Sales and Purchase Ledger - Selection Criteria

Use this window to specify selection criteria for the Deferred Sales and Purchase Ledger report.

To open the window, choose Financials Financial Reports Accounting Tax Sales and Purchase Report .

Alternatively, open it from the Reports module.

Date From...To...
Define a date range for the report. The start and end dates of the current fiscal year are displayed by default.

Document Date
Generates the report according to document, not posting dates.

Sales Documents, Purchase Documents
Select whether to generate the report for sales or purchase documents.

Print Each Tax Type/Code on Separate Page
Prints the details for each tax type or tax code on a separate page.

By Tax Type
This tab displays the code, name, and category of each defined tax type, enabling you to generate the report according to tax types. The options in the following columns are selected by default. In the Display column, select the tax codes for the report. In the Sum column, specify whether to calculate and display subtotals under the tax codes that appear in the report.

By Tax Code
This tab displays the code and name of all the defined tax codes, enabling you to generate the report according to tax codes. The options in the following columns are selected by default. In the Display column, select the tax codes for the report. In the Sum column, choose whether to calculate and display subtotals under the codes that appear in the report.

[Arrow Up/Down]
Use these buttons to determine the order of the selected tax codes or tax type in the report display and in the printed report.

Expand
Opens the Tax Report – Selection Criteria window, in which you can define additional parameters for the report.

Print Each Document Type on Separate Page
Prints each document type, such as invoice or credit memo, on a separate page.