{"id":978,"date":"2023-04-11T15:50:16","date_gmt":"2023-04-11T12:50:16","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/tax-summary-report\/"},"modified":"2023-04-24T10:57:59","modified_gmt":"2023-04-24T07:57:59","slug":"tax-summary-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/tax-summary-report\/","title":{"rendered":"Tax Summary Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>What is the Tax Summary Report?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A tax summary report shows you the amount of sales tax collected and paid on your invoices and expenses over a period of time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is used to prepare your sales tax returns and to monitor your quarterly tax liabilities.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A tax summary report may include information such as your sales taxes and net taxes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get the Tax Summary report:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to<strong> Reports<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155501\/tax-summary.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Reports page, go to the <strong>Accounting<\/strong> section.<\/li>\n\n\n\n<li>Click <strong>Tax Summary.<\/strong><\/li>\n\n\n\n<li>On the Tax Summary report page, you can use the filters to set the following:\n<ul class=\"wp-block-list\">\n<li>Financial year<\/li>\n\n\n\n<li>Basis: Accrual or Cash<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>After entering your preferred filters, hit the <strong>Enter Key<\/strong> on your keyboard to refresh and view an updated report.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can <strong>Print<\/strong> or <strong>Export<\/strong> the report from the top left corner of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary-1024x576.png\" alt=\"Tax summary report \" class=\"wp-image-981\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11155425\/tax-summary.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>What is the Tax Summary Report? A tax summary report shows you the amount of sales tax collected and paid on your invoices and expenses over a period of time. It is used to prepare your sales tax returns and to monitor your quarterly tax liabilities.&nbsp; A tax summary report may include information such as [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-978","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=978"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/978\/revisions"}],"predecessor-version":[{"id":983,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/978\/revisions\/983"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=978"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}