SUMMARY:
This report provides a single-line summary, for each practitioner, of GST information in terms of what has been invoiced within the period between the 'From:' and 'To:' dates specified below.
REPORT OUTPUT:
Each line of the report details:
Practitioner Name: The name of the Practitioner whose transaction details are provided on this line of the report;
Total Invoices: Incorporating both Fees and GST;
Non-Taxable Invoices: The dollar amount of invoices where GST was not invoiced;
Taxable Invoices: Incorporating both Fees and GST; and
GST Due: The GST that has been invoiced.
Grand Totals are also provided.
DATE SELECTION:
It is recommended that you use Report Date as the Date Selection,
as this is a value that cannot be modified, ensuring integrity
of the report. That is, if you print the report for a given
date range today, and then print it again in twelve months' time,
for the same date range, then the two versions of the report will
be identical, no matter what reversals may be applied to the invoice
in future reporting periods. In terms of this report, the
term 'Report Date' refers to the date of entry of the invoice.
To Reconcile the Report |
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Columns on this Report |
Reconcile Against Report Columns |
GST Summary of Invoices by Practitioner Report
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This can be compared to the Fees Reports:
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GST Summary of Invoices by Practitioner Report
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Transaction Summary Report
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To Generate a GST Summary of Invoices by Practitioner Report
1. Select Reports > All Reports. The Pracsoft Reports window appears.
2. Within the Report Type section, select Financial Including GST.
3. Within
the Report Name section,
select GST Summary of Invoices
by Practitioner.
4. Select the Common tab:
o Enter a Date Range for the report.
o Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.
o Indicate which practitioner/s and location/s you wish to limit the report to.
5. Click Print when you are ready to proceed.