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The Purchase Tax Amount Report function allows you to generate a report that shows detailed information about the purchase tax amount computed by the system for each taxable vendor invoice.

 

This report has the following uses:

 

•To aid in verifying the completeness and propriety of computed purchase tax amount for each taxable vendor invoice.

 

•To be a reference in calculating the total purchase tax amount due for each sales tax entity or state.

 

 

 

To print the Purchase Tax Amount Report, follow these steps:

 

1.Access the Purchase Tax Amount Report function from the Reports group under the Reports main menu in the Accounts Payable module.

 

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

 

3.Click the List box button next to the Sort By field and select from the following report sorting options:

 

•Tax Code

•Tax Entity Code

•Vendor #

 

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

 

5.In the Report Configuration area, define the desired report filters. Depending on the sorting option you chose, you may mark the Individual checkbox if you want to generate the report for a single tax entity code or customer, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

 

6.Mark the Include Non-Taxable Invoices checkbox if you want to include in the report the vendor invoices that are not taxable.

 

7.Select which of the following transactions you want to include in the report:

 

•Regular Invoices only

•Debit Invoices only

•Regular and Debit Invoices

 

8.Choose the tax type that you want to show in the report:

 

•GST Only

•PST Only

•GST and PST

 

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

The Purchase Tax Amount Report function also provides you with flexibility to perform the following:

 

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oInvoice #

 

oVendor #

 

 

 

 

 

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