The Sales List report shows tax settlement of the sales invoice database and it helps the user to get detailed sales related information.
Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Sales list–Tax report included in it. This report shows all the list of 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.
When the user opens the Accoxi account, Reports module will 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 Sales head and select the option Sales List (Tax Report).
By clicking on the Sales List (Tax Report) option, sales details will pop up on the screen.
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.
Fields |
Description |
Customize Report |
User can filter the report data by using Customize Report menu. User can filter the sales list by five options.
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 sales list will appear on the basis of the date entered.
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.
User can filter the report by selecting the type of sale. By clicking on the select option, list of available types will appear and can select the required one.
User can filter the report data by selecting the option Integrated tax or Without Integrated Tax.
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. |
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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 Sales List tax report. |
Invoice Date |
It is the date, when the sales 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. |
Customer Name |
This column shows the Customer Name of the sales invoice. |
GSTIN |
It shows the GSTIN of the Customer. |
Item Name |
This column shows the number of items and its names that sold to the Customer. |
Batch Code |
Every product has its own batch code. This column shows the batch code of the sold product. |
HSN/SAC |
This column shows the HSN/SAC code of the item. |
Quantity |
This column shows the quantity of items sold. |
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 sold item. |
When the user clicks on the print menu, it opens to Report page. It shows the sales 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.
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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.
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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.
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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.
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By clicking on the Print button, user gets the print out of the report.
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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.
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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.
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.
Yes. You can check the list of all the sold items with customer wise details in Sales List Report.