Modify a Tax Report
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.