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Question

Checking of my Tax Summary Report

  • January 20, 2025
  • 11 replies
  • 135 views
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Hi can i ask i think there is no error on my report but it only display reports from 2014
 

 

11 replies

nhatnghetinh
Captain II
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Hi ​@jhoncandare04 

Please save your report as .rpx file and send it again.

 

Best Regards,

NNT

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​@nhatnghetinh 

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nhatnghetinh
Captain II
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Hi ​@jhoncandare04 

Are you viewing reports on Acumatica Sales Demo data? 

Best Regards,

NNT

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I'm viewing 2024 to 2025 but it only displays data from 2014

did you fix the Tax Period?

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nhatnghetinh
Captain II
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HI ​@jhoncandare04 

To view this report you need to perform the "Prepare Tax Report" & "Release Tax Report" features. You can click on "Open Help" to see how to do it.

 

 

 

Best Regards,

NNT

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so i cant generate it if i didnt prepate and release a tax report?

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nhatnghetinh
Captain II
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Hi ​@jhoncandare04 

Your report is copied from Acumatica's original “Tax Summary by GL Account by Period” (TX622000) report. So to view this report you need to do the "Prepare Tax Report" & "Release Tax Report" steps.

 

Best Regards,

NNT

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can i generate this report without preparing tax report

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nhatnghetinh
Captain II
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Hi ​@jhoncandare04 

Because this report uses data tables that only have data when performing the "preparing tax report" step.

For this reason, we did not use this report, but we created another tax report with other data tables that did not need the preparing tax report step.

 

Best Regards,

NNT

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is it possible for you to share the alternate tax report that you created? 😊

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nhatnghetinh
Captain II
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Hi ​@jhoncandare04 

You can refer to the screenshot below. This report requires additional customization.

Best Regards,

NNT

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