Use this report to display documents and manual journal entries that include tax amounts sorted by tax code. The report includes the following documents:
A/R and A/P invoices and credit memos
Inventory transfer documents – The inventory transfer transactions are displayed only in order to report the transactions in the report because the tax percentage is 0.
Manual journal entries
Incoming payments and payments to vendors that are not based on invoices
Incoming payments and payments to vendors that include cash discounts
Note
When printing the report, you can print the selection criteria on a separate page.
Use this window to specify selection criteria for the Tax Report.
To open the window, choose
. Alternatively, open it from the Reports module.After defining the report, you can view it in the Tax Report Window.
Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Criteria by which the report is created. Choose for a list of existing selection criteria, or press CTRL+A and specify new selection criteria. |
Choose whether to generate the report according to Posting Date or Document Date, and specify the date range for the report. Example A/R invoice no. 15 was created with a posting date 25.3.07 and a document date 1.4.07. Generating the report according to Posting Date and defining the date range as 1.1.07 – 31.3.07, includes A/R invoice no. 15 in the report. However, generating the report according to Document Date and defining the same date range of 1.1.07 – 31.3.07, excludes A/R invoice no. 15, as the Document Date assigned to it is not in the range. End of the example. |
Generates the report according to document, not posting, date. Once this option is selected, the defined date range represents document dates. |
Rounds the total amounts calculated in the report. |
Generates the report for documents created according to specific numbering series. After selecting, choose the ... button to open the Series – Filter window in which you can define the required numbering series. |
Generates a report for specific document types. After selecting, choose the ... button to open the Document Type window in which you can define the document types to include in the report. |
This table displays all the tax groups defined as output tax groups ( column).
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This table displays all the tax groups defined as input tax groups (see column).
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The credit memos that were based on invoices from previous periods (previous to the range of dates defined in the Selection Criteria window) appear in a separate section, at the end of the report. |
Excludes from the report those tax codes with no transactions related during the defined period. |
When you change the preferences in the Tax Report – Selection Criteria window, the OK option changes to the Update mode. Choose Update to save the report under the name you entered in the Report Name field. The preferences chosen for the report are saved. |
Generates the report according to VAT date, not posting or document date. Once this option is selected, the defined date range represents VAT dates. |
Select one of the previously saved reports from the dropdown list. Note This field is available only when the Extended Tax Reporting checkbox is selected on the Accounting tab of the Company Details window ).End of the note. |
Select the adjusted version of a report. |