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Reports with consolidated data (voucher, invoice, sales tax code)

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Posted on by 11
Hi team, 
 
I am looking for some standard reports or possible solutions that have all the 3 elements and can run with a period/dates range:
  • Voucher number with date
  • Invoice number with date 
  • Sales tax code with base amount and tax amount 
Do you know if such reports readily available in Dynamics Finance and Operation finance? If not, is there any no-code/low-code way to build it?
 
Currently the data stays in a few reports: 
1) Sales tax transactions
Voucher
Invoice
2) Posted sales tax
Voucher
Sales tax code
 
Then the user needs to link the above data to the boxes that are mapped for the sales tax codes, with the example of Germany Report sales tax for settlement period
3) Report sales tax for settlement period
Sales tax code
reporting code (VAT declaration Boxes)
 
The process is quite manual and time-consuming.
Each report seems to work on its own and look fine. But if you need all the pieces [dates, voucher, invoice, sales tax code, reporting code (VAT declaration boxes)] come together, it is manual. 
 
Thank you! 
  • Community member Profile Picture
    Community member 11 on at
    Reports with consolidated data (voucher, invoice, sales tax code)
    Thank you, Andre. Clear. 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    Reports with consolidated data (voucher, invoice, sales tax code)
    In case the invoice is not filled, you would be able to retrieve it via the customer or vendor transaction. You can link these transactions using the voucher and transaction date fields. It is not possible to get a report with this information via configuration. You would need to consider a custom report to combine data from several tables.
  • Community member Profile Picture
    Community member 11 on at
    Reports with consolidated data (voucher, invoice, sales tax code)
    Hi Andre, thanks for the suggested answer.
    The Posted sales tax report does not contain Invoice number (even though the field Invoice is there but there is no data in that column). It has only the Voucher number.
    We need to have both Voucher and Invoice number.
    Thanks.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    Reports with consolidated data (voucher, invoice, sales tax code)
    Hi,
     
    There is an alternative available when there is no suitable standard report. I do assume you are looking for a report based on the posted sales tax transactions. You can navigate to the form Posted sales tax. Then add the columns to the grid which are missing. You can save it as Saved view. You can then use the export to Excel feature to export the details from the grid. When required, you can add filter ranges to export only specific transactions with e.g. a date range.

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