Deltek Vantagepoint Help

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Tax Analysis Report

Use the Tax Analysis report to review purchases, sales, and associated taxes.

You can also use this report to review originating vendor tax entries for employee expenses, AP vouchers, and AP disbursements.

This report is available only if you select the Enable Tax Auditing Feature option on the Options form in Settings > Cash Management > Options.

The report is available in My Stuff > Reporting (an Accounting report) and on the Review tab in Accounting > Tax File Generation in the desktop application.

Leading Zeros in Voucher Numbers

If your enterprise uses leading zeros in voucher numbers but you do not want to display the zeros on the report, set the Display Voucher Number Leading Zeros option to No on the Options tab of the Accounts Payable form (Settings > Cash Management > Accounts Payable).

Leading Zeros in Invoice Numbers

If your enterprise uses leading zeros in invoice numbers but you do not want to display the zeros on the report, set the Display Invoice Leading Zeros option to No on the Options tab of the Accounts Payable form (Settings > Cash Management > Accounts Payable).

Cash-Basis Setting

To run this report as a cash-basis report, you must set Cash-Basis Reporting to Yes on the Options form in Settings > General Ledger > Options.

Retainage Invoices

This report shows retainage invoices that include tax amounts. Because the retainage invoice number is the same as the number of the original invoice from which it was withheld, Vantagepoint displays Retainage Billing in the Description column to identify the retainage invoices.

The report does not show retainage invoices for which no taxes are due.

Reverse Charge Taxes

If you use reverse charge taxes (you specify a tax code as a reverse charge tax in the Non-Recoverable Tax section on the Options tab in Settings > Cash Management > Tax Codes), to include the Reverse Charge Tax column on the Tax Analysis report, you must select it on the Columns tab of the Tax Analysis report Options dialog box.

Multiple Companies

If you use multiple companies, only information for the active company is included in this report. As a result, if you have projects for which lower levels in the work breakdown structure belong to companies other than the company that owns the project, billing transactions associated with those levels will not appear on this report when you generate it for the company that owns the project. To see those transactions, generate the report for the company to which the lower work breakdown structure level belongs.

Multiple Currencies

If you use multiple currencies, you can see display net amounts, tax basis amounts, and tax amounts in any of the following currency types:

  • Transaction currency: If you use the transaction currency, you also indicate if you want to include all currencies or only selected currencies. Vantagepoint then limits the transactions on the report to those with the specified transaction currencies.
  • Functional currency: If you use the functional currency, the report displays the amounts in the functional currency of the active company.
  • Tax currency: If you use the tax currency, the report displays the amounts in the currency specified for the tax code on the Tax Codes form. Normally, the tax currency is the currency in which the tax is reported and paid to the taxing authority. This option is available only if tax auditing is enabled for the active company.

Vantagepoint stores amounts in these types of currencies when the transaction is posted. The amounts are calculated using the exchange rates in effect on the posting date.