Tax Report Line with Tax AND Taxable Amount

Hello,

I did a quick test as follows:

Added a new Tax Agency with 3 lines in Report Lines tab of  Report Settings. When I add the third line, a Total, I must choose Update With - either Tax or Taxable Amount, not both.

Next, non-total report lines were added to Reporting Groups tab of the Reporting Settings screen:

Last, I used Reporting Groups to add 2 individual report lines to the total:

At this point, I think the Total on line 3 is not going to work because in Reporting Settings screen, the Calculation Rule did not update with 1 + 2: empty Calc. Rule is not normal behavior for Reporting Settings screen after configuring Reporting Groups:

Next I looked at standard Acumatica report Tax Summary:

I expect a Report Designer could do a small customization to add a Variable to Tax Summary Report, with an If Statement to sum lines 1 and 2, and produce a new Total that represents Taxable Sales + Sales Tax Charged.

A similar customization could add Taxable Amount to Tax Amount on the Tax Details report.

I hope this idea helps you.

Laura

Thanks ​@Laura02 

I had also concluded the Reporting Lines/Groups/Settings approach may not be possible, just threw it out there in case someone else had tried this and found any success.

My next line of thinking was to explore creating/modifying a Generic Inquiry (GI) or Report that performs the additional calcs/sums.

A GI to replicate the Prepare Tax Report (TX501000) and/or Release Tax Report (TX502000) screens, with the additional “Taxable + Tax” lines would be ideal as an easy to use, on-screen solution, without needing to “run a report”

Hi ​@Graeme Laughton-Mutu were you able to find a solution? Thank you!