Blackpurl

The Tax Detail Report will provide a breakdown of all Selling and Purchasing taxes by individual tax rates

The User will be able to change filters ie date range / which taxes they want to show on the report result and be able to export the information with totals for each tax used 

Keep in mind that the Tax Detail Report will only list those taxes that have transactions attached

These articles may also assist to understanding how tax is looked after in Blackpurl

• Canada - Taxation including Reporting / Setup / Changing Tax on Customer Orders
• USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders
  
  
• New Zealand / Australia - Taxation
  
  

Running the Report

1. From the Blackpurl Header > click Reporting > Reports

2. From the Common Search > select Tax Detail

3. When you click on the report, the parameter / filter will automatically generate with a set of default parameters ie the date range of the previous month, all Tax Type selected and all taxes ticked / Exclude Internal Invoices is checked etc 

We would  suggest that you review and change the parameters to suit your requirements

For example - you need a report for a specific Date Range (say the 1st February 2023 to 28th February 2023) and you only want to show Selling Tax Types 

• All you would need to do is modify the parameters ie you would change the date filter to show February date range and Tax Type to show Selling only

Once you have finished changing your parameters, click on

Tip:
The user will be able to select a date range of up to 3 months to better facilitate quarterly reporting

4. Your search result will now load as per your new parameters

• Select or deselect the columns you want to see in your search result by clicking on  and make your selections

For example - there is column selection called 'Contents' that you may wish to add and the value in this column will summarize the contents of the invoice.  In the case of deal invoices it will include the stock numbers of the units sold

• For totals, click on  as this will list each of the taxes that have been used together with a total of the Taxable component and then the total tax

In the example below you can see for the 7% tax - the amount that was taxable is $665.58 and the amount of tax on that taxable component was $19.97

• If you want to Export or Print your search result > click on  and it will list the Tax Name with the relevant transactions listing under the name and totals

5. If you are happy with the report setting, we would recommend that you save it so you can use it next time.

To do so, click on

If you have any issues, please reach out to Blackpurl Support