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Difference between revisions of "VAT Summary"

(Created page with "== VAT Summary == ===== Exporting VAT Summary ===== # Under the Main Menu, Click '''Reports'''center|624x624px<br /> # Under Reports Menu, Click '''VAT...")
 
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== VAT Summary ==
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<div style="text-align: center;">[[Tax Reports]] | [[VAT Summary]]</div>
  
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===== Exporting VAT Summary =====
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==VAT Summary==
 +
VAT Summary refers to the summary of Sales and Purchases taxes which gives the user an overview if their hit their monthly target.
 +
[[File:Tax Reports - VAT Summary - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
======VAT Summary Menu List(Sales)======
 +
[[File:Tax Reports - VAT Summary - Record List.png|link=https://docs.oojeema.com/File:Tax%20Reports%20-%20VAT%20Summary%20-%20Record%20List.png|border|center|1500x1500px]]
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<br />
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{| class="wikitable" style="margin: auto;"
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|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
 +
!'''Field'''
 +
!'''Description'''
 +
|-
 +
|1. '''Date Filter'''
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|Date Range filter for VAT Summary monthly report.
 +
|-
 +
|2. '''Export'''
 +
|Allows the user to export the Summary Report.
 +
|-
 +
|3. '''VAT Summary Tab'''(Purchase, Sales)
 +
|Detailed Report for Sales and Purchase VAT Summary.
 +
|-
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|4. '''Voucher No'''
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|Reference No. of the Sales Transaction
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|-
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|5. '''Transaction Date'''
 +
|Date when the transaction is created
 +
|-
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|6. '''Invoice No'''
 +
|The Invoice reference tagged in the Receivable
 +
|-
 +
|7. '''Reference'''
 +
|Reference No indicated on the [[Sales Invoice]].
 +
|-
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|8. '''Partner'''
 +
|The Customer assigned in the Transaction.
 +
|-
 +
|9. '''TIN'''
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|Tax Identification Number of the [[Customer]].
 +
|-
 +
|10. '''Address'''
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|Address of the [[Customer|Customer.]]
 +
|-
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|11. '''Gross Amount'''
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|Whole amount in the Transaction.
 +
|-
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|12. '''Net Amount'''
 +
|Amount in the Transaction after all deductions are applied.
 +
|-
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|13. '''Tax Amount'''
 +
|Tax Amount Applied in the specific Transaction
 +
|-
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|14. '''Tax Type'''
 +
|Type of Tax applied in the transaction.
 +
|-
 +
|15. '''Beginning Balance'''
 +
|Starting Balance that is carried over last month.
 +
|}
 +
Notes:
  
−
# Under the Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
+
*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
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# Under Reports Menu, Click '''VAT Summary''' under Tax Reports.[[File:VAT Summary(Export) - Step 2.png|center|623x623px]]<br />
+
 
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# Under VAT Summary, click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.[[File:VAT Summary(Export) - Step 3.png|center|623x623px]]<br />
+
======VAT Summary Menu List(Purchase)======
 +
[[File:Tax Reports - VAT Summary - Purchase Record List.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
|+VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
 +
!'''Field'''
 +
!'''Description'''
 +
|-
 +
|1. '''Date Filter'''
 +
|Date Range filter for VAT Summary monthly report.
 +
|-
 +
|2. '''Export'''
 +
|Allows the user to export the Summary Report.
 +
|-
 +
|3. '''VAT Summary Tab'''(Purchase, Sales)
 +
|Detailed Report for Sales and Purchase VAT Summary.
 +
|-
 +
|4. '''Voucher No'''
 +
|Reference No. of the Purchase Transaction
 +
|-
 +
|5. '''Transaction Date'''
 +
|Date when the transaction is created
 +
|-
 +
|6. '''Invoice No'''
 +
|The Invoice reference tagged in the Payable
 +
|-
 +
|7. '''Reference'''
 +
|Reference No indicated on the [[Purchase Receipt]].
 +
|-
 +
|8. '''Partner'''
 +
|The Supplier assigned in the Transaction.
 +
|-
 +
|9. '''TIN'''
 +
|Tax Identification Number of the [[Supplier]].
 +
|-
 +
|10. '''Address'''
 +
|Address of the [[Supplier]]
 +
|-
 +
|11. '''Gross Amount'''
 +
|Whole amount in the Transaction.
 +
|-
 +
|12. '''Net Amount'''
 +
|Amount in the Transaction after all deductions are applied.
 +
|-
 +
|13. '''Tax Amount'''
 +
|Tax Amount Applied in the specific Transaction
 +
|-
 +
|14. '''Tax Type'''
 +
|Type of Tax applied in the transaction.
 +
|-
 +
|15. '''Beginning Balance'''
 +
|Starting Balance that is carried over last month.
 +
|}
 +
Notes:
 +
 
 +
*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
 +
 
 +
=====<span class="mw-headline" id="Exporting_VAT_Summary" style="box-sizing: inherit;">Exporting VAT Summary</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[VAT Summary]]''' under [[Tax Reports]] section.
 +
#Under VAT Summary, click the Export Button on the right side. Take note that the user can filter the Date for precise exportation of records.
 +
 
 +
[[File:Tax Reports - VAT Summary - Export.png|border|center|2527x2527px]]
 +
<br />
 +
=====<span class="mw-headline" id="Viewing_Vouchers_on_VAT_Summary" style="box-sizing: inherit;">Viewing Vouchers on VAT Summary</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Page, Click '''[[VAT Summary]]''' under [[Tax Reports]] section.
 +
#Under [[VAT Summary]], click the link vouchers under Voucher Number column, clicking the reference voucher will redirect the user to view function of the respective voucher.
 +
 
 +
[[File:Tax Reports - VAT Summary - View Voucher.png|border|center|2933x2933px]]
 +
 
 +
 
 +
Note
 +
 
 +
*These are both applicable on Sales and Purchase Tab of the VAT Summary
 +
 
 +
=====<span class="mw-headline" id="Viewing_Invoice_Vouchers_on_VAT_Summary" style="box-sizing: inherit;">Viewing Invoice Vouchers on VAT Summary</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[VAT Summary]]''' under [[Tax Reports]].
 +
#Under [[VAT Summary]], click the link vouchers under Invoice Number column, clicking the reference voucher will redirect the user to view function of the respective voucher.
 +
 
 +
[[File:Tax Reports - VAT Summary - View Invoice.png|border|center|2973x2973px]]
 +
 
 +
 
 +
Note
 +
 
 +
*These are both applicable on Sales and Purchase Tab of the VAT Summary.
 +
 
 +
{| class="wikitable" style="margin: auto;"
 +
|+ 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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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Sales]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Purchase Receipt]]
 +
|-
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|Financials
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|[[Accounts Receivable]]<nowiki> | </nowiki>[[Accounts Payable]]<nowiki> | </nowiki>[[Disbursement Voucher]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Customer]] <span><nowiki>| </nowiki>[[Supplier]]</span><nowiki> | </nowiki>[[Tax]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| style="" |[[Tax Reports]]
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|- style="box-sizing: inherit;"
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| style="" |Tax Reports
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| style="" |[[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:Tax Reports]]
 +
[[Category:Sales]]
 +
[[Category:Financials]]

Latest revision as of 10:46, 7 April 2022

VAT Summary

VAT Summary refers to the summary of Sales and Purchases taxes which gives the user an overview if their hit their monthly target.

Tax Reports - VAT Summary - Record List.png


VAT Summary Menu List(Sales)
Tax Reports - VAT Summary - Record List.png


VAT Summary Menu List(Sales) terms based on Oojeema Prime System
Field Description
1. Date Filter Date Range filter for VAT Summary monthly report.
2. Export Allows the user to export the Summary Report.
3. VAT Summary Tab(Purchase, Sales) Detailed Report for Sales and Purchase VAT Summary.
4. Voucher No Reference No. of the Sales Transaction
5. Transaction Date Date when the transaction is created
6. Invoice No The Invoice reference tagged in the Receivable
7. Reference Reference No indicated on the Sales Invoice.
8. Partner The Customer assigned in the Transaction.
9. TIN Tax Identification Number of the Customer.
10. Address Address of the Customer.
11. Gross Amount Whole amount in the Transaction.
12. Net Amount Amount in the Transaction after all deductions are applied.
13. Tax Amount Tax Amount Applied in the specific Transaction
14. Tax Type Type of Tax applied in the transaction.
15. Beginning Balance Starting Balance that is carried over last month.

Notes:

  • Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
VAT Summary Menu List(Purchase)
Tax Reports - VAT Summary - Purchase Record List.png


VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
Field Description
1. Date Filter Date Range filter for VAT Summary monthly report.
2. Export Allows the user to export the Summary Report.
3. VAT Summary Tab(Purchase, Sales) Detailed Report for Sales and Purchase VAT Summary.
4. Voucher No Reference No. of the Purchase Transaction
5. Transaction Date Date when the transaction is created
6. Invoice No The Invoice reference tagged in the Payable
7. Reference Reference No indicated on the Purchase Receipt.
8. Partner The Supplier assigned in the Transaction.
9. TIN Tax Identification Number of the Supplier.
10. Address Address of the Supplier
11. Gross Amount Whole amount in the Transaction.
12. Net Amount Amount in the Transaction after all deductions are applied.
13. Tax Amount Tax Amount Applied in the specific Transaction
14. Tax Type Type of Tax applied in the transaction.
15. Beginning Balance Starting Balance that is carried over last month.

Notes:

  • Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
Exporting VAT Summary
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click VAT Summary under Tax Reports section.
  3. Under VAT Summary, click the Export Button on the right side. Take note that the user can filter the Date for precise exportation of records.
Tax Reports - VAT Summary - Export.png


Viewing Vouchers on VAT Summary
  1. Click Reports under Main Menu
  2. Under Reports Page, Click VAT Summary under Tax Reports section.
  3. Under VAT Summary, click the link vouchers under Voucher Number column, clicking the reference voucher will redirect the user to view function of the respective voucher.
Tax Reports - VAT Summary - View Voucher.png


Note

  • These are both applicable on Sales and Purchase Tab of the VAT Summary
Viewing Invoice Vouchers on VAT Summary
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click VAT Summary under Tax Reports.
  3. Under VAT Summary, click the link vouchers under Invoice Number column, clicking the reference voucher will redirect the user to view function of the respective voucher.
Tax Reports - VAT Summary - View Invoice.png


Note

  • These are both applicable on Sales and Purchase Tab of the VAT Summary.
Categories:
Modules
Sales Sales | Sales Invoice
Purchase Purchase | Purchase Receipt
Financials Accounts Receivable | Accounts Payable | Disbursement Voucher
Maintenance Customer | 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
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