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Object documentationTax Declaration Box - Selection Criteria Locate this document in the navigation structure

 

Use this window to specify selection criteria for the Tax Declaration Box report.

To open the window, choose   Financials   Financial Reports   Accounting   Tax   Tax Declaration Box Report  . Alternatively, open it from the Reports module.

After creating the report you can view it in the Tax Report-Declaration window.

Selection Criteria
Selection Criteria Name

Click Choose (Choose) to select previously saved report selection criteria and use them to generate the report. To save new selection criteria, press CTRL+A and enter a name.
Tax Declaration Name

Select one of the previously saved reports from the dropdown list.

Note Note

This field is available only when the Extended Tax Reporting checkbox is selected on the Accounting tab of the Company Details window (  Administration   System Initialization   Company Details  ).

End of the note.
Adjustment

Select the adjusted version of a report.
Date From... To

Specify a range of posting dates or document dates to include specific transactions in the report. By default, the From and To fields display the start and end dates of the current fiscal year.

If the specified From date falls into the effective period range of a tax declaration box group, all the tax declaration boxes within this group are automatically displayed in the Tax Declaration Boxes table. For more information about the effective period of a tax declaration box group, see the Effective From field in Tax Declaration Boxes - Setup Window.

Note Note

In the Spain localization, these fields are not available for the 340 tax model report.

End of the note.
Document Date

Generates the report according to a document date range.
Round Amount

Report rounds off its displayed amounts.
Tax Declaration Boxes

This table displays the tax declaration boxes according to the specified From date. It includes the following columns:

  • Code – displays the code of the box

  • Name – displays the name of the box

  • Opening Balance - you can manually enter the opening balance relevant for each box

  • Display – all the checkboxes in this column are selected by default. Deselect the checkboxes of the boxes you want to exclude from the report.
Save

Choose to save the Report Selection Criteria for future use.

More Information

Tax Declaration Box Report: Europe