Tax Returns
A period, the boxes, what the ledger says each should contain, and what was actually filed. A declared figure that differs from the ledger carries a reason.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Tax Returns
Address in the console: /accounting/tax-returns
List · 13 columns · 8 fields on its form · 3 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Return | Code | return_no |
| Template | Code | template_code |
| Period | Code | period_code |
| Tax | Status | tax_type |
| Due | Date | due_date |
| Days | Number | days_to_due |
| Output | Amount | output_tax |
| Input | Amount | input_tax |
| Net payable | Amount | net_payable |
| Outstanding | Amount | outstanding_amount |
| Variances | Number | variance_count |
| Overdue | Yes or no | is_overdue |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Template | Choice | Looked up from existing records | |
| Period required | Text | ||
| From required | Date | ||
| To required | Date | ||
| Due | Date | ||
| Currency | Choice | Looked up from existing records | |
| Adjustments | Number | ||
| Notes | Long text |
What you can do here
Prepare returns primary
Fills every box from the tax transactions. Files nothing.
Asks for: Period (YYYY-MM)* Template (blank = all due)
File primary
Asks for: Filing reference Acknowledgement number
Amend
The original stays readable. A return overwritten in place cannot be reconciled to the payment made against it.
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.