You can create a Sales Tax (VAT/GST) Report for a specific period based on a pre-configured Sales Tax Report Template (see Create a Sales Tax Report Template with Excel Reporting).
- Click the Tax Report Documents link from the Main Menu. The Documents | Tax Report Documents screen opens.
- Click the arrow next to the Add button.
- Select Add Document From Template. The Select Template Document screen opens.
- Select the existing tax template document.
- Click the Select button. The Add Document screen opens. If you receive shell document or file location errors, see Document Classes for more information.
- Enter name of the tax report into the Description field.
- Select the Details tab.
- Enter the necessary information:
- Heading - Document heading and subheading for the document for organization purposes.
- Category - Category for the document.
- Sort - Order the document displays. (01 for first, 02 for second, etc.)
- Sensitivity - Sensitivity for the document. This can determine who is able to view and/or edit the document.
- Select the Access tab.
- Select who can access the document:
- Only Me - Only you can view and edit the document.
- Everyone - All users can view and edit the document.
- Users and Roles - Only selected users and users assigned to the selected Role(s) in the drop-down can view and edit the document.
- Click OK. Excel opens.
- Select the Momentus Reporting tab.
- Click Workbook in the Definitions section. The Workbook Definitions screen opens.
- Enter the dates for your report period in the Dates field.
- Click OK. You return to the Excel screen.
- Select the Momentus Reporting tab.
- Click the Run button.
To review the source of any cell values, right-click on the cell and select Retrievals. You can see which values are included down to the source transaction (invoice, order, voucher).
Comments
0 comments
Please sign in to leave a comment.