Periods and General settings #

• Presets: Provides quick period selections (Last Year, This Year, custom ranges).
• Period: Defines the precise reporting interval that will be shown in the report.
• Currency: Allows to show amounts in transaction currency or in a default system currency.
• Group by: Lets group transactions by days, months, quarters.
• Sort field: Defines the default sort order for lines in the report.

These settings work in the same way as in the VAT Details report and are shared across tax reports.

Filters and additional options #

The left panel also contains expandable sections such as Filter, Header/Footer, Structure, Charts, and Format.

• Filter: Restrict the report to specific companies, accounts, tax types, or other dimensions.
• Header/Footer: Configure additional text and layout options for printed or exported versions.
• Structure: Choose which columns to display, add or remove groupings, and adjust the hierarchy of totals.
• Charts: (if enabled) build visual charts based on the tax amounts by period or company.
• Format: Define page orientation, font size, and export parameters for printing or sending.

Report structure and columns #

Data is grouped by the selected period (for example, month), and each transaction appears on a separate line with the following information:

• Transaction date
• Transaction type (Cash Sale, Cash Receipt, Bill Payment, Refund Payment, etc.)
• Company (customer or vendor)
• Currency
• Tax type (Excise or Levy) and rate
• Net Amount
• Tax Amount

Each grouping section ends with a subtotal line showing the aggregated Net Amount and Tax Amount for the group and currency. At the bottom of the report, a Total section summarizes the overall tax liability for the selected period.