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Settle and post sales tax - Transaction date

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Posted on by 15

Hello,

is it possible to process settlements for i.e. Q3 2022, and the posting date (Transaction date) of the settlement is a date after Q3 2022?

If yes, does this require a specific setup in paramters?

Many thanks

Nette

  • Nette78 Profile Picture
    Nette78 15 on at
    RE: Settle and post sales tax - Transaction date

    Many thanks.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: Settle and post sales tax - Transaction date

    Hi Nette78,

    Like Andre mentioned, you can proceed to post a sales tax settlement by defining the "Transaction date". 

    Ref. to the warning, Transaction date should be in the date range of the tax period, otherwise the tax settlement transaction will be in different sales tax settlement period.

    pastedimage1674208700095v2.png

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,979 Super User 2025 Season 1 on at
    RE: Settle and post sales tax - Transaction date

    Hi Nette,

    Yes, this is possible. The From date determines which period to settle. The Transaction date field on the dialog determines the posting date. You will get a warning if this is not in the same period, but you can ignore this warning when required.

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