Discussion

Difference between revisions of "VAT Summary"

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<div style="text-align: center;">[[Tax Reports]] | [[VAT Summary]] | [[VAT Summary Aids]]</div>
+
<div style="text-align: center;">[[Tax Reports]] | [[VAT Summary]]</div>
  
 
==VAT Summary==
 
==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.
 
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]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
|+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|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)======
 +
[[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.
  
−
======VAT Summary Menu List(Sales)======
+
=====<span class="mw-headline" id="Exporting_VAT_Summary" style="box-sizing: inherit;">Exporting VAT Summary</span>=====
−
[[File:VAT Summary Menu List(Sales).png|center|thumb|810x810px|VAT Summary Menu List(Sales)]]
+
 
 +
#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]]
  
  
−
VAT Summary Menu List(Sales) terms based on Oojeema Prime System
+
Note
  
−
#'''Date Filter''' - Date Range filter for VAT Summary monthly report.
+
*These are both applicable on Sales and Purchase Tab of the VAT Summary
−
#'''VAT Summary Tab'''(Purchase, Sales) - Detailed Report for Sales and Purchase VAT Summary.
 
−
#'''Voucher No'''. - Reference No. of the Sales Transaction
 
−
#'''Transaction Date''' - Date when the transaction is created
 
−
#'''Invoice No'''. - The Invoice reference tagged in the Receivable
 
−
#'''Reference''' - Reference No indicated on the [[Sales Invoice]].
 
−
#'''Partner''' - the Customer assigned in the Transaction.
 
−
#'''TIN''' - Tax Identification Number of the [[Customer]].
 
−
#'''Address''' - Address of the [[Customer|Customer.]]
 
−
#'''Gross Amount''' - Amount in the Transaction without any Tax, Discounts and computations involved.
 
−
#'''Net Amount''' - Amount in the Transaction with Tax, Discounts and other computations involved.
 
−
#'''Tax Amount''' - Tax Amount Applied in the specific Transaction
 
−
#'''Tax Type''' - Type of Tax applied in the transaction.
 
−
#'''Beginning Balance''' - Starting Balance that is carried over last month.
 
  
−
Notes:
+
=====<span class="mw-headline" id="Viewing_Invoice_Vouchers_on_VAT_Summary" style="box-sizing: inherit;">Viewing Invoice Vouchers on VAT Summary</span>=====
  
−
*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
+
#Click [[Reports]] under Main Menu
−
*For detailed instructions on how to Export, and view Reference Vouchers/Transactions in VAT Summary, the user may visit the VAT Summary Job Aids which can be found [[VAT Summary Aids|here]]
+
#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.
  
−
======VAT Summary Menu List(Purchase)======
+
[[File:Tax Reports - VAT Summary - View Invoice.png|border|center|2973x2973px]]
−
[[File:VAT Summary Menu List(Purchase).png|center|thumb|813x813px|VAT Summary Menu List(Purchase)]]
 
−
VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
 
  
−
#'''Date Filter''' - Date Range filter for VAT Summary monthly report.
 
−
#'''VAT Summary Tab'''(Purchase, Sales) - Detailed Report for Sales and Purchase VAT Summary.
 
−
#'''Voucher No'''. - Reference No. of the Sales Transaction
 
−
#'''Transaction Date''' - Date when the transaction is created
 
−
#'''Invoice No'''. - The Invoice reference tagged in the Payable
 
−
#'''Reference''' - Reference No indicated on the [[Purchase Receipt]]
 
−
#'''Partner''' - the Supplier assigned in the Transaction.
 
−
#'''TIN''' - Tax Identification Number of the [[Supplier]]
 
−
#'''Address''' - Address of the [[Supplier]]
 
−
#'''Gross Amount''' - Amount in the Transaction without any Tax, Discounts and computations involved.
 
−
#'''Net Amount''' - Amount in the Transaction with Tax, Discounts and other computations involved.
 
−
#'''Tax Amount''' - Tax Amount Applied in the specific Transaction
 
−
#'''Tax Type''' - Type of Tax applied in the transaction.
 
−
#'''Beginning Balance''' - Starting Balance that is carried over last month.
 
  
−
Notes:
+
Note
  
−
*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
+
*These are both applicable on Sales and Purchase Tab of the VAT Summary.
−
*For detailed instructions on how to Export, and view Reference Vouchers/Transactions in VAT Summary, the user may visit the VAT Summary Job Aids which can be found [[VAT Summary Aids|here]]
 
  
−
{| 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="margin: auto;"
 
|+ 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:
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|-
 
|-
 
|Financials
 
|Financials
−
|[[Accounts Receivable]]<nowiki> | </nowiki>[[Accounts Payable]]
+
|[[Accounts Receivable]]<nowiki> | </nowiki>[[Accounts Payable]]<nowiki> | </nowiki>[[Disbursement Voucher]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Maintenance
 
| style="" |Maintenance
 
| style="" |[[Customer]] <span><nowiki>| </nowiki>[[Supplier]]</span><nowiki> | </nowiki>[[Tax]]
 
| style="" |[[Customer]] <span><nowiki>| </nowiki>[[Supplier]]</span><nowiki> | </nowiki>[[Tax]]
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Sales Aids
 
−
| style="" |[[Sales Invoice]]
 
−
|-
 
−
|Purchase Aids
 
−
|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Accounts Payable Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Customer Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| 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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| style="" |Tax Reports
 
| style="" |Tax Reports
 
| 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]]
 
| 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]]
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Tax Reports
 
−
| style="" |[[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: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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