Changing Tax Summary Report from Accruals to Cash Basis

Question

Hi, our Accountant has requested the Tax Summary Report in both Accruals and Cash Basis reporting.

I have checked the Community discussions regarding how to change this, and have updated the Tax Company Preferences. However, the Tax Report is still showing up as Accruals, even though the reporting basis is showing as Cash in the Tax Company Preferences.

I have logged out and logged back in several times, as well as switching from Admin to my own account.

Not sure what else I need to do to make this change. Have I missed something?

Any help appreciated - thank you in advance.

Roslyn

RoslynScarcella · Answer

Thank you all.

My mistake was in using the memorised report, instead of a fresh report.

All sorted now - thank you again.

Reeta Paudyal · Answer

Hi @RoslynScarcella,

To change, navigate to Edit> Preferences >Reports and Graphs > Company preferences, then select the Cash or Accrual basis option.

I hope this helps.

Kris_Williams · Answer

once you change the setting go to the reports, tax and  generate a new report. It won’t change a memorised report I don’t think.