Sales Tax Transactions Report

Sales Tax Transactions Report

This report shows sales tax charged or paid by your organization, displaying all transactions which include sales tax with their order number and other information. Transactions are grouped by tax rule.

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
Sequence no. Transaction sequence number, in chronological order.
Tax rule Tax rule name.
Tax component Component of the tax rule.
Reference number Reference number for invoices and credit notes.
Sales channel Sales channel where sale order originated.
Sync type Synchronisation type: No sync, individual or consolidated.
Consolidation journal number Consolidation journal number (for consolidated only).
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.

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