Tax Summary compares tax recorded on documents with the relevant ledger movement.

1. Open the appropriate report

For a business outside India, choose Reports → Tax Summary. A business in India uses GST Filing for its tax workpapers.

2. Set the reporting scope

Review the period, currency, and accounting basis. Check the displayed business name.

3. Compare the columns

Review tax collected, tax receivable, net tax owed, and any journal entries. Use the document and ledger columns to investigate a difference.

Tax Summary separates document figures from journal entries and ledger movement.
Tax Summary separates document figures from journal entries and ledger movement.

4. Review before exporting

Open source records for unexpected amounts. Download the selected report after your accountant has reviewed the intended period.