GST Report (Summary)

Owned by Van Ho (Deactivated)
Last updated: Jun 02, 2020 by Diane Partridge
2 min read

Overview

Image of report result

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If you are not using the GST Module and running a GST Batch, and you are running reports to work out what GST is received and paid, you will need to run your reports by date created and not date. 
This is because when you run a gst batch and post the gst batch, the system flags the gst items as Extracted.  So if a transaction is back dated into a prior gst quarter that has been extracted into a batch and posted, the system will exclude those transactions from the next gst batch extract.
This is very important.

Running the report

  1. In the Navigation panel, go to Reports>Form Reports.
  2. In the list of reports find the category Financials- Tax then select GST Report (Summary) F-012

  3. Select a parameter some options may be as per image

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  4. Select the parameter 

  5. Click on Show Report Using Parameters action button within the detail area action button 

     Click here to expand...

  6. Start date and End date fields
    1. If you require all dates leave both fields blank
    2. If you require 1 customer key in same card id into both fields
    3. If you require specific range of customers based on card id enter start customer and end customer for that range. 
  7. Click OK and report runs
  8. Result appears as above image. 

This report shows you in summary the items for GST. 
There is a GST module, where you can look at the GST Items, filter etc.
There is also a GST Batch module, where you can extract gst items into the module. If you back date transactions, these transactions will be part of the next gst batch extract


Use Case