Tax Analysis Dialog

The Tax Analysis dialog allows users to view past returns. The data contained is the same as that found in the Tax Register grid; however, it is broken down by Country, Zone and Tax Code to give a more detailed tax analysis. The information in the grid can be printed using Print Grid or exported using Send to Notepad. The Tax Analysis dialog is accessed by pressing the BtnTaxAnalysis.jpg button in the [ Accounts | Tax (VAT) | Tax Register ] screen.

ScnTaxAnalysisX.jpg

The popup consists of the top filters and the grid.

Tax Analysis Filters

  • Go button: populates the grid according to the filters set.
  • Past Returns dropdown (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): filter by the past returns as listed in the dropdown. If a past VAT return is selected and the traffic light is on (green) then the range date field is ignored
  • Show All (or only non-excluded) checkbox: shows all the items in the grid or only shows those that have been marked as excluded in the [ Accounts | Tax (VAT) | Tax Register ] screen.
  • Date Range: filter the information in the grid between the dates selected.
  • Amounts in base currency (default=ticked): show the monetary amounts in the grid in the base currency, for example sterling, or else the currency the entries were made in.

Tax Analysis Grid

  • Crd checkbox: indicates whether the entry is a credit or not.
  • Type: for example PINV (Purchase Invoice) or SINV (Sales Invoice).
  • URN: of the customer or supplier the entry relates to.
  • Company: the name of the customer or supplier the entry relates to.
  • Src Document: the sales invoice number or purchase invoice number.
  • Net: the net amount.
  • Tax: the amount of tax.
  • Gross: the gross amount.
  • Tax Code: the tax code indicating the tax rate as listed in the Code column in [ System Data | Accounts | Tax Rates ] screen.
  • Tax Rate: the tax rate as listed in the Code column in [ System Data | Accounts | Tax Rates ] screen.
  • Curr: the currency of the entry, this will be in base currency unless the Amounts in base currency checkbox is un-ticked.
  • Country: the name of the country of the customer or supplier.
  • Zone: the zone of the customer or supplier's country as set up in [ System Data | International | Countries ].
  • Code/Zone: the Tax Code and Zone.



Rounding issues are possible as this report splits out an invoice into lines for tax rates and countries; therefore the sum of these lines may not total the original amount exactly.

See Also


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