authority record is split across multiple book entries, or multiple invoices are grouped into one accounting entry.
Flexible matching logic
Works even when invoice numbers, customer/vendor names, tax IDs, or references are missing, inconsistent, or formatted differently.
Clear, audit-ready VAT / sales tax reconciliation output
Instead of manually checking tax records line by line, get a structured view of what matches, what does not match, and what needs review.
Matched transactions
- Tax authority statement to books matches
- Invoice-level VAT / sales tax matches
- Output tax matches
- Input tax / tax credit matches, where applicable
- Credit note and debit note matches
- Adjustment and reversal matches
- Grouped matches where one side is split or consolidated
Unmatched transactions
- Authority statement records missing in books
- Book tax entries missing in authority statement
- Missing invoices
- Missing credit notes or debit notes
- Duplicate tax entries
- Tax records not reported correctly
- Adjustments not accounted for
Exceptions requiring review
- Taxable amount matched but tax amount mismatched
- Tax amount matched but invoice/reference missing
- Same invoice with different tax values
- Wrong tax code or tax rate
- Wrong tax period
- Wrong jurisdiction, state, or region
- Rounding differences beyond accepted tolerance
- Possible underreported or overreported tax
Complete visibility into VAT / sales tax differences between statutory records and books of account.
Why finance teams choose CleverBalance
Authority-to-books accuracy
Direct matching between tax authority statements and accounting records.
Handles messy real-world tax data
Invoice format differences, tax ID differences, tax rate mismatches, credit notes, reversals, and adjustments handled automatically.
Reduces tax review effort
No manual Excel-based checking across hundreds or thousands of tax records.
Faster filing and compliance support
Identify missing, incorrect, or duplicate tax entries before filing, audit, or review.
Easy to review
Outputs are structured for quick validation, correction, and audit support.
Works across reconciliation types
Uses the same proven reconciliation approach used for bank, credit card, vendor, customer, intercompany, and other reconciliations.
See how VAT / sales tax reconciliation works
Watch how tax authority records are matched with books and converted into clear, actionable reconciliation outputs.
eCommerce / D2C brands
VAT / sales tax reconciliation for marketplace sales, online invoices, refunds, credit notes, and tax authority records.
Retail
VAT / sales tax reconciliation for store sales, POS invoices, tax collected, returns, and jurisdiction-level tax reporting.
Restaurants & QSR
VAT / sales tax reconciliation for daily sales, tax collected, delivery platform orders, refunds, and adjustments.
Grocery & FMCG Distribution
VAT / sales tax reconciliation for high-volume sales invoices, purchase invoices, input tax credits, and tax authority statements.
Manufacturing
VAT / sales tax reconciliation for purchase tax, sales tax, input credits, output tax, debit notes, and credit notes.
B2B Wholesale / Trading
VAT / sales tax reconciliation for customer invoices, vendor invoices, tax credits, and statutory reporting differences.
Logistics & Transport
VAT / sales tax reconciliation for freight invoices, fuel-related tax entries, vendor bills, and customer billing taxes.
Healthcare
VAT / sales tax reconciliation for taxable supplies, vendor bills, purchase tax, and tax authority records.
Pharma Distribution
VAT / sales tax reconciliation for distributor invoices, purchase credits, sales returns, credit notes, and tax adjustments.
Education
VAT / sales tax reconciliation for taxable services, vendor bills, subscriptions, purchase tax, and accounting records.
Real Estate & Construction
VAT / sales tax reconciliation for contractor invoices, vendor bills, service tax entries, tax credits, and adjustments.
Professional Services
VAT / sales tax reconciliation for client invoices, vendor bills, tax payable, tax receivable, and period-end tax review.
IT Services & Software Companies
VAT / sales tax reconciliation for software invoices, SaaS subscriptions, international tax entries, and input tax credits.
SaaS Companies
VAT / sales tax reconciliation for subscription invoices, tax collected, refunds, credits, and jurisdiction-based tax records.
Non-profits / NGOs
VAT / sales tax reconciliation for taxable purchases, vendor bills, grants-related expenses, and tax reporting records.
Hotels & Travel
VAT / sales tax reconciliation for bookings, cancellations, refunds, supplier invoices, and tax adjustments.
Events & Entertainment
VAT / sales tax reconciliation for ticket sales, vendor invoices, sponsorship invoices, refunds, and tax collected.
Automotive
VAT / sales tax reconciliation for vehicle sales, parts invoices, service invoices, vendor bills, and tax credits.
Import / Export
VAT / sales tax reconciliation for import taxes, export invoices, customs-related tax entries, and statutory tax records.
Accounting / CA / CPA Firms
VAT / sales tax reconciliation for multiple clients with different tax formats, accounting exports, and reporting structures.
Simple pricing for recurring tax reconciliation work
Choose a plan based on your reconciliation volume — no per-seat complexity.
Plans start at
- VAT / sales tax reconciliation
- AI-assisted reconciliation
- Team access
- Excel exports
- Audit-friendly history
Simple, accurate VAT / sales tax reconciliation
CleverBalance automates VAT / sales tax reconciliation by matching tax authority statements with your books of account — helping you identify missing invoices, tax amount differences, wrong tax codes, duplicate entries, adjustments, and audit-ready exceptions.
Still reconciling VAT / sales tax records in Excel?
Move to automated reconciliation and get a clear view of tax authority records, book entries, matched items, and exceptions in minutes.
No credit card • 14-day free trial