Tax report and tax summary
Two reports cover VAT, GST and sales tax. Both read the tax lines of your sent invoices, confirmed credit notes, finalized purchases and confirmed debit notes for the period.
Tax report
Section titled “Tax report”Reports → Tax Report is laid out like a tax return: output tax collected on taxable sales, input tax paid on taxable purchases, and the net payable (due to the authority) or net refundable (credit due). Reverse-charge purchases appear as both output and input, as the rules require.
Tax summary
Section titled “Tax summary”Reports → Tax Summary gives the same figures as a compact statement with your registration number, suitable for your accountant or for filing manually.
What is included
Section titled “What is included”| Included | Not included |
|---|---|
| Sent invoices and confirmed credit notes (output) | Drafts and quotes |
| Finalized purchases and confirmed debit notes (input) | Expenses (they carry no tax line — see Record an expense) |
| Reverse-charge purchases (both sides) | Void documents (reversed) |
The totals reconcile to the balance-sheet accounts 2100 VAT Payable, 1300 VAT Receivable and 2110 RCM VAT Payable.
Country returns
Section titled “Country returns”- Saudi Arabia and the UAE — VAT return figures; Saudi e-invoices are reported through ZATCA separately. See Saudi Arabia and United Arab Emirates.
- India — use GSTR-1 and GSTR-3B under Reports for the statutory formats. See India.
- United States — sales tax collected by rate; file with your state. See United States.