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Difference between revisions of "VAT Summary"

(Tag: 2017 source edit)
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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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{| class="wikitable" style="margin: auto;"
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{| class="wikitable"
 
 
|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
 
|+VAT Summary Menu List(Sales) terms based on Oojeema Prime System
 
!'''Field'''
 
!'''Field'''
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*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
 
*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
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*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]]
 
  
 
======VAT Summary Menu List(Purchase)======
 
======VAT Summary Menu List(Purchase)======
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[[File:VAT Summary Menu List(Purchase).png|center|thumb|812x812px|VAT Summary Menu List(Purchase)]]
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{| class="wikitable" style="margin: auto;"
−
 
 
−
{| class="wikitable"
 
 
|+VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
 
|+VAT Summary Menu List(Purchase) terms based on Oojeema Prime System
 
!'''Field'''
 
!'''Field'''
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*Clicking the Voucher No and the Invoice No. will redirect the user to the View function of the specific transaction.
 
*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 [[VAT Summary Aids|here]]
 
  
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{| 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: "Open Sans", 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;"
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===== <span class="mw-headline" id="Exporting_VAT_Summary" style="box-sizing: inherit;">Exporting VAT Summary</span> =====
 +
 
 +
# Under the Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[VAT Summary]]''' under [[Tax Reports]].
 +
# Under [[VAT Summary]], click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.
 +
 
 +
===== <span class="mw-headline" id="Viewing_Vouchers_on_VAT_Summary" style="box-sizing: inherit;">Viewing Vouchers on VAT Summary</span> =====
 +
 
 +
# Under the Main Menu, Click '''[[Reports]]'''
 +
# Under Reports Menu, Click '''[[VAT Summary]]''' under [[Tax Reports]].
 +
# 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.
 +
 
 +
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> =====
 +
 
 +
# Under the Main Menu, Click '''[[Reports]]'''
 +
# Under Reports Menu, Click '''[[VAT Summary]]''' under [[Tax Reports]].
 +
# 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.
 +
 
 +
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:
 
|+ 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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|Purchase
 
|Purchase
 
|[[Purchase]]<nowiki> | </nowiki>[[Purchase Receipt]]
 
|[[Purchase]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
 
−
|Billing
 
−
|[[Billing]]
 
 
|-
 
|-
 
|Financials
 
|Financials
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| style="" |Maintenance
 
| style="" |Maintenance
 
| style="" |[[Customer]] <span><nowiki>| </nowiki>[[Supplier]]</span><nowiki> | </nowiki>[[Tax]]
 
| 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;" |'''Job Aid Modules'''
 
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|- style="box-sizing: inherit;"
 
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| style="" |Sales Aids
 
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| style="" |[[Sales Invoice Aids]]
 
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|-
 
−
|Purchase Aids
 
−
|[[Purchase Receipt Aid]]
 
−
|-
 
−
|Billing Aids
 
−
|[[Billing Aids]]
 
−
|-
 
−
|Financials Aids
 
−
|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]
 
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|- style="box-sizing: inherit;"
 
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| style="" |Maintenance Aids
 
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| 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]]
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|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
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|- style="box-sizing: inherit;"
 
−
| style="" |Tax Reports
 
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| 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]]
 
 
|}
 
|}

Revision as of 12:02, 27 December 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)
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)
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. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click VAT Summary under Tax Reports.
  3. Under VAT Summary, click the Export Button on the right side. Take note that you can filter the Date for precise exportation of records.
Viewing Vouchers on VAT Summary
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click VAT Summary under Tax Reports.
  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.

Note

  • These are both applicable on Sales and Purchase Tab of the VAT Summary
Viewing Invoice Vouchers on VAT Summary
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click VAT Summary under Tax Reports.
  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.

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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