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Tax Report

How To Localize

Contents

Introduction

This document explains how Openbravo generates tax reports. A tax report is quite similar to an accounting report. You can build and customize tax reports by using this tool.

The information contained in a tax report is taken from the invoices, not from accounting. So any information regarding taxes contained in accounting – but not in invoices – will not be shown.

Tax Reports

Go to Financial Management > Accounting > Analysis Tools > Tax Report Setup.

Click on New.

TaxReportsNewTaxReport.png

Each new element created in this screen will be a node of a Tax Report. The options of this screen are:

Click Save when you are done creating each node.

Once you've create all the nodes of your report, you can access it by clicking on: Financial Management > Accounting > Analysis Tools > Create Tax Report

Select the date range and the report. Click 'OK' to generate the report.

Tax Report. New window.

Tax Report example

This example shows how to create a VAT tax report called "Tax Report" with two nodes: "Sales Taxes" and "Purchases Taxes".

Report structure

TaxReportExampleSchema.png

Creation of the Tax Report

1. Go to Financial Management > Accounting > Analysis Tools > Tax Report Setup.

2. Click on either TaxReportsNewIcon.png Create a new record in a form or TaxReportsInsertRow.png Insert Row.

3. Select an Organization.

4. Give the report a Name: "Tax Report".

5. Verify that Active checkbox is selected

6. Check Report, Shown and Summary Level checkbox.

7. Leave the Tax field blank.

8. Click TaxReportsSave.png Save.

TaxReportsTaxReportNode.png

Creation of the "Sales Taxes" node

1. Click on either TaxReportsNewIcon.png Create a new record in a form or TaxReportsInsertRow.png Insert Row.

2. Select an Organization.

3. Give the node a Name: "Sales Taxes".

4. Verify that Active checkbox is selected

5. Check the box for: Shown, Sales Transaction and Negative.

6. Select a Sales Tax rate.

7. Click TaxReportsSave.png Save.

TaxReportsSalesTaxesNode.png

Creation of the "Purchases Taxes" node

1. Click on either TaxReportsNewIcon.png Create a new record in a form or TaxReportsInsertRow.png Insert Row.

2. Select an Organization.

3. Give the node a Name : "Purchases Taxes".

4. Verify that Active checkbox is selected

5. Check the box Shown.

6. Select a Purchase Tax rate.

7. Click TaxReportsSave.png Save.

TaxReportsPurchasesTaxesNode.png

Now that all the nodes are created click on the TaxReportsTreeIcon.png Tree button:

TaxReportsTree.png

Drag and drop the nodes to create the following tree:

TaxReportsDragandDrop.png

Tax Report launch

To Launch the report go to: Financial Management > Accounting > Analysis Tools > Create Tax Report:

TaxReportsCreateTaxReport 2.png

Choose the tax report, and click on Ok.

The report looks like this:

TaxReportsFinalTaxReport.png

Retrieved from "http://wiki.openbravo.com/wiki/Tax_Report"

This page has been accessed 9,092 times. This page was last modified on 15 June 2011, at 15:50. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.