Overview
The Tax Detail Report in Blackpurl provides a breakdown of all selling and purchasing taxes by individual tax rate. You can filter by date range and tax type, customize the columns displayed, view totals for each tax, and export the results. The report only lists taxes that have transactions attached.
For background on how tax works in Blackpurl, see the following articles:
Running the Tax Detail Report
Navigate to the Tax Detail Report by going to Reporting in the Blackpurl header, then selecting Reports - Tax Detail.
When the report opens, it loads with a default set of parameters: the previous month's date range, all tax types selected, all taxes ticked, and Exclude Internal Invoices checked. Review these defaults and adjust them to suit your requirements before running the report.
Setting Report Parameters
Adjust the filters to match what you need. For example, to view selling taxes only for February 2023, change the Date Range to 1 February 2023 – 28 February 2023 and set Tax Type to Selling only. Once you have finished adjusting your parameters, click Apply to load the results.
Tip: You can select a date range of up to 3 months to support quarterly reporting.
Working with Results
After applying your parameters, the report loads with results matching your filters. From the results screen you can customize columns, view tax totals, and export or print the report.
Customizing Columns
Click the column selector to choose which columns appear in your results. For example, you can add the Contents column, which summarizes the contents of each invoice — for deal invoices, this includes the stock numbers of the units sold.
Viewing Tax Totals
Click Totals to see a summary of each tax that has been used, including the total taxable amount and the total tax collected. For example, for a 7% tax rate, you might see a taxable amount of $665.58 with $19.97 in tax on that amount.
Exporting or Printing
Click Export / Print to generate a preview of the report. The exported report lists each tax name with its relevant transactions and totals.
Saving the Report
If you are happy with your report settings, save the report so you can reuse it. Click Save As, give the report a name, and it will be available in the Custom Search section the next time you need it.
If you have any issues with tax, contact Blackpurl Support.
More Information on Reporting
The following articles cover reporting features in more detail:
Reporting Tips and Tricks — covers totals, column customization, filters, export, saving custom reports, scheduling, and favourites
Scheduled Reporting — covers how to schedule a report to generate automatically and be emailed to a Blackpurl user
Blackpurl Reporting Overview — covers where to find all reports in Blackpurl
Share a Custom Report in Blackpurl — covers how to share custom reports with other users
