Purchase List (Tax Report)

ACCOXI is most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Purchase list–Tax report included in it. This report shows all the list of purchase invoice with tax summary consists of various tax types during a particular period. The Purchase List report shows tax settlement of the purchase invoice database and it helps the user to get detailed purchase related information. It shows the details of Invoice date, Ref no, Invoice no, Supplier name, GSTIN, Item name, Batch code, HSN/SAC, Quantity, Unit, Purchase price, Selling price, Taxable amount, types of GST, CESS and Total amount. When the user opens the ACCOXI account, Reports module will be appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization. There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc. Click on the Purchase head and select the option Purchase List (Tax Report). By clicking on the Purchase List (Tax Report) option, purchase details will popup on the screen.

Purchase List (Tax Report)

It shows the details of Invoice date, Ref no, Invoice no, Supplier name, GSTIN, Item name, Batch code, HSN/SAC, Quantity, Unit, Purchase price, Selling price, Taxable amount, types of GST, CESS and Total amount.

Fields	Description
Customize Report	User can filter the report data by using Customize Report menu. User can filter the purchase list by five options. Date- User can filter the report by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the tax details of the purchase list will appear on the basis of the date entered. GST Treatment- If the user using GST Treatment option, need to select a treatment. By clicking on the select option, list of available GST treatment will appear and can select the required one. Type- User can filter the report by selecting the type of purchase. By clicking on the select option, list of available types will appear and can select the required one. Integrated Tax- User can filter the report data by selecting the option Integrated tax or Without Integrated Tax. GST%- If the user using GST% option, need to select a GST rate. By clicking on the select option, list of GST rates will appear and can select the required one. By clicking on Run Report, user get the customize report on the basis of data entered.
Print	If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the Purchase List tax report.
Invoice Date	It is the date, when the purchase invoice is created. This column shows the invoice date of the particular invoice.
Reference Number	This column shows the reference number of the invoice. It will be the continuation of previous invoice.
Invoice Number	It shows the Invoice Number of the particular invoice.
Supplier Name	This column shows the Supplier Name of the purchased invoice.
GSTIN	It shows the GSTIN of the Supplier.
Item Name	This column shows the number items and its names that purchased from the Supplier.
Batch Code	Every product has its own batch code. This column shows the batch code of the purchased product.
HSN/SAC	This column shows the HSN/SAC code of the product.
Quantity	This column shows the quantity of items purchased.
Unit	It shows the Unit of the item.
Purchase Price	This column shows the Purchase price of the particular item.
Selling Price	This column shows the Selling price of the particular item.
Taxable Amount	This column shows the taxable amount of the item.
CGST	This column shows the amount of CGST.
SGST	This column shows the amount of SGST.
IGST	This column shows the amount of IGST.
KFC	This column shows the amount of KFC.
CESS	This column shows the CESS amount.
Total	It shows the sum total amount of the purchased item.

Menus Available in Print View

When the user clicks on the print menu, it opens to Report page. It shows the purchase list tax report and it consist of various menus.

Fields	Description
Refresh	If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
Pagination Control	It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.
Page Setup	This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.
Switch to Interactive Layout	It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.
Zoom	User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.
Print	By clicking on the Print button, user gets the print out of the report.
Export	Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.
Exit	Exit menu is for exit from the Print report page and it redirects to previous page.

Frequently Asked Questions?

01What is the content of Purchase List (Tax report) in ACCOXI?

Purchase List (Tax Report) shows all the list of purchase invoice with tax summary consists of various tax types during a particular period. The Purchase List report shows tax settlement of the purchase invoice database and it helps the user to get detailed purchase related information. It shows the details of Invoice date, Ref no, Invoice no, Supplier name, GSTIN, Item name, Batch code, HSN/SAC, Quantity, Unit, Purchase price, Selling price, Taxable amount, types of GST, CESS and Total amount.

02How can I take print out of Purchase list (Tax) report?

Click on the Reports module.
Select the option Purchase list (Tax report) from Purchase head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print menu to get the printout of the Purchase list-tax report.

03What is the use of Customize Report menu in Purchase list tax report?

In Purchase list (Tax report), Customize Report helps you to filter the data and report data can be filter by five options. You can customize the report by selecting GST treatment, integrated tax, Tax%, Type or by date between.

04How can I export the Purchase list data in to Excel format?

Click on the Reports module.
Select the option Purchase list tax report from Purchase head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
Click on the Export menu at the bottom right side of the page.
New tab will appear for save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.

05Can I check the list of all the items purchased from the suppliers in Purchase list tax report?

Yes. You can check the list of all the purchased items with supplier wise details in Purchase list report.

Click on the Reports module.
Select the option Purchase list (Tax report) from Purchase head.
Purchase list tax report of suppliers opens and purchased item names are included in the table data.