Tax standard application reports and lists

Tax information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains a list of the most pertinent standard application reports and lists for tax. The navigation path in this table is for the Payables Manager role unless otherwise specified.


Report name	Description	Navigation/location
US 1099 Tape Creation	Create a 1099 reportable income tape for a reportable income group.	Run Processes > Process Tax Documents > US 1099 Tape Creation
US 1099 Tape Output	Use to view reportable income output files.	Run Processes > Process Tax Documents > > US 1099 Tape Output
European Community Sales Report	Contains all of the intra-EEC sales transactions that are reported on your company Value Added Tax Return Reports for the quarter.	Sign in as Application Administrator and select Financials > Payables > Payables Processing > VAT Processing > EU Sales Report or Financials > Payables > Tax Setup > Vat Setup > EU Sales Report
Intrastat Data Report	Edit Intrastat data and create, recreate, or reprint an Intrastat data report for a selected period.	Run Processes > Process Month End > Intrastat Data Report Or, sign in as Application Administrator and select Payables > Tax Setup > Intrastat Setup > Intrastat Data Report
Journal File Create	Use to read the input and output transactions and write them to a new tax file. The source can be input or output. Input: Accounts Payable, Cash Management, or Tax input transactions. Output: Accounts Receivable, Billing, Project Invoicing and Revenue, Cash Management, and Tax output transactions.	Run Processes > Process Month End > Journal File Create
Tax Analysis Report	Create a report of released or historical tax information.	Run Processes > Process Tax Documents > Tax Analysis Report
Tax Identification Number	Create a CSV file to send to the IRS to verify that tax identification numbers for the vendors are valid. This is only an outgoing file.	Run Processes > Process Tax Documents > Tax Identification Number
Tax Reconciliation Report	List all invoices that were applied to a specific taxperiod. The report subtotals by general ledger period or tax code.	Run Processes > Process Tax Documents > Tax Reconciliation Report Or, sign in as Application Administrator and select Payables > Tax Setup > Vat Setup > EU Sales List Tax Codes
Tax Transaction Conversion	Import non-Infor tax transactions. You can convert both historical and unreported tax transactions.	Run Processes > Process Tax Documents > Tax Transaction Conversion
Value Added Tax Return Report	Contains summary information of all of the taxable purchases and sales made by the company over a period. It shows the VAT tax liability. It contains statistical information for some types of transactions, such as transportation. Reports vary from country to country.	Financials > Payables > Payables Processing > VAT Setup > VAT Return Report > Value Added Tax Return Report Or, sign in as Application Administrator and select Payables > Tax Setup > Vat Setup > Vat Return Report > Value Added Tax Return Report.