What this page is for
The figures for your tax return: net sales and tax for each tax rate on invoices issued in the period, less credit notes.
Who can use it
See the tax report (by default Admin and Finance).
How to run the report
- Choose From and To (the current quarter is shown first) and select Filter.
- Select Download CSV for a spreadsheet.
Fields and columns
| Column | Meaning |
|---|---|
| Tax | The tax rate, or "No tax" for lines without tax. |
| Code | The tax rate's code. |
| Net sales | Net amounts of the lines, less credit notes. |
| Tax | Tax charged, less tax on credit notes. |
Statuses and automation
Only issued invoices and credit notes count, by issue date. Drafts are left out.
Settings that change this page
Tax rates.
FAQs
Is tax collected at the property included? Only when it is on an invoice.
Troubleshooting
| Problem | What to do |
|---|---|
| A figure looks too low | Check that the invoices are issued and dated in the period. |