Is there a report that shows the GST amount on outstanding Debtors/Creditors at a period?
Hi @JO-ANNE_7327707 ,
Yes, it is possible to report on the GST component of outstanding debtors and creditors in Reckon Accounts Hosted using the built-in reports with some basic filters and settings.
To review accounts receivable or payable aging details or summaries, you can use the relevant reports in Reckon Accounts.
For accounts receivable, navigate to Reports > Customers and Receivables, then select the A/R ageing summary or detail report. For accounts payable, go to Reports > Suppliers and Payables and select the A/P ageing summary or detail report.
You can also customize these reports by selecting modify report to include additional columns as needed.
Hi Reeta
I have run the AR ageing summary and selected modifty report, there is no option there to add tax amount
and neither in the AP ageing summary report filters
Once you open the report, the display will be selected by default. Under the column, scroll down to the "Tax Amount" and select it. After clicking "OK," the tax amount should be displayed. Please refer to the image below:
If you need any further assistance please let me know.
I went to the income accounts via a detailed P & L if there are many, filtered it to display the paid status and tax amount, then filtered the paid status to show unpaid only.
I have the type, date, name, paid, amount and tax amount displayed on screen
okay, you are showing a detailed report.
my report is showing nothing in the tax amount column.
I did this one from the chart of accounts, fast report on income accounts and it agrees with customer balance summary
With the A/R or A/P report on the screen, modify the report. In the Filters, select to filter for a single account - select the Tax Payable account. This is from memory, so the steps may not be exact.
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