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Accounting Dashboard
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General Accounting Set up
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
How to Run the Tax Report - NZ
To Run the Tax Report;
1. Go to Accounting > Reporting > Tax Report
02. Select the relevant period.
03. Also there there are some other reporting options under this report drop down,
i) Generic tax report
ii) Group by Account> Tax
iii) Group by Tax> Account
iv) Tax Report(NZ)
04. Review the Figures and check the transactions
* To check the transactions; Click on the relevant amount of the particular box /line
* Now you can see all the transactions related to that box /line
* Also journal items can be grouped with several options,
05. If you need to do any adjustments you can click on the pen icon and update the required adjustment amount in the empty box and click Post. (Debit/credit adjustment)
06. You can download the report in PDF/ Excel format and also you can save the report to the document app.
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