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Difference between revisions of "VAT Summary"

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======VAT Summary Menu List(Sales)======
 
======VAT Summary Menu List(Sales)======
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[[File:VAT Summary Menu List(Sales).png|center|thumb|824x824px|VAT Summary Menu List(Sales)]]
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[[File:VAT Summary Menu List(Sales).png|center|thumb|824x824px|VAT Summary Menu   List(Sales)]]
 
{| class="wikitable"
 
{| class="wikitable"
 
|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
 
|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
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! '''Field'''
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!'''Field'''
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! '''Description'''
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!'''Description'''
 
|-
 
|-
 
|1. '''Date Filter'''
 
|1. '''Date Filter'''
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|-
 
|-
 
|3. '''VAT Summary Tab'''(Purchase, Sales)
 
|3. '''VAT Summary Tab'''(Purchase, Sales)
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|
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|Detailed Report for Sales and Purchase VAT Summary.
 
|-
 
|-
 
|4. '''Voucher No'''
 
|4. '''Voucher No'''
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[[File:VAT Summary Menu List(Purchase).png|center|thumb|812x812px|VAT Summary Menu List(Purchase)]]
 
[[File:VAT Summary Menu List(Purchase).png|center|thumb|812x812px|VAT Summary Menu List(Purchase)]]
  
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+
{| class="wikitable"
−
VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
+
|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
−
 
+
!'''Field'''
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#'''Date Filter''' - Date Range filter for VAT Summary monthly report.
+
!'''Description'''
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#'''VAT Summary Tab'''(Purchase, Sales) - Detailed Report for Sales and Purchase VAT Summary.
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|-
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#'''Voucher No'''. - Reference No. of the Sales Transaction
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|1. '''Date Filter'''
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#'''Transaction Date''' - Date when the transaction is created
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|Date Range filter for VAT Summary monthly report.
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#'''Invoice No'''. - The Invoice reference tagged in the Payable
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|-
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#'''Reference''' - Reference No indicated on the [[Purchase Receipt]]
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|2. '''Export'''
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#'''Partner''' - the Supplier assigned in the Transaction.
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|Allows the user to export the Summary Report.
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#'''TIN''' - Tax Identification Number of the [[Supplier]]
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|-
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#'''Address''' - Address of the [[Supplier]]
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|3. '''VAT Summary Tab'''(Purchase, Sales)
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#'''Gross Amount''' - Amount in the Transaction without any Tax, Discounts and computations involved.
+
|Detailed Report for Sales and Purchase VAT Summary.
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#'''Net Amount''' - Amount in the Transaction with Tax, Discounts and other computations involved.
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|-
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#'''Tax Amount''' - Tax Amount Applied in the specific Transaction
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|4. '''Voucher No'''
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#'''Tax Type''' - Type of Tax applied in the transaction.
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|Reference No. of the Purchase Transaction
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#'''Beginning Balance''' - Starting Balance that is carried over last month.
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|-
−
 
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|5. '''Transaction Date'''
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|Date when the transaction is created
 +
|-
 +
|6. '''Invoice No'''
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|The Invoice reference tagged in the Payable
 +
|-
 +
|7. '''Reference'''
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|Reference No indicated on the [[Purchase Receipt]].
 +
|-
 +
|8. '''Partner'''
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|The Supplier assigned in the Transaction.
 +
|-
 +
|9. '''TIN'''
 +
|Tax Identification Number of the [[Supplier]].
 +
|-
 +
|10. '''Address'''
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|Address of the [[Supplier]]
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|-
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|11. '''Gross Amount'''
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|Whole amount in the Transaction.
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|-
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|12. '''Net Amount'''
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|Amount in the Transaction after all deductions are applied.
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|-
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|13. '''Tax Amount'''
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|Tax Amount Applied in the specific Transaction
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|-
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|14. '''Tax Type'''
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|Type of Tax applied in the transaction.
 +
|-
 +
|15. '''Beginning Balance'''
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|Starting Balance that is carried over last month.
 +
|}
 
Notes:
 
Notes:
  

Revision as of 12:16, 12 March 2021

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 Menu List(Sales)
File:VAT Summary Menu List(Sales).png
VAT Summary Menu List(Sales)
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.
  • 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 here
VAT Summary Menu List(Purchase)
File:VAT Summary Menu List(Purchase).png
VAT Summary Menu List(Purchase)
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 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.
  • 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 here
Categories:
Modules
Sales Sales | Sales Invoice
Purchase Purchase | Purchase Receipt
Financials Accounts Receivable | Accounts Payable
Maintenance Customer | Supplier | Tax
Job Aid Modules
Sales Aids Sales Invoice
Purchase Aids Accounts Receivable Aids | Accounts Payable Aids
Maintenance Aids Customer Aids | Supplier Aids | Tax Aids
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
Reports Aid
Tax Reports Sales Journal Aids | Purchase Journal Aids | VAT Summary Aids | BIR Form 2550M Aids | BIR Form 2550Q Aids | BIR Form 2551Q Aids | BIR Form 0619-E Aids | BIR Form 1601E-Q Aids | BIR Form 1604E Aids | Sales Relief Aids | Purchase Relief Aids | Summary Alphalist of Withholding Taxes Aids
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