Difference between revisions of "Purchase Relief"

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<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]] | [[Purchase Relief Aids]]<br /></div>
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<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]] | [[Accounts Payable]] | [[Payment Voucher]]<br /></div>
  
 
==Purchase Relief==
 
==Purchase Relief==
[[File:Purchase Relief Report Menu List.png|center|thumb|1100x1100px|Purchase Relief Report Menu List]]
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======Purchase Relief Report======
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[[File:Tax Reports - Purchase Relief - Menu.png|border|center|1500x1500px]]
 +
 
  
======Purchase Relief Report======
 
 
'''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
 
'''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
 +
 +
======<span class="mw-headline" id="Requirements_before_using_Sales_Relief_Report" style="box-sizing: inherit;">Requirements before using Purchase Relief Report</span>======
 +
The user should have the following records in order to use the Purchase Relief Report
 +
 +
*[[Accounts Payable]]
 +
*[[Payment Voucher]]
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*[[Company]]
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*[[Supplier]]
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*[[Tax]]
 +
 
{| class="wikitable"
 
{| class="wikitable"
 
|+<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Purchase Relief Report Terms on Oojeema System</span>
 
|+<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Purchase Relief Report Terms on Oojeema System</span>
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Notes:
 
Notes:
  
#For further instructions on how to Export Records, how to View Gross Purchase Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Purchase Relief Aids|here]]
 
 
#Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
 
#Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
  
======<span class="mw-headline" id="Sales_Relief_Report_View_Transaction" style="box-sizing: inherit;">Purchase Relief Report View Transaction</span>======
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=====<span class="mw-headline" id="Exporting_Purchase_Relief_Report" style="box-sizing: inherit;">Exporting Purchase Relief Report CSV</span>=====
 +
 
 +
#Click '''[[Reports]] U'''nder the Main Menu.
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#Under Reports Page, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]] section.
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#Under [[Purchase 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.
 +
 
 +
[[File:Tax Reports - Purchase Relief - Export CSV.png|border|center|1707x1707px]]
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 +
=====<span class="mw-headline ve-pasteProtect" id="Exporting_Purchase_Relief_Report" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Purchase Relief Report</span> DAT=====
 +
 
 +
#Click [[Reports]] Under the Main Menu.
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#Under Reports Page, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]] section.
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#Under [[Purchase Relief]] Report, click the '''DAT Button''' on the right side.
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 +
[[File:Tax Reports - Purchase Relief - Export DAT.png|border|center|1500x1500px]]
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=====<span class="mw-headline" id="Viewing_Detailed_Gross_Sales_in_Purchase_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Amount in Purchase Relief Report</span>=====
 +
 
 +
#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
 +
#Under [[Purchase Relief]] Report, Clicking the linked amount under Gross Amount Column in order to redirect you to the voucher information on that respective amount.
 +
 
 +
[[File:Tax Reports - Purchase Relief - View.png|center|thumb|2441x2441px]]
 +
<br />
 
{| 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;"
 
{| 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:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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| style="" |Maintenance
 
| style="" |Maintenance
 
| style="" |[[Company]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]
 
| style="" |[[Company]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|- style="box-sizing: inherit;"
 
| style="" |Financials Aids
 
| style="" |[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]
 
|- style="box-sizing: inherit;"
 
| style="" |Maintenance Aids
 
| style="" |[[Company Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
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|Tax Reports
 
|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]]
 
|[[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]]
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
|-
 
|Tax Reports
 
|[[Sales Journal Aids]]<nowiki> | </nowiki>[[Purchase Journal Aids]]<nowiki> | </nowiki>[[VAT Summary Aids]]<nowiki> | </nowiki>[[BIR Form 2550M Aids]]<nowiki> | </nowiki>[[BIR Form 2550Q Aids]]<nowiki> | </nowiki>[[BIR Form 2551Q Aids]]<nowiki> | </nowiki>[[BIR Form 0619-E Aids]]<nowiki> | </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> | </nowiki>[[BIR Form 1604E Aids]]<nowiki> | </nowiki>[[Sales Relief Aids]]<nowiki> | </nowiki>[[Purchase Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes Aids]]
 
 
|}
 
|}
 +
[[Category:Purchase]]
 +
[[Category:Tax Reports]]
 +
[[Category:Financials]]

Latest revision as of 14:55, 6 April 2022

Purchase Relief

Purchase Relief Report
Tax Reports - Purchase Relief - Menu.png


Purchase Relief Report refers to the Summary List of Purchases that are taxable and non taxable within the certain period.

Requirements before using Purchase Relief Report

The user should have the following records in order to use the Purchase Relief Report

Purchase Relief Report Terms on Oojeema System
Fields Description
1. Record Filters(Date Range, Suppliers, Item List) This refers to the set of filters for precise searching of records.
  • Date Range is set automatically by the current month by default.
  • Supplier is set to Filter: All by default
  • Item List is set by 10 records per page by default.
2. Exports Refers on how the records want to be exported(by CSV or DAT)
3. Company Details Refers to the basic information of the Company.
  • This can be updated by visiting the Company Maintenance Module.
  • Company Details may vary depending on the Branch chosen which can be seen in Maintenance Module.
4. Taxable Month Month filtered for transaction records.
5. TIN Tax Identification Number of the Supplier
6. Vendor Supplier recorded on the transaction
7. Gross Amount Amount of purchase without VAT in the transaction.
8. Taxable Purchase Purchase of a taxable product or service where the business doesn't receive sales tax for the item/service at time of closing the sale.
9. Purchase of Services Amount of purchases with regards to the services and activities provided by vendor.
10. Purchase of Capital Goods Amount of purchase based from the capital goods/physical assets bought by the Company.
11. Purchase of Goods other than Capital Goods Amount of purchase based from items aside from capital goods.
12. Output Tax The Tax amount Applied on the Taxable purchase based on what Tax is charge on the transaction
13. Gross Purchase Sales The total amount of Purchases based from the Purchases and Taxes applied.

Notes:

  1. Clicking Gross Sales Transactions amount will redirect the user to the Accounts Payable transaction.
Exporting Purchase Relief Report CSV
  1. Click Reports Under the Main Menu.
  2. Under Reports Page, Click Purchase Relief Report under Tax Reports section.
  3. Under Purchase 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.
Tax Reports - Purchase Relief - Export CSV.png
Exporting Purchase Relief Report DAT
  1. Click Reports Under the Main Menu.
  2. Under Reports Page, Click Purchase Relief Report under Tax Reports section.
  3. Under Purchase Relief Report, click the DAT Button on the right side.
Tax Reports - Purchase Relief - Export DAT.png
Viewing Detailed Gross Amount in Purchase Relief Report
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Purchase Relief Report under Tax Reports.
  3. Under Purchase Relief Report, Clicking the linked amount under Gross Amount Column in order to redirect you to the voucher information on that respective amount.
Tax Reports - Purchase Relief - View.png


Categories:
Modules
Financials Accounts Payable | Payment Voucher
Maintenance Company | Supplier | Tax
Reports Module(Reports)
Reports Tax Reports
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 2551Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Purchase Relief | Summary Alphalist of Withholding Tax