Sales Tax Summary Report

Sales Tax Summary Report

This report shows sales tax charged or paid by your organisation for the tax period being reported.

This report is only available to users with Financial Reporting permissions.

Prerequisites

 

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Reporting Period

Allow user to select the reporting period from a list of options are set custom a custom date range

Layout

Set to the Default layout. Allows selection of saved layouts, if any.

Save Layout As

Allows saving of a layout for potential future use.

Reset Layout

Resets layout to the default layout or selected saved layout.

 

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report.

Fields

Tax Rule

Tax Rule Name and total percentage

Tax Component

Tax component percentages (for taxes with multiple components).

Account Type

Ledger account class (Revenue, Expense, etc.)

Data Headers

Gross

Gross value of sale lines where tax rule is applied.

Tax

Value of tax charged on applicable sale lines.

Net

Value of sale lines where tax rule is applied, excluding tax.

 

Publish

Balance sheet by periods can be Saved or Published to save a snapshot of the report and its settings where the data and date range cannot be changed.

  

Published reports can be accessed from the top right of the reports screen in the Published tab. Reports that have been saved but not published will appear in the Draft tab.

  

Add notes to a report for publishing by clicking the dropdown arrow in a cell and clicking Add a footnote. You will then be able to enter text in the notes field below the report. Notes text will be saved to draft or published reports.

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