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Consults - Taxes

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Taxes Maps by document type

This taxes Map allows you to organise the tax or exemption applied by type of documents that have been issued during the selected date range.

However, this list can be compared to the Segmentation by Document Type that you find in all tax maps, the results obtained are not the same, since here the results are grouped by document type, rather than all together.

On the other hand, as in other tax Maps, this list can be segmented by document type, define a date range and be exported to XLS or PDF. In addition, the results include columns such as the value of the tax percentage or the tax zone.

Follow the steps below to see how to obtain this list:

1. Go to the menu Reports > Taxes > Taxes Map.

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2. Here you find the list of Global tax maps. In the side column you can find other tax maps, including by Document Type.

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3. Now you can see the same list, but this time it is organised by document type with the different sales and purchase documents. Thus, you continue to see the overall values for each tax but this time separated by document types.

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4. These results can be filtered by document, series and date range. In segment by Series you can select certain document types or series.

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5. Under date range select a time period. For this example, we chose This month.

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6. Finally click on Filter. This list can also be exported in XLS or PDF.

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