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. 


Prerequisite:


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


Input:

Reporting PeriodAllow user to select the reporting period from a list of options are set custom a custom date range
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets 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 DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. 


Fields
Tax RuleTax Rule Name and total percentage
Tax ComponentTax 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.
TaxValue 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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