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Object documentationTax Invoice Report Locate this document in the navigation structure

 

Use this window to specify selection criteria to:

  • Print new tax invoice reports

  • Reprint or cancel formerly issued tax invoice reports

To open the window, choose   Reporting   Financials   Accounting   Tax   Tax Invoice Report  .

After defining the report, you can view it by tab in the Tax Invoice Report Window.

Selection Criteria for Printing New Tax Invoice Reports
Series

The predefined series of the tax invoice numbering.
Posting Date

The current system month is set as the default range for the posting date.
Customer

Customer number
Properties

Opens the BP Properties selection window.

Specify filter parameters for a precise list of business partners, or select Choose All.
Invoice, Invoice + Payment, Credit Memo, Reserve Invoice

Specify the document types to include in the tax invoice report.

Note Note

Once a tax invoice report is generated, you cannot cancel the documents included in the report. You can cancel the included documents only after you have canceled the tax invoice report.

If you have canceled a document, you cannot include this document and its corresponding cancellation document in a tax invoice report. For an invoice with payment (invoice + payment), you can still include the invoice in the report if you cancel the payment only.

End of the note.
Issue Date

Specify the date for generating the tax invoice report; default is the current system date.
Type

Specify the required tax report type. Once you make your selection, the relevant tax codes defined in the Tax Group- Setup window are selected for the final tax invoice report display.
Tax Inv. Date.

The posting date of the issued tax invoices.
Tax Inv. No.

Selection Criteria for Tax Invoice Report
X

Specify a business place or click the title bar X to select all the business places.
Business Place Type

Displays the name of the business place.
X

Specify the VAT code, or click the title bar X to select all the VAT codes.
VAT Code / Name

Displays the VAT code and its name.
X

Specify a tax invoice report type, or click the title bar X to select all the types.
Type

Name and description of the tax report type.
Printing Options

Select either of the following options:

  • Aggregated: To print the tax invoice report with each customer's transactions grouped into one, select this option. You can issue one tax invoice for all transactions of a customer.

  • Individual: To print the tax invoice report with individual transactions, select this option. You can issue a tax invoice for each individual transaction.
Indicator

Select either a receipt indicator or a billing indicator.
Selection Criteria for Reprinting or Cancelling Old Tax Invoice Reports
Tax Inv. No.

Selection Criteria for Tax Invoice Report
Tax Inv. No.

Selection Criteria for Tax Invoice Report
X

Specify a business place or click the title bar X to select all the business places.
Business Place Type

Displays the name of the business place.
X

Specify the VAT code, or click the title bar X to select all the VAT codes.
VAT Code / Name

Displays the VAT code and its name.
X

Specify a tax invoice report type, or click the title bar X to select all the types.
Type

Name and description of the tax report type.
Indicator

Select either a receipt indicator or a billing indicator.