The Tax Detail Report lists transactions that are included in each box on the tax return. Below are common questions answered about the Tax Detail Report.
How is the Tax Detail Report run?
The Tax Detail Report will automatically run on the basis you have chosen in your Tax Settings.
How are the amounts on the tax report calculated?
- The amounts on this report are calculated for the dates you choose at the top of the report screen.
- If you've backdated any transactions or made any changes to a transaction you have already filed (known as Exceptions), these will not be included on this screen.
Note: To see these transactions (known as Exceptions), refer to your Tax Exception Report, or go to the Submit return screen.
Can I modify the dates for this report?
You can modify the dates for this report in order to show your tax transactions as of an earlier date or to see the detail of your sales and purchases for a different date range.
- Go to Reports (Take me there).
- In the search box, enter Tax Detail Report and then select it.
- Select the report period and desired date range.
- Select Run report.