Sales List (Tax Report)

The Sales List Report in Accoxi presents a comprehensive list of sales invoices along with a detailed tax summary, delineating various tax types over a specified period. This report offers users an extensive overview of tax settlements within the sales invoice database, facilitating access to detailed sales-related information. It provides a breakdown of taxes for each product within individual sales transactions, aiding in thorough analysis and reporting.

Sales List (Tax Report) in Accoxi

The Sales List Tax Report in Accoxi delivers intricate insights into the tax summary for each product within specific sales invoices. It furnishes comprehensive tax breakdowns for various tax types within each transaction, enabling users to grasp the tax settlement of their sales invoice database. This report, conveniently accessible under the Reports module, particularly in the Sales section, empowers users to access detailed sales-related tax information for enhanced financial management and compliance purposes.

Menu Available in Sales List (Tax Report)

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, GST treatment, GST Type, GST % and Integrated tax.
Export To Excel	By clicking this button, users can export the report to excel.
Export To PDF	Clicking this button allows the user to export the report to pdf.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in pdf format will be attached to the email, and you can input the recipient's email address, cc address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'exit' button allows the user to exit from the report.

Data Available in Sales List (Tax Report)

Field	Description
#	The Symbol '#' Represents The Number Of Lines In The Given Context.
Invoice Date	Showing the transaction date.
Ref No	Indicating the sales reference no.
Customer Name	Customer associated with the transaction is showing here.
GSTIN	GSTIN of the customer is showing.
Item Name	Item sold within the transaction is showing here.
HSN/SAC	HSN/SAC of the item is showing.
Qty	Qty sold is displaying.
Unit	Unit of the item is showing.
P. Price	Showing the purchase rate.
S. Price	Indicate the sales rate assigned to the item.
Tax%	Tax % applicable to the item is showing here.
Taxable Amount	Sales taxable amount is mentioning here.
CGST	CGST amount of the item in the transaction is showing.
SGST	SGST amount of the item in the transaction is showing.
IGST	IGST amount of the item in the transaction is showing.
Cess	Cess amount, if any is showing.
Total	Total amount of item including tax amount is showing here.

Sales invoices

Frequently Asked Questions?

01What is the content of Sales List (Tax Report) in ACCOXI?

This report lists all the sales invoice with tax summary consists of various tax types during a particular period. The Sales List report shows tax settlement of the sales invoice database and it helps the user to get detailed sales related information. It shows the details of Invoice date, Ref no, Invoice no, Customer name, GSTIN, Item name, Batch code, HSN/SAC, Quantity, Unit, Purchase price, Sale price, Taxable amount, types of GST, CESS and Total amount.

02How can I take print out of Sales List (Tax) Report?

Click on the Reports Module.
Select the reports Sales List (Tax Report) from Sales 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 sales list-tax report.

03What is the use of Customize Report menu in Sales List Tax Report?

Customize Report menu helps you to filter the report data 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 sales list-tax report data in to Excel format?

Click on the Reports module.
Select the report Sales list tax report from Sales 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 to 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 sold to the customer in Sales List Tax Report?

Yes. You can check the list of all the sold items with customer wise details in Sales List Report.

Click on the Reports Module.
Select the report Sales List (Tax Report) from Sales head.
Sales list tax report of customer opens .
From this you can view the items wise customer sales details.