TAX REPORTING STATUS BY TRANSACTION

Use this screen to mark transactions included in previous Value Added Tax (VAT) reports. This will ensure that future VAT reports do not include these marked transactions. Use this screen before you prepare your company's VAT return.

Fill Table

Select this pushbutton to populate the table window with records from the database.

Transaction Type

Output

Bills

Select this radio button to view your company's billing transactions.

Type

Use this drop-down box to view all your company's billing transactions or just a specific type. The choices are: "All," "Customer Product," "Project Product," "Manual," "Milestone/ Percent Complete," or "Sales Order."

Invoice Date

Starting

Enter a beginning invoice date for a range of invoices to display in the table window. This field is optional.

Ending

Enter an ending invoice date for a range of invoices to display in the table window. The default for this field is today's (system) date.

Input and Acquisitions

Vouchers

Select this radio button to display voucher (Accounts Payable) information in the table window.

Type

Use this drop-down box to view all your company's vouchers or just a specific type. The choices are: "All," "AP," "PO," or "Travel."

Check Date

Starting

Enter a beginning check date for a range of checks to display in the table window. This field is optional.

Ending

Enter an ending check date for a range of checks to display in the table window. The default for this field is today's (system) date.

Table Window

When the "Bills" Transaction Type is selected, this window will display the Customer ID, Customer Name, Bill Type, Invoice Number, Invoice Date, Due Date, Invoice Amount, Tax Amount, Discount Amount, Discount Taken Amount, Paid Amount, Declaration Point Code, EC Country Dest Code, Intrastat Reference No, Mode of Transport, Permit Id, Shipping Method Descriptive Code, Supply Date, Traffic Direction Cd, Value Added Tax Id, and Value Added Tax Date for the bills selected.

When the "Vouchers" Transaction Type is selected, this window will display the Vendor ID, Vendor Name, Voucher Number, Voucher Type, Invoice Number, Invoice Date, Due Date, Entered Date, Check Number, Check Date, Fiscal Year, Period, Invoice Amount, Tax Amount, Discount Amount, Discount Taken Amount, Paid Amount, Declaration Point Code, EC Country Dest Code, Intrastat Reference No, Mode of Transport, Permit Id, Shipping Method Descriptive Code, Supply Date, Traffic Direction Cd, Value Added Tax Id, and Value Added Tax Date for the vouchers selected.

Detail

Select this pushbutton to view the Detail subtask.

Tables Updated

RPT_TAX_LN and RPT_TAX HDR