Use this window to specify the selection criteria for the Tax Report.
To open the window, choose
. Alternatively, open it from the Reports module.Once you have created the report, you can view it in the relevant Tax Report window.
Define a date range for the report. The start and end dates of the current fiscal year are displayed by default. |
Generates the report according to the document, not posting date range. |
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:
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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:
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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. |
Prints the details of each tax code on a separate page. |
Opens the Tax Report – Selection Criteria window, in which you can define additional parameters for the report. |
This field is active only when you generate a report by tax code. Choose type of declaration:
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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. |
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. |
Includes A/R documents in the report. |
Includes A/P documents in the report. |
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. |
Select to generate the report for tax transactions. |
From the dropdown list, select one of the previously saved reports. 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. |
Selecting the checkbox displays the transaction amounts in the same format as in the exported tax report. |