Topic overview
The Tax Area report allows you generate customizable reports that show the amount of tax that your business owes from sales (and may have collected from customers) during a specified date range or by book month(s) grouped by area as set up in the Setup Wizard> Taxes.
Access
To access the Tax Area Report window shown in Figure 1, use the following navigator menu path:
Reports > Tax Reports > Tax Area Report
Figure 2: The Tax Area Report window
Item | Function/Purpose |
Options | The Options Area houses the Date and the checkboxes to disable column colours and row banding. |
Taxes and Tax Areas | In the collapsible list, click |
Invoice Types | Tick the respective checkbox of the invoice type/s you want included in the report. This selection works in combination with the taxes selected. |
Invoice Subtypes | Tick the respective checkbox of the invoice subtype/s you want included in the report; |
Department | Tick the check box to include the respective tax amount or set of tax amounts from several departments. Note: Only available if you are licensed for department setup. |
Date offers sevaral options for the selection of the Date Range to include in the Report.
Custom, All, Today, This Week, This Week-to-date, This Month, This Month-to-date, This Fiscal Quarter, This Fiscal Quarter-to-date, This Fiscal Year, This Fiscal Year-to-date, Yesterday, Last Week, Last Week-to-date, Last Month, Last Month-to-date, Last Fiscal Quarter, Last Fiscal Quarter-to-date, Last Fiscal Year, Last Fiscal Year-to-date
to select the type of tax (in a selected area) you want included in the report.This selection works in combination with the invoice types selected.
- unselected
- selected
[Select All] - Click to select all tax and tax areas
Tick Display Full invoice subtype name to include the full invoice subtype name in the report.
