Enter Tax Report Information
Explanation
Use this activity to create tax reports. Tax reports are used as selection
criteria when creating tax proposals in the Automatic
Tax Proposal window. If you want to create a
tax report for multi-company tax reporting then connect the relevant companies
to the tax report.
Prerequisites
- To enter tax codes, you must have entered tax codes in
Tax Codes.
- To enter tax accounts, you must have entered tax accounts in
Account.
- To enter delivery types, you must have entered tax codes in
Delivery Types.
- To enter tax books, you must have entered tax books in
Tax Books.
- To enter tax structures, you must have entered tax structures in
Tax Book Structure.
- To connect companies, you must have access to
those companies. Also the accounting currency must be the same for all
connected companies in order to create a multi-company tax report.
System Effects
As a result of this activity when the tax report is saved the company in
which the tax report was created will be updated in Tax Report\Company
tab window. You can also specify tax reports for tax offices,
and select tax reports when loading new tax proposals.
Window
Tax Report
Related Window Descriptions
Tax Report
Procedure
- Open the
Tax Report window and create
a new record.
- Enter an ID for the tax
report in the Report No field.
- Enter
a description for the tax report in the Description field.
-
Select a template to be used for the tax report.
Available templates depend on the country of the company.
The Obsolete Tax Template checkbox will be selected
automatically if a tax report based on a system defined tax template has
been made obsolete.
- Select appropriate values from the
list for the fields Detail Level, Sort Order, Proposal
Period/Date Range, Output MediaCorrection Type. The
possible values depend on the template used.
also
- Enter relevant information in the
Tax Codes,
Tax Account, Tax Book, Tax Structure,
Branch, Ref
Reports, Sort, Transaction Code, Delivery Type
and Company tabs if
appropriate.
- Save your changes.