Release of Sales Tax Report: Related Reports and Inquiries

This topic describes reports, inquiries, and forms you may review to gather information about released tax reports.

Note:

If you do not see a report or inquiry, this could mean that you have signed in to the system with a user account that does not have access rights to a form. Sign in as the admin user, or contact your system administrator.

Reviewing a Released Tax Report

You can view the tax report of any tax agency for the specified closed or prepared tax reporting period in the following ways:

On the Release Tax Report (TX502000) form. The tax report is displayed in the table with the filled report lines.
By running the Tax Summary (TX621000) report. This report lists the report lines and their respective amounts.
By running the Tax Details (TX620500) report. This report lists the report lines with the respective amounts and the reference numbers of the documents from which these amounts were taken.

Reviewing the Documents Used for Tax Reports

You can view the documents whose amounts were accumulated in the tax report by using the Tax Report Details (TX502010) form. On this form, you need to select the tax agency for which the tax report has been created, the required tax reporting period, and any line of the tax report for which you need to view the details. The list of documents meeting the selected criteria then appears in the table. To open the form for one of these documents, click the reference number of the document in the Ref. Nbr. column.