Tax Postings Report

The Tax Postings report allows users to track the tax amount posted for a transaction/inventory item that is posted to an account, for a selected date range.

Perform the following steps to generate the report:

Navigate to Reports ➜ Dynamic Reports ➜ Accounting ➜ Tax Postings Report.

Refer to the following table and fill in the fields.

Field	Description
Report Name	Tax Postings.
Start Date	The start date for report generation. This is a mandatory field that displays the current property date by default. Users can select any date in the past up to the current property date. Future dates cannot be selected.
End Date	The end date for report generation. This is a mandatory field that displays the current property date by default. Users can select any date in the past up to the current property date. Future dates cannot be selected.
Account Types	This is an optional multi-select drop-down list that allows users to select the account types to be included in the report.
Transaction Type	This is an optional multi-select drop-down list that allows users to select the transaction types to be included in the report.
Sort By	This is an optional single-select drop-down list that displays the following options: Date/Time: When selected, records are sorted based on the date and time when the tax was posted. Item Code: When selected, records are sorted based on the item code.

Click Run to generate the report.

Click Save to save the report under User Favorites section.

Sample Report

Report Fields

This report displays the following fields:

Field	Description
Item	The item for which tax was posted. This column can be filtered and sorted. Users can search for a record using this value.
Item Code	The item code of the item for which tax was posted. This column can be filtered and sorted. Users can search for a record using this value.
Property Date	Each date in the selected date range. This column can be filtered and sorted.
Posted Date/Time	The date and time when the tax amount was posted. This column can be sorted.
Account Name	The name of the account to which the tax amount was posted. This column can be filtered. Users can search for a record using this value.
Destination Account Code	The account code of the account to which the tax amount was posted. This column can be sorted. Users can search for a record using this value.
Source Account Code	The source account code of the account to which the tax amount was posted originally. This column can be sorted. Users can search for a record using this value.
Transaction Type	The type of transaction performed. This column can be filtered.
Amount	The tax amount posted. This column can be sorted.