Tax Summary

Form ID: (TX621000)

On this form, you can prepare a report that shows the summary tax information for the specified closed or prepared tax reporting period for the selected tax agency.

The system uses the report version specified in the Report Version box on the Reporting Settings (TX205100) form for which a tax report has been prepared on the Prepare Tax Report (TX501000) form for the tax period you select. For details on versions of a tax report, see Tax Report Configuration: Multiple Versions of a Tax Report.

The report lists the tax report lines with their respective amounts. The report uses the currency of the tax agency.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the data to be displayed on the report:

  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • Tax Agency: The applicable tax agency. Select a tax agency, or leave this box empty to view information on all tax agencies.
    The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
    • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
  • Tax Period: The period to be reported on. Select a period, or leave the box blank to view information on all closed or prepared tax periods.