Forum Discussion

met's avatar
met
Experienced Cover User
3 years ago
Solved

Annual Taxable Payments Report

We have gone through process of selecting the relevant suppliers to be listed on the report and they are ticked when we Review the list, but when we go to View Taxable Payments Report it only shows a...
  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi met 

     

    Thanks for the update. Could you please confirm that at Step 3 you've also expanded each supplier and ticked all the applicable purchases? E.g. - 

     

    If the transactions are ticked & saved for the supplier but not appearing when viewing the report at Step 4, then please double check the date of the payments recorded for those transactions. This is because the transaction list in Step 3 is based on the bill date, while the Taxable Payment report reports on payments made in the financial year (Cash basis). 

met's avatar
met
Experienced Cover User

Hi Clover,

We have no issue with that process up to step 3.  We have reviewed the report and all the relevant contractors are ticked but when we go to Step 4 this is when only one Supplier is showing.  In step 3 we can see all the suppliers are ticked and have recorded the transactions.  We have gone through the process several times and get the same result.

CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi met 

 

Thanks for the update. Could you please confirm that at Step 3 you've also expanded each supplier and ticked all the applicable purchases? E.g. - 

 

If the transactions are ticked & saved for the supplier but not appearing when viewing the report at Step 4, then please double check the date of the payments recorded for those transactions. This is because the transaction list in Step 3 is based on the bill date, while the Taxable Payment report reports on payments made in the financial year (Cash basis). 

  • met's avatar
    met
    Experienced Cover User
    3 years ago

    Thanks Clover, that answers the issue.  We were not aware that the report is based on cash basis. Although it would have been good if the report in step 3 or 4 had a pop up to let users know this. 

    Thanks