B5 – Tax Audit

B5 – Tax Audit

Estimated reading time: 2 min

The Sales Tax Audit is similar to the "B5 – Transaction Type Analysis", but rather than listing types of transactions, it lists sales tax information by transaction, grouped by the date. It is used for tax returns and reporting as well.

Accessing The Sales Tax Audit Report

  1. Go to the RxWorks Task Panel.
  2. Select ‘Reports’ from the "toolbar".
  3. Select ‘B: Accounts, Debtors & Tax Analysis.’
  4. Click on ‘Tax Audit’ under ‘5: Tax.’

The window shown above will appear.

About the Sales Tax Audit Report

Notice the report shows each transaction, the transaction type, net total and tax amount for each transaction.

When To Run This Report

At the end of a financial year and whenever tax returns are to be completed.

The Report Window

Date Range

This is the time period for which any transactions will be summarised. You can select a common Date Range from the upper most dropdown box, such as ‘This Week’, ‘This Month’, ‘Last Account Period’, etc. When a Date Range is selected, the two dates below (start date & end date) will adjust accordingly. You can also set the start & end date fields manually.

Report Restrictions

Account Type

Select the type of account you wish to display transactions and tax amounts for.

Restrict To The Transaction Type

Select a specific transaction type to only display transactions and tax amounts for the selected type of transaction.

Show Daily Totals Only

Use this checkbox to only display the daily totals and tax amounts on the report instead of detailing each transaction.

Show Transaction For

Select whether to display all transaction for the selected date range, only transaction with tax charged or only transactions with 0 tax charged.

Restrict To Clinic

The report can be restricted to show only transactions in the selected clinic (Branch clinics only).

Viewing Options

Preview Button

This opens the report in a preview window, from which you can review it, then save and/or print it.

Print Button

This prints the report on the Crystal Reports default Page Style unless otherwise specified.

Excel Button

This opens the report in Microsoft Excel as a spreadsheet.

Export Button

This allows you to export to the following file types (some of the file types are available via the other viewing options):

  • Adobe Acrobat (PDF)
  • Crystal Reports (RPT)
  • HTML 3.2
  • HTML 4.0
  • Microsoft Excel 97-2000 (XLS)
  • Microsoft Excel 97-2000 – Data only (XLS)
  • Microsoft Word (RTF)
  • Microsoft Word – Editable (RTF)
  • ODBC
  • Record Style – Columns with spaces (REC)
  • Record Style – Columns without spaces (REC)
  • Report Definition (TXT)
  • Rich Text Format (RTF)
  • Separated Values (CSV)
  • Tab Separated Text (TTX)
  • Text (TXT)
  • XML
  • PDF Button

    This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.

    Setup

    This opens a dialog in which you can change the page style of the report.

    Cancel

    This returns you to the Reports page without creating a report.

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