Tax Report - Cash Basis

Starting from main screen

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports and expand the Tax Reports section to see the list of available reports.

2. Select the Tax Report - Cash Basis hyperlink

3. Enter or select the desired information

Field	Description
From Accounting Year	Select the From Accounting Year
From Accounting Month	Select the From Accounting Month
To Accounting Year	Select the To Accounting Year
To Accounting Month	Select the To Accounting Month
Details	Select a Reporting detail Summary Transaction Details
Group by Tax Code	Select the Group by Tax Code - Optional.
Filters	Users can include only specific filters to the report. Offices The list of offices you see are based on the Office Restrictions on your Employee record.

Users will not be able to consolidate multiple Offices using their home currency, as the selected Offices don't all have the same Home Currency.

Select an specific office to view the report

4. Select PREVIEW to view the Tax Report - Cash Basis Preview. Users can also select Excel to download the report into data format.

How to create a Tax Report - Cash Basis