Tax Analysis General Tab

Use the General tab to select report options for the Tax Analysis report and to save sets of options for reuse.

Contents

Fields

Field	Description
Report Name	This prefills with Tax Analysis, which you can change.
Tax Code	Select the tax codes to include in the report. Select <all tax codes> if you want the report to include transactions for all tax codes. To select one or more tax codes, click to open the Tax Code Lookup and select tax codes.
Inputs	Select this check box if you want to display purchases on the report.
Outputs	Select this check box if you want to display sales on the report.

Time Frame Section

Field

Description

Time Frame

Specify the period for the report: Current Period — Select this option to generate the report for the accounting period that is currently open. Year-to-Date — Select this option to generate the report for the current fiscal year through the current accounting period. Range of Periods — Select this option to generate the report for a range of accounting periods. Select accounting periods from the drop-down lists, or enter them in mm/yyyy format. Range of Dates — Select this option to generate the report for a range of dates. Enter the start and end dates, or click the calendar icons to select the dates.

Check Boxes and Fields

Field	Description
Hide Detail	Select this check box to generate the summary version of the report. Clear this check box to generate the detailed version of the report.
Cash Basis Reporting	This check box is enabled only if the Cash-Basis Reporting check box is selected on the Reporting tab in Configuration > Accounting > System Settings. Select this option to generate the cash-basis version of the report.
Run Report Based on Originating Vendor	This check box is enabled only if the Enable Originating Vendor for Employee Expenses and A/P Vouchers check box is selected on the Tax Auditing tab in Configuration > Accounting > Company Settings. Select this check box to run the Tax Analysis Report based on the originating vendors rather than the real vendor entered for the transactions. Any sorting, selection, or columns that would normally use the real vendor will instead use the originating vendor. (You enter originating vendors for line items for employee expense reports, accounts payable vouchers, and accounts payable disbursements that are entered in the Transaction Center or expense reports entered in Time & Expense.)
Report in	If you use the Multicurrency feature, use the drop-down list to select the currency in which to display net amounts, tax basis amounts, and tax amounts on the report: Transaction Currency — If you choose to use transaction currency, the report displays the amounts in the currency associated with the individual transactions. Use the Currency field to indicate if you want to include all currencies or only selected currencies. Vision then limits the transactions on the report to those with the specified transaction currencies. Functional Currency — If you choose to use functional currency, the report displays the amounts in the functional currency of the active company. Tax Currency — (This option is only available if tax auditing is enabled for the active company.) If you choose to use tax currency, the report displays the amounts in the currency specified for the tax code in the Tax Codes form. Normally, this is the currency in which the tax is reported and paid to the taxing authority.
Currency	If you use the Multicurrency feature and you select Transaction Currency in the Report in field, use this field to indicate whether you want to include all currencies or only selected currencies. Vision then limits the transactions on the report to those with the specified transaction currencies. Click to display the Currency Lookup and select the currencies.

Include on Report Section

Select one or more of these options to specify the tax analysis information to include on the report. If no selections are made, the report includes all tax analysis data, according to the report options that you select.

If you select all options in this section, all vendors, employees, and client transactions charged to the selected project are included on the report.

Field	Description
Vendor	Select this option to include tax analysis data for vendors on the report. You can use the lookup to select a vendor record and display all associated transactions.
Employee	Select this option to include tax analysis data for employees on the report. You can use the lookup to select an employee record and display all associated transactions.
Project	Select this option to include tax analysis data for any clients related to the select project on the report. You can use the lookup to select a project record and display all associated transactions charged to that project.