Inventory transfer tax details report
Inventory managers, accountants, and business owners can use this report to view the tax paid by the current center for stock transfer from a center that is in a different state or region.
Navigate to Reports.
Search for and select the Transfer 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)
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.
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 | Order number generated by Zenoti to uniquely identify a particular order. |
To | The specific center where the order is delivered. If the report is viewed at the center level, this column is always the current center name. |
Delivered Date | The date and time when the products are delivered to the current center. Even for a partial shipment, a delivery date is recorded. |
Invoice No. | The number generated by the vendor to serve as an invoice identifier for each delivery. |
From | The source center from where the order is received at the current center. |
TIN | Tax Payer Identification Number (TIN) of the vendor which 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 or product that has been procured as part of the order. |
Tax Group | The designated tax group associated with the inventory at the product level that specifies 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. |
Tax Amount | The tax amount calculated based on the defined tax percentage, representing the total tax paid by the center for the purchase. |
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 |