Tax reports with Custom Report Writer

Tax compliance requires you to collect information about your tax liabilities and submit that information to the appropriate tax authority. Sage Intacct provides several sample Custom Report Writer reports that you can adapt to fit your needs.

Custom Report Writer reports allow you to create specialized sets of information based on company data. Unlike financial and standard reports, Custom Report Writer reports can include financial or nonfinancial data, or a combination of both. You can export the information in a Custom Report Writer report for use in applications.

About tax reports with Custom Report Writer

The need to run VAT and GST Custom Report Writer reports depends on the tax solutions that you're using and your business needs.

Standard tax solutions

For standard tax solutions, the tax liability reporting is automatically generated for you when you create a tax submission.

However, you can run a sample Custom Report Writer report for the following situations:

  • Review your tax liabilities without creating a tax submission.
  • Analyze the details that Sage Regulatory Reporting used to calculate the amounts in the boxes in a tax return.
  • United Kingdom VAT only: Generate the data to create an EC Sales List report, or generate box reports to populate a VAT100 dashboard.
  • France VAT only: If your company uses cash-basis tax capture, you must select Capture payment tax in your transactions to generate reports based on the payment date instead of the invoice date.

Custom tax solutions

For a custom tax solution, tax liability reporting is not automatically provided for you. You can use the sample Custom Report Writer reports to gather the appropriate tax information to prepare and submit the tax filing to the appropriate tax authority, or you can use Custom tax reports.

Descriptions of the sample Custom Report Writer reports

You can start with the sample Custom Report Writer reports and then tailor them as needed, particularly if you're using a custom VAT or GST tax solution.

The following sample Custom Report Writer reports are available:

Report type Description
Summary report

  • Groups transactions by tax detail.

  • Displays subtotals for the net amount, tax amount, and total amount for transactions with VAT, GST, or sales tax.
Detail report

  • Groups transactions by tax detail.

  • Displays information in the summary report and detail information for each transaction.

  • Displays transaction record IDs grouped by application area with links to the source transaction.
Submission box detail report

  • Groups transactions by tax submission box number.

  • Displays information in the summary report and detail information for each transaction.

  • Displays transaction record IDs grouped by application area with links to the source transaction.
Submission box detail report_VAT group

  • Groups transactions by tax submission box number.

  • Displays information in the summary report and detail information for each transaction.

  • Displays transaction record IDs grouped by application area with links to the source transaction.

  • Displays location and location ID information for all entities that share a tax ID.
BAS summary report: other taxes

Summary report for transactions with tax other than GST-related tax, such the Luxury Car Tax, Wine Equalisation Tax (WET), and Withholding Tax (AUS only).
BAS detail report: other taxes

Detail report for transactions with tax other than GST-related tax, such the Luxury Car Tax, Wine Equalisation Tax (WET), and Withholding Tax (AUS only).
EC sales list: goods

Displays details of sales or transfers of goods to other VAT registered companies in other EU countries (UK and FR only).
EC sales list: services

Displays details of sales or transfers of services to other VAT registered companies in other EU countries (UK and FR only).
VAT100 dashboard reports

Generates box reports for UK VAT that you can add to a dashboard. The dashboard lets you preview a VAT return without having to close the books and run a tax submission (UK only).
The sample reports are in xml packages that you can download and then install into Sage Intacct.

For details, see Install sample VAT and GST Custom Report Writer reports.

Run a sample Custom Report Writer report

After the VAT and GST sample Custom Report Writer reports are installed, you can run them. For details, see Run a Custom Report Writer report—CRW.

If you want to tailor a sample Custom Report Writer report to meet your needs, see Create your own custom report.