Fields and controls
From / To Tax Authority
Specify the range of tax authorities to include in the Tax Tracking Report.
Print By
Specify whether to print the report by item tax class or tax authority:
- Item Tax Class. Select this option to specify a range of item tax classes.
- Tax Authority. Select this option to print by tax authority.
Report By
Specify whether to report amounts by document date or fiscal period:
- Document Date. Select this option to specify a range of document dates.
- Fiscal Period. Select this option to specify a range of fiscal periods.
Transaction Type
Select the transaction type: sales or purchases.
Overview
The Tax Tracking report lists tax amounts charged for taxable transactions. Use this report to:
- Complete reports required by government, such as for goods and services or value-added taxes, and as supporting documentation for such reports.
- Reconcile general ledger accounts.
When to Print
Print the report when you need tax information, or at the end of reporting periods when you want to submit the information to tax authorities.
Information Printed on This Report
The Tax Tracking report lists the following information:
- Source currency code.
- Customer currency code.
- Tax reporting currency code.
- Tax authority code.
- For each transaction, the customer or vendor number and name, transaction date, transaction source code (originating program and transaction type), transaction number, invoice amount, tax base, and tax amount.
- Customer totals as of the selected date, or for the specified range of fiscal year/periods (in customer/vendor, functional, or tax reporting currency).
- Authority totals as of the selected date or for the specified range of fiscal year/periods (in customer/vendor, functional, or tax reporting currency).
- For each tax authority, a summary of totals as of the selected date, or for the specified range of fiscal year/periods.