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How to generate the Tax summary report
How to generate the Tax summary report

Find out for what period and what tax was charged

Xenia avatar
Written by Xenia
Updated over a week ago

If taxes are enabled in the company's global settings, you can generate the Tax summary report on the Reports > Finance > Tax summary page.

How to generate a tax report?

You can generate a report by three parameters:

  • Period;

  • Location;

  • Movement type (Order/Sale/Posting).

The report displays:

  • Date and time (date and time the document was created);

  • Document (name and link to the document);

  • Location (location of the document);

  • Taxes;

  • Amount (the sum of all taxes).

If the document does not contain any tax, it will not be displayed in the report.

If necessary, the report can be printed or exported to a PC as an Excel file.

To set up access for employees: add a new rule in the Tax summary report role settings in the Reports section.

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