Inventory managers, accountants, and business owners can use this report to view the tax paid by the current center to purchase products from a vendor during a specific date range.
To access reports, you must be an Admin user, or you must have the required permissions enabled.
Navigate to Reports.
Search for and select the Purchase Tax Details report in the Inventory Reports section.
The report opens in a new tab.
To filter the report, select the required options from the drop-down list:
Center: Select either all centers or a specific center.
Product Type: Select the product type for the report (options include consumable, retail, or all)
Product category: Specify the product category for the report.
Vendor: Specify the vendor for the report.
Select the period for which the report should be generated.
You can select a preset date range, like 1 month, 2 months, or select Custom to set a more specific date range.
Upon selecting Custom, select a date range in the From and To calendars.
For example, choosing a date range of January 1st 2024 to February 1st 2024, would give you a report showing the tax paid by the selected center to purchase products from a vendor during this period.
To find a particular product by name, product code, or barcode use the search box.
Optionally, you can export the report to Excel or CSV.
Click Refresh.
Column | Description |
|---|---|
Ref Num | The order number generated by Zenoti to uniquely identify a particular order. |
To | The specific center to which the order was delivered. At the center level, this column is always the current center name. If the report is viewed at the Organization level, this column shows the name of the center within the organization. |
Delivered Date | Date and time when the order was delivered at the current center. Delivery date is recorded for partial shipments as well. |
Invoice No. | A unique number generated by the vendor on product delivery to serve as an invoice identifier for each delivery. A purchase order can have multiple invoice numbers, with each of these invoice numbers being automatically populated in distinct rows. |
Vendor Name | The name of the vendor from whom the products were procured. |
TIN | Tax Payer Identification Number (TIN) of the vendor. This provides a unique identification for taxation purposes. If your business is based out of the US, this is the Federal Taxpayer Identification. |
Product | The individual item purchased as part of the order. |
Tax Group | The designated tax group associated with the product, specifying the applicable tax category. |
Tax Percentage | The percentage of tax defined within the assigned tax group for the particular product. |
Oty Delivered | The total quantity of products delivered at the current center. |
Cost | The unit price of the product at which the product is purchased. |
Tax Amount | The tax amount calculated based on the defined tax percentage, representing the total tax paid by the current center for the purchase of the product. |
Total | The overall amount paid by the center to procure the product, including the cost and applicable taxes. It is calculated as: Total = (Cost x Qty Delivered) +Tax Amount |