Sales Tax reports

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Posted on by Rui Gomes da Silva

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Hi all,

I wonder if anyone would be able to provide some clarity.

I have a question with regards to 2 sales tax reports.

1) Posted sales tax

2) Report sales tax for settlement period

Is there a setting that will allow me to view transactions in these reports with no tax included?

Thanks in advance!

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Prem Kumar Bachu 3,418 on at

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Hi Rui,

These reports are purely designed for tax transactions, I don't think we can get non-tax transactions in this report.

Check the invoice journal reports which gives you all the invoices details(GST, Non-GST)

Thanks,

Prem

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi Rui,

1) Posted sales tax show all posted tax transaction in the company where you can filter against e.g. Voucher, Date, sales tax code and etc. You can click on the voucher to check the original document.

2) Report sales tax for settlement period show a report over declaration of tax settlement in regards to a specific tax periode. Up to how frequent you need to send tax declaration for your company to Tax Administration, you can define your "Sales tax settlement periods". f.eks. with 2 month as interval (i.e 6 periods in each year). Then you can generate tax declaration report in regards with your defined tax period

PS.This report can be generated different based on your company setup and sales tax codes report lay out.

This report indicates the sum amount of tax code and its report layout (it is now shown in transaction/voucher level). f.eks. for DC is as follows:

Regards,

Alireza

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Rui Gomes da Silva 215 on at

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Thanks so much Alireza,

But my apologies I have misunderstood the issue. Basically what is going on is that we have item tax groups set up for a 0% tax value. When we enter transactions in with these associated item sales tax groups they are not populating on the posted sales tax report and the Report sales tax for settlement period. Is there a setting I am missing? It is only showing the transactions that have tax values with a positive value.

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi Rui,

You need to check which sales tax code is associated with the item tax groups that mentioned. First check, if the sales tax code 0% has set up correctly (e.g. ledger posting group) and it should be used in declaration report (i.e. Combination of "Sales tax group" and "Item sales tax group" will return to a "Sales tax code") You can check it from "Sales tax code" form

When it applies to the Report sales tax for settlement period, please check if the sales tax code 0% uses correct report codes or report layout on Report setup and Report setup - credit note based on your company setup. This setup can be local based on the company, For example, for Norwegian companies, we need to use both report layout and reporting tax code:

I hope it helps,

Regards,

Alireza

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Rui Gomes da Silva 215 on at

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Hi Alireza,

Just an update. I have recreated the issue in a test environment, it seems what has happened is that on the sales tax form the % is showing 0% however when drilling down to the values it is blank. For some reason it was not giving an error with nearly all the transactions. As soon as a value added to the sales tax code it then populates on the reports.

Thanks for the assistance.

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