How can I generate a customised Tax Summary Report?
Zoho Books lets you view a customised Tax Summary Report for your organisation. To generate reports for different types of transactions:
- Go to the Reports module in Zoho Books.
- Navigate to Taxes and select Tax Summary Report.
- Click the Customise Report option.
- Choose your Date Options from the dropdown or enter custom dates manually in the date fields.
- Select Cash or Accrual from the Report Basis dropdown.
- Finally, select All, Sales or Purchases under the Report By dropdown, based on which the report should be generated.
- Click Run Report to view the customised tax summary report.
![Report-by-taxsummary](/books/kb/images/reports/report-by-taxsummary.png)
Note:
Please note that if you choose to generate this report based only on Sales or Purchases transaction, Journal entries will not be included.