Tax Reports

Go to: Financials → Reports → Tax Reports

Report	What it shows
Sales Tax Report	Tax recorded on Sales Invoices
Purchase Tax Report	Tax recorded on Purchase Invoices
Payment Tax Report	Tax rows recorded against completed Payment Entries

Use the available fiscal year, party, tax, invoice, account, payment type, and status filters to match the reporting requirement. Reports can be exported to CSV and, where available, PDF.

Reconcile sales tax

Run Sales Tax Report for the period.
Compare it with Customer Tax Ledger.
Review the tax account in General Ledger.
Check returns and credit notes.
Open source Sales Invoices for rate/account differences.

Reconcile purchase tax

Run Purchase Tax Report for the period.
Compare it with Supplier Tax Ledger.
Review the tax account in General Ledger.
Check returns and debit notes.
Open source Purchase Invoices for rate/account differences.

Payment Tax Report

Use Payment Tax Report to review the individual taxes added to or deducted from completed payments. Each row represents one tax row from a Payment Entry. Non-tax charges, draft payments, and cancelled payments are not included.

Go to: Financials → Reports → Tax Reports → Payment Tax Report

Before you run the report

Confirm that the Payment Entry is Completed.
Confirm that its tax row uses a tax rule rather than a charge rule.
Confirm that the tax row has the correct GL account, rate, amount, and Added or Deducted treatment.
Ensure your role has the View Payment Tax Report capability.

Generate the report

Select the Fiscal Year.
Optionally select a Payment Type:
- Pay for outgoing payments.
- Receive for incoming payments.
Select Generate Report.
Select a Payment Entry number to open and review the source payment.

Report columns

Column	Meaning
Payment Entry	The completed payment containing the tax row. Select it to open the payment.
Payment Type	Whether the payment was paid or received.
Customer / Supplier	The party associated with the payment.
Tax Entry	The tax rule applied to the payment.
Tax Account	The GL account used to post the tax.
Rate	The tax percentage entered on the payment.
Tax Paid	The tax amount converted to the organization currency.
Treatment	Added increases the net bank amount; Deducted reduces it.

The summary cards show the total tax amount in organization currency and the number of tax rows returned.

Select Export CSV for spreadsheet review and reconciliation.
Select Export PDF for a presentation-ready report. The PDF includes the company name, primary address, fiscal-year period, applied rows, and report total.

Reconcile payment tax

Run Payment Tax Report for the fiscal year and payment type.
Open the Payment Entry from the report and compare its tax rows.
Verify the tax rule, account, rate, treatment, and amount.
Review the tax account in General Ledger for the same period.
Compare payment-related tax with Sales Tax Report, Purchase Tax Report, and the relevant party tax ledger when investigating a difference.

A payment can contain more than one tax row, so the same Payment Entry may appear multiple times in the report.

If an entry is missing

Check that the Payment Entry is completed, belongs to the selected fiscal year, contains a positive tax amount, and uses a rule configured as Tax. Also clear the Payment Type filter and generate the report again.

Reported tax follows approved transaction rows, accounts, dates, and returns. Confirm local filing rules separately; ERPX report names do not replace legal tax advice.