How to get tax reports

how to get in the tax report, amount entered from a manual journal. Like if I enter directly an amount paid cash against an expense account + the corresponding taxe account entry.

In Akaunting, when you enter transactions directly using manual journals, you have control over how amounts flow through your accounts, including expense and tax accounts. However, for amounts entered from manual journals to appear correctly in your tax reports (e.g., VAT/GST return), you must use the correct accounts and tax settings.

Here’s how to make sure your manual journal entries are included in the tax report:
1. Ensure You Use Tax-Linked Accounts

In Akaunting, taxes are tracked through specific tax accounts created when you set up tax rates.
When making a manual journal related to expenses and taxes:
Debit: The appropriate expense account (e.g., Office Expenses).
Debit: The tax account (if you are paying tax separately from the expense).
Credit: The cash/bank account.

Example:
Suppose you pay $110 in cash for an expense, with $100 as the expense and $10 as VAT (tax).

| Account | Debit | Credit ||---------------------|---------|---------|| Office Expenses | 100 | || VAT Paid (Tax) | 10 | || Cash | | 110 |
2. Impact on Tax Reports

Manual journals are not always automatically included in the standard sales/purchase tax reports because those are typically based on invoices and bills.
If you use a tax account created via the tax settings, the balance of that account will reflect in your Balance Sheet or Trial Balance, not directly in the tax return report.

3. Best Practice

For full tax reporting compliance, it’s recommended to:
Create a Bill (for expenses) and assign the tax code/rate. This ensures Akaunting tracks the tax for reporting purposes.
Use manual journals for adjustments or corrections, not routine tax-reportable transactions.

4. If You Need a Manual Journal to Appear in the Tax Report:

Akaunting’s default tax report only pulls information from records (invoices, bills) where a tax is assigned.
Manual journals may not show up unless you:
Create a custom report or
Regularly reconcile your tax account balances with your tax payable/receivable in the tax return.

5. Reconciliation

Check your tax account regularly to ensure manual journals are included.
Match your tax account balance to your tax return figures.

Summary Table

| Step | Required? | Best Practice ||-----------|--------------|--------------------------------------|| Use tax accounts in journals | Yes | Always use correct tax-linked accounts || Use bills/invoices | Highly recommended | For automated tax reporting || Manual journals in standard tax report | No | Not included by default || Custom report/reconciliation | Optional | For advanced users |
How to Check in Akaunting:

Go to Accounting > Chart of Accounts.
Check your tax account for the related balance.
Go to Reports > Tax Report and see if your manual entry is reflected (note: standard reports likely exclude it).
For compliance, prefer making tax-reportable entries via bills or invoices with the relevant tax selected.

Recommendation

Use manual journals for exceptions or corrections.
For all tax-reportable (VAT/GST) purchases/expenses, use “Bills” and select the tax rate.
If you need to include manual journals, ensure you reconcile tax account balances with the figures you submit in your tax report.

If you need a step-by-step on how to record an expense using a bill (with tax) or how to create a custom report, let me know!