Sales List (Tax Report)

Sales List (Tax Report) In Accoxi

Sales List (Tax Report)

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. 

Sales List (Tax Report)

Sales List Tax Report

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.

  • 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 sales 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 sale. 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 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.

 

Menus Available in Print View

Sales List (Tax Report) Print View

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.

     

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 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.