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Object documentationTax Report - Selection Criteria Window Locate this document in the navigation structure

 

Use this window to specify the selection criteria for the Tax Report.

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

Once you have created the report, you can view it in the relevant Tax Report window.

Selection Criteria
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 the document, not posting date range.

By Jurisdiction Tax Code

This tab displays the code, name, and type of all defined tax codes, enabling you to generate the report by jurisdictions.

The options in the following columns are selected by default:

  • Use the Display column to select the tax codes for the report.

  • Use the Sum column to choose whether to calculate and display subtotals under the tax codes that appear in the report.

By Tax Code

This tab displays the code, name, and type of all the defined tax codes, enabling you to generate the report by tax code.

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 tax codes that appear in the report.

[Arrow Up/Down]

Use these buttons to determine the appearance order of the selected tax codes or tax type in the report display and in the printed report.

Print Each Tax Code on Separate Page

Prints the details of each tax code on a separate page.

Expand

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

Country-Specific Fields: Canada
Declaration Type

This field is active only when you generate a report by tax code. Choose type of declaration:

  • Original – the report includes all the documents within the specified date range that are not yet approved.

  • Substitute – the report includes all the documents within the specified date range, including the approved documents.

  • Complementary – the report includes only documents within the specified date range not marked as approved.

Tax Settlements Account (Liability)

This field is active only when you are generating the report by tax code.

Define an account to which you want to post the tax settlements posting. The total tax amount calculated in the report for A/R transactions will be transferred to this account when the tax settlements posting takes place.

Tax Settlements Accounts (Claim)

This field is active only when you are generating the report by tax code.

Define an account to which you want to post the tax settlements posting. The total tax amount calculated in the report for A/P transactions will be transferred to this account when the tax settlements posting takes place.

A/R Documents

Includes A/R documents in the report.

A/P Documents

Includes A/P documents in the report.

Country-Specific Fields: USA
Normal Tax

Generates the report for normal tax transactions.

After selecting, choose whether to generate the report for A/P documents only, A/R documents only, or both.

Use Tax

Select to generate the report for tax transactions.

Country-Specific Fields: Spain
Tax Declaration Name

From the dropdown list, select one of the previously saved reports.

Note Note

This field is available only when the Extended Tax Report option is selected on the Accounting tab of the Company Details window.

End of the note.
Display Values in Export Format

Selecting the checkbox displays the transaction amounts in the same format as in the exported tax report.