Tax Payment Report

Hello, and welcome to this training session.

In this video, we will discuss the tax payment report. To access it, go to the menu, click on Reports, and then select Tax Payment Report under FSM.

The tax payment report provides a detailed overview of the various tax types configured in your system. It shows the payments made under each tax type. Let's explore what this report reveals.

First, it displays the tax rate name set in the system. Next, it shows the tax rate as a percentage. The quantity indicates how many invoices have used this particular tax rate.

The report also includes the total amount excluding tax, the total tax amount collected, the total amount including tax, and the total number of invoices that have used this tax type. Under the action column, you can view the list of all invoices that have utilized this tax type, providing invoice details.

In the invoice details, you can see the invoice number, the associated job number, and the service details. If there is any description or warranty, it will be shown here as well. The details include quantity, unit price, tax rate, tax amount, amount excluding tax, amount including tax, and the action column.

If you wish to view further details, click on the corresponding icon to preview the invoice report you are currently viewing.

This covers the overview of the tax payment report.

Thank you for watching this training session. We hope this guide helps you efficiently use the Tax payment report in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.