Modify a Tax Report

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

Select the Tax report you want to modify:

  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 the taxes you want to include in the report. Click Select All to report on all the taxes.
  5. Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
  6. (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
  7. (Optional) In the Show on reports section, check Taxes broken down by tax code to show the amounts associated with each tax code.
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.
  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 the taxes you want to include in the report. Click Select All to report on all the taxes.
  5. Select the details to report. For example, you may want to include the taxes charged on sales, but not taxes paid on purchases.
  6. (Optional) Select the tax status to report. You can select either Taxable, Non-Taxable, and Exempt.
  7. (Optional) In the Show on reports section, check Taxes broken down by tax codeto show the amounts associated with each tax code.
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.