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VAT Summary
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- Last edited 2 years ago by Gelo
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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.
VAT Summary Menu List(Sales)
File:VAT Summary Menu List(Sales).png
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VAT Summary Menu List(Sales)
VAT Summary Menu List(Sales) 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 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.
- 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:
- 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
.png){kind=link}
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:
- 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
| 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 |