Sales Relief - Revision history

Gelo: Changed categories.

2022-04-07T06:44:57Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:29:33Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:27:58Z

Changed categories.

Gelo at 02:33, 1 April 2022

2022-04-01T02:33:35Z

Gelo at 03:44, 28 March 2022

2022-03-28T03:44:22Z

Gelo at 06:02, 7 December 2021

2021-12-07T06:02:22Z

Gelo at 06:00, 7 December 2021

2021-12-07T06:00:37Z

Gelo at 05:49, 7 December 2021

2021-12-07T05:49:29Z

Gelo at 17:33, 6 September 2021

2021-09-06T17:33:10Z

Gelo at 05:54, 12 March 2021

2021-03-12T05:54:49Z

← Older revision		Revision as of 06:44, 7 April 2022
Line 114:		Line 114:
	[[Category:Tax Reports]]		[[Category:Tax Reports]]
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Financials]]

@@ Line 111: / Line 111: @@
 |[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
 |}
-[[Category:Sales Reports]]
 [[Category:Tax Reports]]

← Older revision		Revision as of 06:27, 6 April 2022
Line 111:		Line 111:
	\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]		\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]
	\|}		\|}
		+	[[Category:Sales Reports]]
		+	[[Category:Tax Reports]]

@@ Line 71: / Line 71: @@
 =====<span class="mw-headline" id="Exporting_Sales_Relief" style="box-sizing: inherit;">Exporting Sales Relief CSV</span>=====
-#Under the Main Menu, Click '''[[Reports]]''' Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
+#Click '''[[Reports]]''' Under Reports Menu,
 #Under [[Sales Relief]] Report, click the '''CSV Button''' on the right side. Take note that you can also filter the Date Range and Customer for Precise Exportation of Records.
@@ Line 78: / Line 79: @@
 =====<span class="mw-headline ve-pasteProtect" id="Exporting_Sales_Relief" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Sales Relief DAT</span>=====
-#Under the Main Menu, Click '''[[Reports]]''' Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
+#Click [[Reports]] under Main Menu
 #Under [[Sales Relief]] Report, click the '''DAT Button''' on the right side.
@@ Line 85: / Line 87: @@
 =====<span class="mw-headline" id="Viewing_Detailed_Gross_Sales_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Sales Relief Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
+#Under Reports Page, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]] Section.
 #Under [[Sales Relief]] Report, Clicking the linked amount under Gross Sales Column will redirect the user to the voucher information on that respective amount.

@@ Line 1: / Line 1: @@
-<div style="text-align: center;">[[Tax Reports]] | [[Sales Relief]]</div>
+<div style="text-align: center;">[[Tax Reports]] | [[Sales Relief]] | [[Accounts Receivable]] | [[Receipt Voucher]]</div>
 ==Sales Relief Report==
 ======Sales Relief Report Menu List======
 '''Sales Relief Report''' refers to the Summary List of Sales that are taxable and non taxable within the certain period.
-====== Requirements before using Sales Relief Report ======
+======Requirements before using Sales Relief Report======
 The user should have the following records in order to use the Sales Relief Report
-* [[Accounts Receivable]]
+*[[Accounts Receivable]]
-* [[Receipt Voucher]]
+*[[Receipt Voucher]]
-* [[Company]]
+*[[Company]]
-* [[Customer]]
+*[[Customer]]
-* [[Tax]]
+*[[Tax]]
 {| class="wikitable" style="margin: auto;"
@@ Line 66: / Line 69: @@
 #Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Receivable]] transaction.
-===== <span class="mw-headline" id="Exporting_Sales_Relief" style="box-sizing: inherit;">Exporting Sales Relief</span> =====
+=====<span class="mw-headline" id="Exporting_Sales_Relief" style="box-sizing: inherit;">Exporting Sales Relief CSV</span>=====
-# Under the Main Menu, Click '''[[Reports]]''' Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
+[[File:Tax Reports - Sales Relief - Export CSV.png|border|center|1829x1829px]]
-===== <span class="mw-headline" id="Viewing_Detailed_Gross_Sales_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Sales Relief Report</span> =====
+=====<span class="mw-headline ve-pasteProtect" id="Exporting_Sales_Relief" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Sales Relief DAT</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]''' Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
-# Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
+#Under [[Sales Relief]] Report, click the '''DAT Button''' on the right side.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
@@ Line 86: / Line 100: @@
 | style="" |Maintenance
 | style="" |[[Maintenance]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''

@@ Line 2: / Line 2: @@
 ==Sales Relief Report==
 ======Sales Relief Report Menu List======
 '''Sales Relief Report''' refers to the Summary List of Sales that are taxable and non taxable within the certain period.
 {| class="wikitable"
 |+Sales Relief Report Terms on Oojeema System
@@ Line 54: / Line 62: @@
 |The total amount of Sales with Taxes Applied
 |}
-#'''Record Filters'''(Date Range, Customers, Item List) - This refers to the set of filters for precise searching of records.
+# Under the Main Menu, Click '''[[Reports]]''' Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
-#*Date Range is set automatically by the current month by default.
+# Under [[Sales Relief]] Report, click the '''CSV Button''' on the right side. Take note that you can also filter the Date Range and Customer for Precise Exportation of Records.
-Notes:
+===== <span class="mw-headline" id="Viewing_Detailed_Gross_Sales_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Sales Relief Report</span> =====
-#For further instructions on how to Export Records, how to View Gross Sales Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Sales Relief Aids|here]]
+# Under the Main Menu, Click '''[[Reports]]'''
-#Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Receivable]] transaction.
+# Under Reports Menu, Click '''[[Sales Relief|Sales Relief Report]]''' under [[Tax Reports]].
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
@@ Line 91: / Line 88: @@
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
@@ Line 105: / Line 99: @@
 |Tax Reports
 |[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
 |}

← Older revision		Revision as of 05:49, 7 December 2021
Line 1:		Line 1:
−	<div style="text-align: center;">[[Tax Reports]] \| [[Sales Relief~~]] \| [[Sales Relief Aids~~]]</div>	+	<div style="text-align: center;">[[Tax Reports]] \| [[Sales Relief]]</div>

	==Sales Relief Report==		==Sales Relief Report==

@@ Line 8: / Line 8: @@
 {| class="wikitable"
 |+Sales Relief Report Terms on Oojeema System
 !'''Field'''
-! '''Description'''
+!'''Description'''
 |-
 |1. '''Record Filters'''
@@ Line 62: / Line 62: @@
 #'''Company Details''' - Refers to the basic information of the [[Company]].
 #*This can be updated by visiting the [[Company]] Maintenance Module.
 #'''Taxable Month''' - Month filtered for transaction records.
 #'''TIN''' - Tax Identification Number of the Customer
@@ Line 89: / Line 88: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
-| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
+| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 97: / Line 96: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
-| style="" |[[Branch Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Tax Aids]]
+| style="" |[[Company Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">[[Tax Reports]] | [[Sales Relief]] | [[Sales Relief Aids]]</div>
-== Sales Relief Report ==
+==Sales Relief Report==
 [[File:Sales Relief Report.png|center|thumb|1100x1100px|Sales Relief Report]]
-====== Sales Relief Report Menu List ======
+======Sales Relief Report Menu List======
 '''Sales Relief Report''' refers to the Summary List of Sales that are taxable and non taxable within the certain period.
-Sales Relief Report Terms on Oojeema System
+*Date Range is set automatically by the current month by default.
-# '''Record Filters'''(Date Range, Customers, Item List) - This refers to the set of filters for precise searching of records.
+*This can be updated by visiting the [[Company]] Maintenance Module.
-#* Date Range is set automatically by the current month by default.
+*Company Details may vary depending on the [[Branch]] chosen which can be seen in [[Maintenance]] Module.
-#* Customer is set to Filter: All by default
+|-
-#* Item List is set by 10 records per page by default.
+|4. '''Taxable Month'''
-# '''Exports''' - refers on how the records want to be exported(by CSV or DAT)
+|Month filtered for transaction records.
-# '''Company Details''' - Refers to the basic information of the [[Company]].
+|-
-#* This can be updated by visiting the [[Company]] Maintenance Module.
+|5. '''TIN'''
-#* Company Details may vary depending on the [[Branch]] chosen which can be seen in Maintenance Module.
+|Tax Identification Number of the [[Customer]]
-# '''Taxable Month''' - Month filtered for transaction records.
+|-
-# '''TIN''' - Tax Identification Number of the Customer
+|6. '''Customer'''
-# '''Customer''' - Customer recorded on the transaction
+|[[Customer]] recorded on the transaction
-# '''Gross Sales''' - Gross sales are the grand total of sales transaction.
+|-
-# '''Exempt Sales''' - Amount of Sales in the Sales Transaction  that is tax free but normally subjected to sales tax.
+|7. '''Gross Sales'''
-# '''Zero Rated Sales''' - Amount of Sales that are still VAT -taxable but the rate of VAT you must charge your customers is 0%
+|Total amount of Sales without VAT
-# '''Taxable Sales''' - Base Amount of Sales in the Transaction without any Tax Applied
+|-
-# '''Output Tax''' - The Tax amount Applied on the Taxable sales based on what Tax is charge on the transaction
+|8. '''Exempt Sales'''
-# '''Gross Taxable Sales''' - The total amount of Sales based from the Taxable Sales with the Taxes applied.<br />
+|Sales without tax implied
 Notes:
-# For further instructions on how to Export Records, how to View Gross Sales Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Sales Relief Aids|here]]
+#For further instructions on how to Export Records, how to View Gross Sales Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Sales Relief Aids|here]]
-# Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Receivable]] transaction.
+#Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Receivable]] transaction.
-====== Sales Relief Report View Transaction ======
+======Sales Relief Report View Transaction======
 [[File:Sales Relief Report View Transaction.png|center|thumb|1100x1100px|Sales Relief Report View Transaction]]
 <br />
@@ Line 43: / Line 89: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
-| style="" |[[Branch]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
+| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''