Generating statutory reports
- Select the Accounting Entity name and service type from the Subscriptions list.
- In the accordion panel, click Settings.
- Under Maintenance, select the statutory report to be generated from the list. Click Launch.
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Specify the report parameters.
Note: Report parameters vary depending per statutory report.
For example, for Accounts Receivable Tax Report, specify this information:
- Accounting Entity
- This field shows the accounting organization. The field is auto-populated according to the subscription or country selection.
- Date Type Selection
- Select Invoice Date.
- Invoice Date
- Select the start/end dates for the period to be reported.
- Invoice Number
- Select the sales invoice range.
- Customer
- Select a range of customers from the list.
- Include Countries
- Select All, All Exports, Export (Inter EU), or Domestic Only.
- Click Generate Report.
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At the confirmation prompt, click OK.
The report request has been submitted, and the output is sent to your email.