Modify a Tax Report

Before you can perform this task

You must have access rights to Reports for Transactions in the Accounts & General Ledger security option.

Select the Tax report you want to modify:

Tax Summary

1. In the Home window, open the Report Centre. Select Tax and then Tax Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Select the Range date or enter Start and Finish dates to define the reporting period.
4. Select either Invoice Date or Payment Date for the Basis of the report.
5. Select the taxes you want to include in the report. Click Select All to report on all the taxes.
6. Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
7. (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
8. (Optional) In the Show on reports section, check Taxes broken down by tax code to show the amounts associated with each tax code.
9. (Optional) Customize the:
   • Columns that appear in the report
   • Way your transactions are sorted
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.

Tax Detail

1. In the Home window, open the Report Centre. Select Tax and then Tax Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Select the Range date or enter Start and Finish dates to define the reporting period.
4. Select either Invoice Date or Payment Date for the Basis of the report.
5. Select the taxes you want to include in the report. Click Select All to report on all the taxes.
6. Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
7. (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
8. (Optional) In the Show on reports section, check Taxes broken down by tax code to show the amounts associated with each tax code.
9. (Optional) Customize the:
   • Columns that appear in the report
   • Way your transactions are sorted
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.

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