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
- In the Home window, open the Report Centre. Select Tax and then Tax Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Select the Range date or enter Start and Finish dates to define the reporting period.
- Select the taxes you want to include in the report. Click Select All to report on all the taxes.
- Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
- (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
- (Optional) In the Show on reports section, check Taxes broken down by tax code to show the amounts associated with each tax code.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Tax Detail
- In the Home window, open the Report Centre. Select Tax and then Tax Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Select the Range date or enter Start and Finish dates to define the reporting period.
- Select the taxes you want to include in the report. Click Select All to report on all the taxes.
- Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
- (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
- (Optional) In the Show on reports section, check Taxes broken down by tax codeto show the amounts associated with each tax code.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.