Provision to view Tax information from GL Journal Entries on GL Batch Listing Report

By | June 30, 2020

In our recent blog regarding Sage 300 v2020 PU2 release we have discussed related to GL Integration with Tax Services. We have demonstrated how to install this feature and how to save the tax information. In this blog we are going to discuss about the provision made to view this information on G/L Batch List report.

New Stuff: Document attachment sage 300c v2020 installation process

Navigation for the setting:

You can navigate to the ‘G/L Batch List’ report as General Ledger G/L Reports Batch Listing.

To demonstrate the purpose of this additional checkbox for ‘Tax Information’ we have created an entry in G/L Transactions  G/L Journal Entries for tax by selecting entry type as ‘Sales Tax’

Please find below screenshot for the Tax information added to the entry.

We will now see how this tax information check box works, If not selected report will appear as below:

As you can see in above screenshot report is displaying the Tax G/L entry as regular entry with consideration to impact on respective G/L accounts for debit and credit.

Now, check below screenshot for same report with ‘Tax Information’ checkbox kept checked.

Same report displays Tax details added on G/L Journal entry along with its account effect by displaying Tax Group selected, authority specified in the entry with Tax base and amount debit credit information in detail.

Note : If you are using Sage 300 v2020 with Product update 2 and have G/L integration with Tax services installed then on web screens also this report enhancement is available.

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