Tax Report

Introduction

This document explains how does Openbravo generate tax reports. This report is quite similar to the accounting report. With this tool it is possible to build as many tax reports as we want, and with the tax elements, and detail level we want.

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

The Tax Reports

Go to Financial Management > Accounting > Analysis Tools > Tax Report, and click on New:

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

• Client
• Organization
• Active
• Name
• Description
• Report: If a node is marked up as “Report”, the node will be the root node of a tax report. Each report must have one, and only one node of type “Report”.
• Tax: The tax rate from where the information for this node will be obtained.
• Shown
• Summary Level: As the tax report are organized hierarchically, this option allows the node to have child nodes.
• Sales Transaction: if checked, the amount of this node will be obtained from the lines of all the sales invoices with the selected tax rate; if not checked, the amount will be obtained from the lines of all the purchase invoices with the tax rate selected in the “Tax” field associated.
• Negative: if checked, the positive amounts will be situated in the credit column; if not checked, in the debit column.

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

In this window, the from and to dates can be selected. Also which tax report must be generated.

An Example

For creating a new tax report for a tax assessment on the VAT tax, following the next schema:

go to Financial Management > Accounting > Analysis Tools > Tax Report. Click on New, and fill up the name of the report, check report, shown, summary level, and leave tax in blank:

Create the rest of the nodes: the sales tax node, with the shown, sales, and negative checkboxes:

Now the other node, that will have checked only the Shown checkbox:

Ok, all the nodes have been created. Create now the tree: click on the button:

And by dragging and dropping each node, build the tree:

Now it’s time to see the report created, by clicking in Financial Management > Accounting > Analysis Tools > Create Tax Report:

Choose the tax report, and click on Ok. This is the report obtained: